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
- Assign Team Members to a Client
- Remove Team Members From Canopy
- Assign Team Members to Multiple Clients
- Create a New Team
- Edit or Delete Teams
Purchase & Assign Licenses
Account Management
Assign Roles & Permissions
Update Company/Firm Information
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