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  1. Canopy
  2. Settings

Settings

Support materials to guide you through Canopy account settings including integrations.

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
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