User & Firm Administration

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 Contacts

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
• Create Teams
• Edit and Delete Teams

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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 and Schedulers to the Client Portal
• Customize Your Welcome Message
• Create a Custom Email Signature
• Customize Your Domain Name

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Use Custom Fields & Tags

• Add a Custom Field
• Create New Tags
• Add Tags to Your .CSV
• Manage Marketing Sources

Account Management

• View Bulk Email History
• Send Bulk Emails
• Use the Activity Log
• Filter the Activity Log
• Add a Default Payment Method