Settings is where you manage workspace-wide configuration for ScalePad CS: your account details, how your client roster is organized, hardware defaults, billing, and the template libraries used across your portfolio.

Accessing Settings

You can open Settings from anywhere in ScalePad CS:

1. Click your account name in the upper left corner of any page.

2. Click Account Settings.

Settings can also be accessed by clicking Settings in the left navigation panel on the Home page.

Settings navigation

The Settings panel is organized into sections:

• Account:
  • General
  • Members & roles
  • Notifications
  • Security & access
• Clients:
  • Clients
  • Segments
  • Groups
  • Verticals
• Hardware:
  • Custom fields
• Workspace:
  • Plans & billing (Opens the ScalePad Hub billing page)
• Developer:
  • API (Opens the developer documentation)
• Settings:
  • Assessments
  • Agreements
  • Initiatives
  • Meetings
  • Goals
  • Deliverables
  • Tags