Use the Settings hub and preferences

Product Zbix CRM · Version 1.2.0 · Source reviewed · Reviewed 28 October 2026
Audience Administrators and implementation teams · Deployment All supported models

Overview

Settings is a directory of personal and organization configuration. It groups Workspace, CRM configuration, Access & security and Operations links, including preferences, users, teams, pipelines, document templates, email, Microsoft 365, imports, health and backup.

Purpose

Find the correct configuration page without treating every setting as available to every role.

Prerequisites

• An authenticated account.

• The appropriate administrative permissions for organization changes.

Procedure

1. Open Administration > Settings and choose the relevant group.

2. For personal changes, open Personal preferences and review profile, timezone and reminder choices.

3. For access changes, use Users, Teams, Module permissions or Security according to the task.

4. For sales configuration, open Fields & layouts, Pipelines or Document templates.

5. For delivery and operations, open Email & communications, My Microsoft 365 account, Integrations, Import jobs, System health or Backup & Recovery.

6. Save in the destination page and verify its resulting status. Return to Settings for the next configuration area.

Expected result

You reach the specialized configuration screen and can verify the relevant change there.

Screenshots and diagrams

SS-050 · Settings hub. Demonstration capture, 28 October 2026. Select the image to enlarge.

Important notes

• The hub links to dedicated pages; it is not a single global Save form.

• A personal Microsoft connection is distinct from the organization’s Microsoft application registration.

• Timezone preferences affect display and scheduling inputs, while stored timestamps and some report boundaries use UTC.

Troubleshooting

• A settings link is absent: check identity role, module grants and enabled capability.

• A personal preference appears unchanged: save in the destination page and refresh.

• Unexpected meeting time: compare personal timezone and the meeting’s explicit timezone.

Related articles

• Create and maintain Users

• Set up authenticator protection

• Configure and use the scoped integration API

• Configure Pipelines and stages

• Design customer document templates