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Editing Workspace Currency
Editing Workspace Currency

How to edit and set Workspace currency in QuotaPath

Updated over a week ago

To change your QuotaPath Workspace currency, select 'Settings' on the left hand navigation menu. Next, select 'Preferences.' Under the 'Company' section, you'll see 'Currency,' where you can update your Workspace's default currency.

The default currency is pre-set to US Dollar. By clicking the pencil in the form field, you'll be able to select from over 150+ different currencies. We've identified the most common currencies that will display in the drop down menu, however if you don't see your currency, you can search for it in the search bar.

Once you set and save a custom currency, it will be used as the new currency and symbol throughout your Workspace. Any comp plan you set up, including all the quotas and commission rates, will be calculated in that currency.

We only allow for one currency per Workspace.

If you have a need to set up comp plans in multiple currencies, we recommend creating multiple Workspaces and setting each currency to the default in that Workspace.

Tip: If you have access to multiple Workspaces, it's easy to jump back and forth. Simply click on your avatar in the top right corner of the app and you'll see a list of all the Workspaces you're a part of.

Learn more ways to customize your Workspace preferences.

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