Appearance, language, and formats
Tune how the app looks (Appearance) and how dates, times, numbers, and currency display (language, region, and formats): personal settings that apply immediately.
Outcome
You open Appearance and language, region, and formats from Settings, change theme, layout, and region/formats with confidence, and know these continue what Quick Setup or personal setup already offered.
Who it's for
Any signed-in user with Appearance and language, region, and formats permissions
Prerequisites
- Access to Appearance and to language, region, and formats (in the app: Localization)
Steps
- From the Settings hub under Personalization & Interface, open Appearance. These choices are personal to you: not company branding. See: the same kind of theme preference appears in Quick Setup (language, region, and formats) 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); simple mode for the staff or client portal is controlled per tenant elsewhere. Changes apply immediately. Use Reset to Defaults if you want the stock look back.
- Return to Settings, then open language, region, and formats (page title in the app: Localization Settings). You already set language, region, timezone, formats, and currency during Quick Setup; come here anytime to refine them.
- 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; language, region, and formats for how every date, time, number, and money amount reads. Next in this cluster: security, sessions, and notifications.
