Organization Settings

Setting your Organization 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 > Organization Settings.


This is where you can set your Organization 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.

Basic Info

Here you can set the standard information for your business, including the name, website, and contact information.

Location Info

You can fill out the physical address of your business, specify your Time Zone, and choose your preferred date and time format.

The Time Zone selection can be hidden from users who are registering on the platform. This is recommended for businesses that solely operate locally.

Privacy / Convenience Modes

By default, the platform is set in Privacy Mode which means that the actual content of messages is not included in email notifications sent outside the platform. This protects the privacy of the messages and helps ensure compliance with HIPAA and other privacy frameworks.

You have the option of enabling Convenience Mode. When this feature is enabled, the content of your messages WILL be included in the email notifications AND your recipient will be able to simply reply to the email notification and send a message back via email - without logging into the platform. Their response by email will be read by the platform and inserted into the appropriate messaging thread.

This option is available for Secure Messaging, Client Talk & Team Talk.

WARNING: By enabling this setting, you acknowledge that HIPAA compliance cannot be guaranteed. If you are working with sensitive information that is required by law to be privacy compliant, you should NOT enable this setting.

General Settings

Integrations Visibility

Hide the Integrations menu that shows in the Flyout Menu for users in the platform.

Notification Settings

If you would like to be notified when a user logs in to 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.

Timer Widget Settings

You'll be able to disable the Timer Widget entirely or choose who you would like to have visibility.

CLICK HERE to learn about Timers

Choose by Role: Choose which Role(s) you would like to see the Timer Widget. You can also choose Select All, which includes all Staff Roles (except for Office Manager).

Choose Staff Member: You can choose individual Staff Member(s) that will be able to see and use the Timer Widget.

IMPORTANT: These settings will only affect the visibility of the Timer Widget and not the general Timers functionality.  You'll need to also configure visibility in Custom Menus in order to do this. The settings configured here will take priority over the settings configured in Custom Menus.

CLICK HERE to learn about Custom Menus

No-Code Automations

You can set a series of Automations 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 Automations

Enforce Secure Password

These settings will allow you to set the level of secure password required when creating or updating a password.

NOTE: Password Security Enforcement options are only available with the PLUS Bundle Power-Up

Password Character Limit Settings

Min: This field will set the minimum number of characters that will be accepted for a password.

Max: This field will set the maximum number of characters that will be accepted for a password.

Character Enforcement Options

Uppercase: Enabling this option will require the user to have at least one uppercase character in their password.

Lowercase: Enabling this option will require the user to have at least one lowercase character in their password.

Number: Enabling this option will require the user to have at least one number in their password.

Special Character: Enabling this option will require the user to have at least one special character in their password. Examples: !_@{+

Check Password History: Enabling this option will ensure that the user can not set the same password that is currently set.

Forbidden Passwords: Adding words to this list will forbid that word from being used as a password. Example: If you add the word PASSWORD to the list, a user can not set that word alone as a password. If they set their password to PASSWORD123 this will be allowed.

IMPORTANT: Enforce Secure Password is only available with the PLUS Bundle Power-Up.

Custom Organization Info

You can also add additional information about your Organization.  If you create any Organization Custom Fields, they will be shown here.

Click the HERE link to go to Flyout>Custom Fields to add any Organization Custom Fields required.