Appearance and display preferences
Open Settings → Preferences to adjust how the application looks and how much content fits on screen. Check the scope shown on the page before saving: the current appearance controls use Local mode, which affects this browser rather than everyone in the workspace.
Access needed
Access depends on your assigned permissions and workflow scope.
- Use personal display preferences and current local appearance editor
Current Local mode is browser-only, not shared workspace administration. No documented server permission for shared appearance saving is asserted; other settings retain their own permission requirements.
Role and permission labels
Typical responsibility: Signed-in account holder. Role names alone do not grant access.
Demo screenshots may show broader access than your account.
Choose your personal display mode
Under Personal preference → Mode, choose Light, Dark or System. This is your own choice and applies immediately. System follows your device's appearance preference. It is separate from the appearance editor's Local mode controls.
Preview an appearance
- Start from a preset
Review the preset descriptions and choose the look closest to your needs. Presets combine colors, typography and component styles; backgrounds have separate controls.
- Adjust individual controls
Review corner Radius, Button style/behavior/size, Card treatment, Primary color and Font. Primary color affects accents such as actions, links and focus indicators.
- Review backgrounds
Choose the sidebar treatment, light background and dark palette as needed. Check the local appearance mode and Live preview before deciding what to keep.
- Save locally or discard
When appearance changes are pending, use Save locally and review its browser-only confirmation. Use Cancel to discard the appearance draft. Verify the saved appearance in the same browser.
Use the preview to check readability
The Live preview illustrates cards, buttons, charts and fields. Its employee counts and payroll amounts are sample design content, not current workspace reports. Review contrast, readable text and visible focus indicators when choosing colors and backgrounds.
Reset to preset defaults returns appearance customization toward the preset's defaults. Review the resulting draft and the save/cancel controls; it is not a reset of employee data, permissions or business settings.
Adjust density and content width
Under Density, use Scale to choose Compact, Default or Comfortable. Content width offers Full width or Centred. These display preferences control how the interface feels; they do not change record data, table permissions or employee access.
If a denser view makes text or controls harder to use, choose a more comfortable scale. Keep personal Mode and Density choices distinct from the appearance editor's saved draft.
Find the right settings area
| What you need | Where to go |
|---|---|
| Own profile, password, MFA or sessions | Your account and security. |
| Personal notification channels | Notifications and preferences. |
| Workspace authentication and sign-in providers | Workspace sign-in settings. |
| Payroll calculation defaults | Payroll Settings. |
| Working calendar and holidays | Holidays and organization configuration. |
Workspace name, plan and logo editing are not connected through this preferences screen. Items labeled Coming soon are unavailable here; do not infer that changing an appearance preset configures those features.
Troubleshooting
| Problem | What to check |
|---|---|
| Another device looks different | Local appearance saves do not sync across devices or browsers. |
| A colleague's appearance did not change | The current save is browser-only. |
| Customization disappeared | Clearing browser data removes local settings; check the workspace and browser used. |
| The live preview shows unfamiliar figures | They are illustrative design content, not a report. |
| Mode changed but an appearance draft is unsaved | Personal Mode applies immediately; the appearance editor has separate save controls. |
| A settings item says Coming soon | That settings workflow is not available on this screen. |
What was verified
The live Preferences page, Local mode notice, preset/customization controls and lower display controls were inspected in light theme. Three screenshots use the shared viewer. No appearance, density or mode change was saved. Cross-browser persistence and shared appearance syncing were not tested; the page explicitly states backend syncing is unavailable.