Changing Rep User Settings

User Settings

Each user in Spiff has a number of settings. These include displayed name, email address, permissions, and default currency. A user with administrative access can change these settings for any rep. 

To get to the user setting page, click the "Admin" drop-down, then click the "Users" link:

The page that follows will look like this:

To edit a rep's settings, select that rep.:

and then change any of the settings. 

Role: for further explanation of the permissions associated with each role, see:

Preferred Currency: sets a rep's preferred currency. The convert currency function ( will access this setting when rep.preferred_currency_code is used.

Did this help answer your question?

thumbs up
thumbs down

Thanks for the feedback! 🙏🏽