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Understanding The Settings Menu

Brief overview of settings and where to find the right information.

Clicking Your Name in the upper right-hand corner will bring up the settings menu. 

Below is an overview of each settings section:  

User Profile  

All settings and options within User Profile only affect your account. Nobody else within the organization is affected by changes made within the User Profile page. For example, if you change your theme from Notebird to Cardinal, your account is the only one that reflects those changes. 

My Team 

View, add & remove users from your organization. Change user roles here. You can also archive users when they leave your team. See how many updates and tasks each user has created and completed.  
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Account 

Find subscription and billing information within the Account page. Quickly add or edit locations here. Only account owners and organization admins can see Account.

Reports

See reports for people, updates, milestones and tasks. Each report has a list that you can export. The Updates and Milestones reports also have a chart. Your Early Bird Report is here too.

Settings

Settings affect your whole organization. A change here applies to everyone on your team. For example, a new update type shows for every user. Only Organization Owners, Organization Admins and Organization Managers can see Settings.

In Settings you can change custom time ranges, update types, milestone types, membership types, group types and Early Bird Reports.

Settings was called "Customization" before.

Chat With Us 

If there is an answer you cannot find within our Help Center, then click Chat With Us to chat with one of our team members. We are always happy to help! 

Share Notebird

Know another church that could use Notebird? Click Share Notebird to tell them about it.

Help Center 

We've created a robust Help Center, also called a Knowledge Base, to help users and teams be successful. Smart Search locates the most helpful articles to solve problems as fast as possible. Reach out to our team if there is an article that doesn't provide the right solution. We are always happy to help! 

About Notebird 

Learn more about Notebird. Find our mailing address. Connect with us on social media. Read our terms of service and privacy policy while you are there. 

Log Out 

Logging out is the same as signing out. No account information is deleted when logging out. It simply means that a user must use their login credentials (email and password) the next time they want to access information within Notebird. 

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