To access company settings, click on your cog in the top-right corner of the screen. Then select Company.
Company
Company profile
Company logo: Place a company logo, visible...
on your company's login screen
in the menu bar on the platform
in all e-mail notifications
Language: This is where you set the default language of the platform. So what is the impact of this choice?
Login screen: input fields, login button and other links are displayed in this language.
New contact: every time you or a team member adds a new contact, the default language is set, unless specified otherwise.
Storage: keeps an overview of how much free storage remains in your environment.
Out of Office
Let customers know you are taking a break with the out of office banner. Create a banner with a message in the company settings and then put the banner live. Once live, the banner is always visible to all contacts.
Integrations
Get an overview of current integrations and their documentation.
Want to know more about integrations? Contact us!
Image Login page
Here you can change the background image displayed on the login screen. This image is visible to all contacts (team members, customers and partners).
Tip: Avoid uploading very large files, as they will take longer to load, especially with slow internet connections. You can change the file size by reducing the size, quality or resolution (72 pixels/inch is fine) of the image.
Settings
Several of our features use Categories. We provide a number of categories by default, but we are very flexible in this and also offer the option to create custom categories for Documents, Conversations, Finance and Aftercare!
Create a category via the ‘+ Category’ button. Once you have created custom categories, you can easily edit and/or delete them via the pencil or bin icon, respectively.
Subscription
Get a quick overview of your current subscription including:
Renewal Date
Current Usage and Maximum number of Units
Billing and reminder e-mail address
