Account Settings

A handful of account-wide preferences — your display name, fiscal calendar, and default currency — are yours to set without waiting on your CorralData team.

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Getting there

Click your name in the bottom-left corner, then Account Settings.

What you can change

Setting	What it controls
Display Name	The name shown for your account throughout CorralData.
Slug	Used in your account's URLs and integrations. Read-only here — contact [e-mail] if you need it changed.
Fiscal Year Start	The month and day (MM-DD) your fiscal year begins, used anywhere CorralData reports on a fiscal basis.
Beginning of Week	Which day your weekly date groupings start on.
Default Currency	The currency symbol and formatting used across your boards.

Changes here apply account-wide — every user, every board. Double-check with your team before changing the fiscal year start or beginning of week on an account that's already live, since it can shift how historical periods group on existing widgets.

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Where this fits

• This is separate from Add & manage users, which controls who has access to your account and what they can do — Account Settings covers account-wide preferences, not permissions.