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Canopy
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