User Preferences

Accelo offers many settings which can be used by each user to customize their experience.  To find and change those settings, click your name in the top right corner of Accelo, and click Settings.  These settings are unique to each user, and can only be set by them.  Those settings are:

  • Default Screen Settings: The screen you'll see when logging in to Accelo, and when using the Home icon.

  • Request Inbox Settings: Choose the request inbox types that are displayed when hovering over the Inbox icon on in the navigation menu.


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  • Privacy, Email & Activity Preferences: Choose preferences for several items related to privacy, emails and activities in your deployment, including:

    • Default Visibility: Choose whether your time entries and email correspondence should be displayed selectively, using the visibility options you set for each activity and client, or whether all of your activities should be made confidential, and available only to users whom each activity was sent to.

    • Auto Contact Creation: The Auto Create Contacts tool helps to build your contacts database.  That's done by automatically creating new contacts when you receive an email from an address from someone who isn't a contact yet, but whose email domain matches an existing contact's.  This is only done for business domains such as @cocacola.com, not for public domains such as @gmail.com.

    • Action Email Replies: Determines whether emails which are responded to by you or other Accelo users should be Actioned, AKA marked as Read, in your Accelo inbox.

    • Populate Activity Subject with Task Title: Choose whether or not to automatically use an assigned task's title as the activity subject.

    • Autostart Activity Timer: Determines whether the timer runs automatically when you begin to create a new activity.

  • Work Week: Your standard work availability, complete with the days on which you work and the number of hours you work on each day.  This information is used by Accelo's scheduling tools to plan your daily work.

  • Vacation Calendar: Avoid being scheduled for work while on vacation by managing your holidays and other leave days.


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  • Notification Settings: These options help you control the specific situations in which you'd like to receive a notification by defining the Notification scenario, and the modules you'd like to receive notifications for.  All notifications are enabled by default, but can be disabled to reduce the amount of notifications which you receive.  Those notification scenarios are:

    • When you create the activity: Emails you a copy of activities which you create in Accelo.  Great for keeping backups of your work outside of Accelo.

    • When you manage the object the activity is again: Sends you a copy of activities which are logged against sales, projects, tasks, etc. which you manage.

    • When you manage the client the object is again: Sends you a copy of activities which are logged against clients which you manage.

    • When you manage a staff member who sent or was included on the activity: Sends you a copy of all activities which are to sent to or from an Accelo user whom you manage.

    • When you are the creator of the Task: Notifies you when tasks which you created have their status or assignee changed.

    • When you are the manager of the Task: Notifies you when tasks when you manage have their status or assignee changed.

    • When you are the assignee of the Task: Notifies you when tasks which you're assigned have their status or assignee changed.

    • When you are the assignee of the milestone: Notifies you when project milestones you're assigned have their status or assignee changed.

    • When you are the project manager of the milestone: Notifies you when the milestones of projects which you manage have their status or assignee changed.

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  • Autostart Settings: Choose when to autostart milestones and tasks for a project. 

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  • Two Factor Authentication: Two factor authentication integrates a separate authentication app, accessed via your smart phone, into the Accelo login process.  This tool is great for ensuring that your Accelo account stays secure, and is highly recommended.  See the two factor authentication setup guide for step-by-step instructions on how to add two factor authentication to your account.

  • Authorized API Applications: Lists all of the applications which are currently allowed to access your Accelo account via the API, including the Accelo mobile app.

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