Appearance and localization
Tune how the app looks (Appearance) and how dates, times, numbers, and currency display (Localization): personal settings that apply immediately.
Outcome
You open Appearance and Localization from Settings, change theme/layout and region/formats with confidence, and know these continue what Quick Setup / Personal already offered.
Who it's for
Any signed-in user with Appearance and Localization permissions
Prerequisites
- Access to Appearance (`/settings/appearance`) and Localization (`/settings/localization`)
Steps
- From the Settings hub under Personalization & Interface, open Appearance (`/settings/appearance`). These choices are personal to you: not company branding. Soft-link: the same kind of theme preference appears in Quick Setup Localization and Personal setup preferences.
- On Appearance: set Color Theme / palette, Dark Mode (Light, Dark, or System: System follows your OS), Compact Mode, animations, font size, border radius, and keyboard shortcuts as the product shows. Team Members may also see Simple mode here (personal); Resource/Client simple mode is controlled per tenant elsewhere. Changes apply immediately (“Changes applied immediately”). Use Reset to Defaults if you want the stock look back.
- Return to Settings, then open Localization (`/settings/localization`): page title Localization Settings. Soft-link: you already set language, region, timezone, formats, and currency during Quick Setup; come here anytime to refine them.
- On Localization: start with Language & Region (region applies sensible defaults for timezone, date/time, numbers, currency, first day of week). Then fine-tune Date & Time (including 12h/24h), Numbers & Currency, and related format preferences. Watch the live preview samples. Changes typically auto-save (status Saving / Saved): you do not need a separate Save on every field. Changing region can overwrite related fields; customize after if needed.
- Working pattern: Appearance for look-and-feel; Localization for how every date, time, number, and money amount reads across the app. Next in this cluster: security, sessions, and notifications.
