Settings

Admin Settings

• Updating Company Information
• Customizing the Client Portal in Canopy
• Previewing Pages, Invoices, and Emails
• Assigning Product Licenses
• Using Custom Fields
• Reviewing Bulk Email History

Basic Settings

• Updating Your Information in Canopy
• Connecting an Email Account
• Syncing a Calendar in Canopy
• Working With Task Templates
• Managing Folder Templates
• Managing Tags

Team Member Mangement

• Inviting New Team Members to Canopy
• Assigning Team Members to a Client
• Assigning Team Members to Multiple Clients
• Removing Team Members from Canopy.
• Team Member Permissions

Dashboards

• Getting to Know the Canopy Dashboard
• Exploring the Contact Dashboard
• Exploring the Notifications Center