Manage Your Firm

Configure users, branding, templates, and firm settings.

• Client Feedback Tool: Roles & Permissions Guide
• Add New Users (Manually)
• Add Users (Batch Import)
• How to Create a Project Group
• Add Contacts (Batch Import)
• Add Projects (Batch Import)
• Edit Firm Members Alert Settings
• How to Setup Messaging & Branding
• Modern Branding Color Associations