When you sign in to Trident for the first time, you will be prompted to customize your workspace and take the onboarding tour to learn about its key features.
To customize Trident, click Customize Now on the welcome screen, then choose from the following options.
Once you are done with the basic app customization, you can click Take a Tour to learn about all the modules and smart features available in Trident, or click Done to skip the onboarding tour.
Note: You can also customize your workspace later by navigating to your profile image > Settings > Appearance. To configure the general app settings:
Here you can choose to:
To configure the app appearance:
Here you can set the:
To configure the privacy and security settings:
This provides an additional layer of security by encrypting the content of the local database. To enable encryption:
Note: Enabling database encryption will automatically restart the application.This helps you password-protect Trident and prevent unauthorized access to your data.
To enable App Lock:

To change the app password:

Note: If you forget your password, click Sign Out on the app lock screen. After signing out, log back in to Trident using your Zoho Mail ID and password. App Lock will be disabled, and you can enable it by creating a new app password.
To change the automatic lock duration:
Note: By default, automatic locking is enabled after 30 seconds.Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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