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Settings

Configure Cothon to match your workflow and preferences

Updated 2026-07-222 min read

Settings

The Settings area is where you personalize Cothon: calendar preferences, appearance, bid strategy, security, privacy, notifications, templates, organizations, integrations, and your subscription.

Opening Settings

  1. Click the gear icon in the navigation sidebar. This opens the Settings page.
  2. Use the settings list panel on the left to switch between sections.
  3. A search box at the top of the list filters sections by name or description.

Settings Sections

SectionWhat it covers
GeneralTime format, week start day, and opportunity defaults
AppearanceAccent color, typography, layout toggles, and custom CSS
Bid Strategy & PrioritiesTarget industries, agencies, regions, contract values, and revenue targets that feed bid-decision scoring
SecurityPassword changes and two-factor authentication
PrivacyOrganization-matching consent, data retention, data export, and account deletion
NotificationsEmail, push, and in-app notifications, plus quiet hours
TemplatesBrowse and preview document templates
OrganizationsCreate organizations, manage members, and configure org-level options
IntegrationsConnect external services — see Integrations
Subscription & BillingYour current plan and available tiers

Note

Platform administrators see one additional section, Platform Admin, used to issue customer onboarding claim codes. It is not visible to regular users.

How Changes Are Saved

Most preference changes (appearance, notifications, general settings) take effect as soon as you change them. Some sections, such as Bid Strategy & Priorities, have an explicit Save button — unsaved changes are indicated on the page until you save or revert them.

Next Steps

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