Changing Rep User Settings

User Settings

Each user in Spiff has a number of settings. These include displayed name, email address, permissions, and default currency. A user with administrative access can change these settings for any rep. 

To get to the user setting page, click the "Admin" drop-down, then click the "Users" link:

The page that follows will look like this:

To edit a rep's settings, select that rep.:

and then change any of the settings. 

Role: for further explanation of the permissions associated with each role, see: https://spiff.drift.help/article/user-roles-and-permissions/

Preferred Currency: sets a rep's preferred currency. The convert currency function (https://spiff.drift.help/article/convert_currency-function/) will access this setting when rep.preferred_currency_code is used.


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