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Setting Your Preferences

Set defaults and manage your team

Updated over a year ago

Overview

On the Preferences page, you can set your user name, along with your default currency and Rate Mode (Flat or Per Mile). You can also view a list of your team members and their usage statistics and see and connect to your integrated partners. Stay tuned for further updates!


Finding the Preferences Page

At the upper right of your screen, click the icon with your initials and select Preferences:


General Preferences

On the General tab, you can set your user name and default currency and Rate Mode. You can also select whether the defaults will appear in your page header:


Team Preferences

On the Teams tab, you can view team members, invite people to your team, and set roles for team members:


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