Account defaults

Account Defaults

The "Account Defaults" section allows you to set standard preferences for how information is displayed across your account.
These settings ensure a consistent experience for all users within your account and can streamline workflows by pre-selecting common viewing and grouping options.

https://slite.com/api/files/Bm1c1HQr1g1nOb/CleanShot%202025-06-23%20at%2015.33.34@2x.png?apiToken=eyJhbGciOiJIUzI1NiIsImtpZCI6IjIwMjMtMDUtMDQifQ.eyJzY29wZSI6Im5vdGUtZXhwb3J0IiwibmlkIjoiZFd6UWRVLW1mZHd3MGMiLCJpYXQiOjE3NTE4MzA1MDUsImlzcyI6Imh0dHBzOi8vc2xpdGUuY29tIiwianRpIjoiZ3hrcFF2Q3BjcjVQQ2giLCJleHAiOjE3NTQ0MjI1MDV9.fj2gI9ALc04TsHGjHvEaE7sC3TuNZHkPbwrecpALzqI


Default View Settings

These settings determine the default way various lists of items are displayed throughout your account.
  • Default view - All files: This dropdown allows you to choose the default display format for all files across your account. Options typically include a "list" view (showing files in a compact list) or a "card" view (displaying files as visual cards).
  • Default view - Single project files: This dropdown sets the default display format for files specifically within a single project. Similar to "All files," you can choose between "list" or "card" views.
  • Default view - All tasks: This dropdown controls the default display format for all tasks across your account. Options include "list," "kanban," "timeline," or "calendar" views, allowing you to choose how tasks are visually organized.
  • Default view - Single project tasks: This dropdown sets the default display format for tasks specifically within a single project. You can select from "list," "kanban," "timeline," or "calendar" views.
  • Default view - All projects: This dropdown allows you to choose the default display format for all projects across your account. Options include "list," "kanban," "timeline," "card," or "calendar" views.

Default Group Settings

These settings determine how tasks are grouped by default when displayed in certain views.
  • Default group - All tasks: This dropdown allows you to set the default grouping for all tasks across your account. Options include grouping by "date" or "assignee." This setting is only applicable if the default view for all tasks is not "kanban."
  • Default group - Single project tasks: This dropdown sets the default grouping for tasks within a single project. Options include grouping by "sections," "date," or "assignee." This setting is only applicable if the default view for single project tasks is not "kanban."

External Name

This field allows you to define a general term for external users within your account. This name is used in various parts of the application to refer to external people or freelancers.
  • Input Field: Enter the desired name for your external user group (e.g., "Freelancers" or "Partners").
  • Character Limit: The name can be up to 70 characters long.

External Visibility Settings

These checkboxes control the visibility of external users to each other within your account.
  • Clients seeing external users: When this checkbox is selected, clients within your account can see other external users (e.g., freelancers) who are also part of your projects.
  • External users seeing clients: When this checkbox is selected, external users (e.g., freelancers) can see clients within your projects.

Save Defaults

After making any changes to your account default settings, click the "Save Defaults" button to apply them. A success message will confirm that your changes have been saved. Only Team Admins have permission to modify these settings.