Account Setup

A properly configured account ensures your team gets the most out of Skode. This guide covers profile settings, team management, workspace configuration, and security hardening.

Profile Settings

Click your avatar in the top-right corner and select My Profile. Here you can update your display name, avatar photo, timezone, language preference, and notification settings. Your timezone affects how task due dates and activity timestamps are displayed across the platform.

Team Management

Navigate to Settings > Team Members to manage your organization. Skode supports three default roles:

• Admin — Full access to all modules, settings, billing, and user management
• Manager — Access to leads, deals, reports, and team-level settings. Cannot modify billing or workspace configuration
• Agent — Access to assigned leads, deals, and tasks. Limited reporting access

You can create custom roles under Settings > Roles & Permissions for granular access control across all 19 modules.

Workspace Configuration

Under Settings > Workspace, configure your company name, logo, default currency, fiscal year start, and business hours. Business hours affect SLA tracking for lead response times and task escalation rules.

Security Settings

Enable two-factor authentication (2FA) for all users under Settings > Security. Skode supports TOTP-based authenticator apps and SMS-based verification. You can also enforce password policies including minimum length, complexity requirements, and expiration intervals.

Email & Notification Preferences

Configure email digest frequency, push notification triggers, and in-app notification preferences. Each user can override global settings from their profile. Supported notification channels include email, browser push, mobile push, and Slack integration.