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Navigate Mobile Settings

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  • ~ minute read

In order to manage the settings of Canopy Mobile, be sure you have paired your Canopy account with your preferred mobile device.

What's in this Article

  • Update User Settings
  • Manage Your Profile Picture
  • Find Help & Send Feedback
  • Log Out

Applicable Roles/Permissions/Licenses

  • Roles: Any
  • Permissions: N/A
  • Licenses: CRM

 

Update User Settings

Update settings such as Biometric ID and Passcode. To get started, log in to the Canopy Mobile app.

1. Tap the Settings icon.

2. Tap Update Passcode.

  • Enter the updated 4-digit passcode.
  • Verify the new passcode.

3. Tap the Enable [Biometric ID] toggle switch.

    • Toggling the switch to green will enable the login with a biometric ID such as fingerprint, face ID, etc.
    • Toggling the switch to grey will disable biometric ID login.

Manage Your Profile Picture

Add a profile picture or take a selfie to enhance your Canopy experience and quickly identify team members.

1.  Tap the Settings icon.

2.  Select the three stacked dots.

3.  Choose from three options in the list.

    • Take profile picture
      • Snap a quick selfie and be on your way!
    • Select from photos
      • Choose from any picture saved on your mobile device.
    • Remove profile picture
      • If you remove the profile picture in error, simply click Undo at the bottom of the screen to revert back to the previous profile picture.

Find Help & Send Feedback

Find help documentation, contact customer support, or send feedback about the app. To get started, log in to the mobile app on your chosen device.

1. Tap the Settings icon.

2. Scroll to the Help section of the Settings page.

3. If needed, tap Help.

4. If needed, tap Contact Us.

  • Tap Call Support to place a call.
    • Free trial customers have access to the Sales phone number for any troubleshooting help.
  • Alternatively, you can Email our Support team.

5. If needed, tap Send Feedback.

Enter your feedback in the fields provided.

Log Out

Logging out of your Canopy account on a mobile device will require you to sign in, verify your account through email, and/or reset your passcode and biometric ID. To get started, open the Canopy app on your chosen device.

1. Tap the Settings icon.

2. Scroll to the bottom of the Settings screen.

3. Tap Log out.

4. Tap Logout in the Confirm Logout pop-up window.