Partner Settings

This is the help text the console shows in the help panel on this page.

Partner Settings controls how your firm looks to clients and where client reports go. It is available to Partner Owners; see Roles & Permissions.

Firm & Branding

• Firm name — shown in the navigation and in client reports.
• Brand color — a hex color used for accents in client-facing reports.
• Firm logo — Upload Logo (PNG, SVG or JPEG, up to 2 MB) or Remove Logo.
• Welcome tour — replay the setup wizard shown when you first joined.

Click Save changes to apply.

Client Delivery

Under Report delivery per client, set for each client organization the Report recipients (email addresses that receive the Board Pack) and a Reply-to email, which defaults to your account email if left blank. Until you enroll a client you see “No client organizations enrolled yet.”