The Account section of Settings holds settings for your workspace identity, branding, and regional formatting. These settings apply across your entire workspace and aren't tied to any individual client.

Accessing Settings

You can open Settings from anywhere in Lifecycle Manager:

1. Select Settings in the Lifecycle Manager left navigation.
2. Open General under Account.

General

The General page is where you set up core details for your workspace, including your account name, branding, workspace mode, and regional formatting.

Workspace identity

• Account name: The name shown to your clients in reports and exported deliverables.
• Website: Your organization's website, shown on shared client documents.

Branding

• Workspace logo: Upload an image to represent your workspace. PNG, JPG, and SVG formats are supported, and a 256x256 size is recommended.
• Brand color: Choose a color, entered as a hex code, used for accents and call-to-action buttons in shared client documents.

Account type

A Workspace mode switch lets you choose between Service Provider and Internal IT. This setting controls which features appear in your main navigation.

Region & format

• Display currency: The currency displayed across your reports.
• Date format: The date format shown across the workspace.
• First day of week: Sets which day your calendar and scheduling views treat as the start of the week.
• Time zone: Used to align activity timestamps and scheduled reports.
• Fiscal year starts: The month your fiscal year begins, which defines Q1 across portfolio reports and goals.

Saving changes

Changes on this page save automatically as you edit. A confirmation message at the bottom of the page confirms your changes were saved.

Client-specific sender names

The general identity and branding settings apply across your account. A client’s sender-name override takes precedence for that client’s Deliverables, including client-specific PDFs and shared Deliverables, as well as scheduled and test emails. Clear the client override to use the account sender name again.

See Presenting and sharing Deliverables and Scheduling a Deliverable for client-specific delivery settings.

Choose currency separators

1. Open Settings > General and find Region & format.
2. Choose the currency number format: use the currency’s default separators, or English separators with a decimal point and comma grouping.
3. Wait for the saved confirmation.

This changes number formatting, not the selected currency or exchange rate. Clients using account defaults inherit the choice. Clients with regional overrides keep their own settings. Already saved Deliverable snapshots retain their stored formatting; generate or refresh the report when you need a new snapshot.

Need help? Contact Lifecycle Manager Support.

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