SETTINGS

Settings guides

Adjust the agency-level controls that shape identity, access, connections, and the experience your team sees.

Manage account access

6 guides, organized around the work you need to do.

Keep the workspace identity and business context current for every downstream surface.

Invite teammates, choose the pages they can use, and manage pending or active access from Settings.

Set the default logo, favicon, and primary color clients see in the white-label Client App.

Set the default grant, purchase packages, currency, alerts, and payment path for Client App token sales.

Extend records with agency-specific data while keeping client and location schemas distinct.

Choose a personal light or dark theme and a Standard or Compact navigation layout.