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  1. Canopy
  2. User & Firm Administration

User & Firm Administration

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

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
See all 10 articles

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
See all 8 articles

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
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