General Preferences control a variety of interface options on a team-wide basis. Changes made here appear for all selected teams, unless a user has customized their own preferences in their own Preferences menu. You can create multiple configurations and apply them to different teams.

Setting General Preferences

The General Preferences wizard allows you to manage existing preference configurations or create new configurations.

To access the General Preferences wizard:

  1. Click the Setup gear in the top-right corner and go to Look and Feel > General Preferences.
  2. Edit an existing preference configuration, or click New to create a new configuration.
  3. On the General tab, add a label, a name, and description for the configuration.
  4. On the Preferences tab, set the general interface options, such as:
  5. On the Apply tab, you can assert the current configuration for selected teams and users. This replaces the current general preferences for any team members who haven't personalized their general preferences.


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