Account Settings

Viewing your Account Settings will allow you to access and change various settings such as time zone, password, notifications, department, API tokens, etc.

This article contains the following sections: 

• Overview
• Components

Overview

You can navigate to your Account Settings by clicking on your initials in the top right corner of the Clozd Platform and by then clicking Settings. 

Here you can set your time zone, change your password, edit the notifications you receive, etc.

Components

Account Settings

Select the time zone you are located in and choose to participate in beta features.

Security

Change your password.

Notifications

For each win-loss program within your organization, you can choose whether you would like to receive an email whenever a new buyer interview is published or whenever a new summary report is posted under the Reports tab. If you would only like to receive notifications for interviews fitting a certain criterion, you can leave the boxes here unchecked and subscribe to a filter in the Platform. To learn how to set up a filter subscription, see How to Navigate Filters.

Department

Select the department you fall under in your organization.

API Token

Access and create tokens when importing deal data to Clozd from your CRM through API integration. For more information, see API Imports.

Questions?

For additional questions about account settings, please contact support@clozd.com.