Canopy Knowledge Base

User & Firm Administration

Learn how to manage team members, create teams, and more in your Canopy licenses.

45 articles

Invite Team Members & Create Teams

Invite New Team Members to Canopy

Remove Team Members From Canopy

Create a New Team

Edit and Delete Teams

Set User Service Rates

Set Internal Cost Rates for Team Members

Purchase & Assign Licenses

Purchase Product Licenses

Assign Product Licenses

Purchase Additional Clients

Assign Roles & Permissions

Assign Access & Permission Sets

Customize Access and Permission Sets

Explore Teams & Roles

Invite Team Members to Canopy

Assign Access and Permissions

Customize Access and Permissions

Get Familiar With Roles

Edit and Delete Teams

Remove Clients From Team Members and Teams

Assign Team Members and Teams to a Client

Assign Team Members and Teams to Multiple Clients

Manage Assignments From the Client List

Update Company/Firm Information

Update Company Information

Add Links to Home Pages

Assign Clients to Team Members

Assign Team Members to a Client

Assign Team Members to Multiple Clients

Remove Clients From Team Members

Add & Manage Custom Branding

Customize Your Logo Image

Select a Custom Branding Color

Add Third-Party Links & Schedulers to the Client Portal

Customize Your Welcome Message

Create a Custom Email Signature

Customize Your Domain Name

Toggle Display Names on the Client Portal

Show the Billing Tab on the Client Portal

Use Custom Fields & Tags

Add a Custom Field

Add Tags to Your .CSV

Manage Marketing Sources

Account Management

Experimental Features

View Bulk Email History

Send Bulk Emails

Use the Activity Log

Filter the Activity Log

Add a Default Payment Method

Canopy Dynamic Links Troubleshooting