Setting your Company Profile
Here you can add all of the information pertaining to your business. You can also customize the settings related to your business, such as monitoring users who log into the platform.
To get started, navigate to Flyout Menu > Company Settings.
This is where you can set your Company Logo that will appear in places other than the Portal, such as Invoices and Estimates. You can click the Select File button to manually navigate to the image file you would like to upload, or you can click and drag the file and drop it into the perforated space.
Here you can set the standard information for your business, including the name, website and contact information.
You can fill out the physical address of your business, specify your Time Zone and choose your preferred date format.
The Time Zone selection can be hidden from users whom are registering into the platform. This is recommended for businesses that solely operate locally.
In this section, you can set controls for privacy, notifications and White Labeling.
By default, email notifications for Secure Messaging do not display the contents of the message. You can change it so that the whole message is displayed within the email.
Hide the Integrations menu that shows in the Flyout Menu for users in the platform.
If you would like to be notified when a user logs into the Portal, you can set it here. You can have the notifications sent to individual Staff Members or all of them. This will apply to any newly-created Staff Members.
For Clients and Prospects, you can also choose to send a notification to their assigned Coordinator.
You can set a series of Actions to trigger when a Prospect or Client confirms their account and logs into the Portal (by clicking on their Portal Access Invitation Email).
CLICK HERE to learn about Actions