Settings overview

Settings let you customize Slant for your practice. From team permissions to workflow templates, settings control how Slant behaves across your organization.

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Settings organization

Settings are organized into three levels:

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Book settings

Book settings affect your specific workspace (book). These include:

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Team management

• Team members — Invite and manage users
• Permissions — Control access levels

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Customization

• Custom fields — Add fields for your data needs
• Project types — Define project categories

Book settings

Configure your workspace

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Company settings

Company settings apply across all books in your organization:

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Templates and standards

• Task labels — Categorize tasks consistently
• Email templates — Reusable email content
• Household tags — Tag clients and prospects

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Organization

• Meeting types
• Note templates
• Workflow templates

Company settings

Configure organization-wide settings

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Account settings

Account settings are personal to you:

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Profile

• Your profile — Name, photo, contact info
• Time zone and locale

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Preferences

• Notifications — How you receive alerts
• Display preferences

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Subscription

• Billing — Plan and payment management

Account settings

Manage your personal settings

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Accessing settings

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Main settings menu

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Quick settings access

Some settings are accessible from context menus:

• Right-click a task label → Manage labels
• Click user avatar → Profile settings
• Integration status → Integration settings

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Keyboard shortcut

Press G then S to go to settings from anywhere.

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Permission requirements

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Who can change what

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Admin vs Principal

• Principal: Owner of a book, full control
• Admin: Granted admin access, nearly full control
• Company Admin: Can manage company-wide settings

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Common configuration tasks

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Setting up a new book

When starting fresh:

1. Invite team members
2. Set up custom fields
3. Create task labels
4. Connect integrations

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Onboarding a new team member

1. Add them to the team
2. Set appropriate permissions
3. Have them configure notifications
4. Connect their email/calendar

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Customizing for your practice

1. Define custom fields for your data
2. Create project types for your services
3. Set up email templates
4. Configure household tags

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Settings best practices

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Document your configuration

Keep a record of:

• Custom fields and their purposes
• Permission assignments
• Integration setup details

Helpful for training and troubleshooting.

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Review periodically

Regularly review settings:

• Remove unused custom fields
• Update team permissions as roles change
• Archive obsolete templates

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Coordinate with your team

Before making changes:

• Discuss significant changes with affected users
• Test in a limited way if possible
• Communicate changes after implementing

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Troubleshooting settings

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Can’t access settings

Check:

• Your permission level
• Whether you’re in the right book
• If settings require admin access

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Settings not taking effect

Try:

• Refresh the page
• Log out and back in
• Check if the setting applies to new items only

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Need to undo a change

For most settings:

• Simply change the setting back
• Some changes (like deleting custom fields) may not be reversible

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Getting help

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In-app guidance

Many settings pages include:

• Explanatory text
• Tooltips on hover
• Links to relevant documentation

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Documentation

Each settings area has detailed documentation:

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Next steps