Company Settings & Administration
Company profile and branding, users, roles, and permissions.
By Handoff and 2 others3 authors6 articles
Company Profile & Branding
Company information, branding, custom sending domain, and company files.
- How to find your way around SettingsOpen Settings on desktop or in the mobile app, and see what each section is for, which plan it needs, and who can open it.
- How to update your company profile and brandingChange your company name, contact details, address, logo, and brand color from Company settings.
- How to send emails and client links from your own domainPut your web address on client links and your name on client emails by connecting a domain you own from Company settings.
Users & Permissions
Invite users, manage roles, and control access.
- How to invite team membersInvite a team member by email or phone, choose their role, and manage pending invites, role changes, and removals from Settings.
- How roles and permissions workSee what Admin, Project Manager, Sales, and Field Crew can do by default, what each permission controls, and how custom roles work.
- How seats and team member limits workSee how many team members each plan includes, what counts as a seat, how to add seats, and what happens when you reach your limit.