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                    Customization and setup

                    Customize your setup to get the most out of Copilot

                    Basic customizations copy-icon

                    Customize your portal to create an experience for clients that feels familiar and is aligned with your brand. A good starting point is to set your brand name, upload your brand assets, and set your font. These preferences and images will automatically be used in various places, including your portal sidebar, portal log in screen, client email notifications, invoices, and more

                    Set up basic customizationscopy-icon

                    1. Navigate to the Customization page.

                    2. Set your brand name.

                    3. Upload your image assets, including a square icon, full icon, and login image.

                    4. Set your brand colors, including a sidebar background color, sidebar text color, and accent color.

                    5. Customize your font.

                    App setup copy-icon

                    On the App Setup page you can configure the apps that are enabled, add new ones, and remove ones you don't need. For Client Apps, you can rearrange the order of apps and this will update how they show to clients on the portal sidebar. The app that you move to the top will be the default home page for clients. If you click the Edit button you can:

                    • Specify the app name.

                    • Specify the app icon.

                    • Disable or delete the app.

                    • Set other preferences that are app-specific. For example, on the Billing App you can customize the payment methods clients are allowed to use.

                    To add a new app click on Add an app. Here you can set up apps made by Copilot, made by partners, and create a Custom App.

                    App-specific recommendationscopy-icon

                    If you use the Messages App, customize your welcome message. Your welcome message is automatically sent to clients the first time they log in. A great welcome message introduces your firm and explains how you want clients to use and navigate the portal.

                    If you use the Billing App, configure what payments method you want to accept and also whether you want pay for payment processing fees or pass them on to clients.

                    In addition, consider adding some of our recommended Embeds including:

                    • Notion for a modern client home page.

                    • Calendly for client meeting scheduling.

                    • Airtable to communicate client project statuses.

                    Linking to your portal copy-icon

                    On your marketing website, we recommend that you add a Client portal or Log in button that points to your portal. This makes it easy for clients to easily navigate to your portal from your marketing website. To set this up, follow these steps:

                    1. Click on Portal in the bottom-left of your sidebar.

                    2. Copy the portal URL.

                    3. Set up the button on your marketing website navbar and point it to the above URL.

                    You can also configure a sign up flow so that visitors on your marketing website can self-serve create client accounts.

                    Inviting your team copy-icon

                    You can other internal users on the Settings > Team page. There are two roles for internal users, admin internal users and staff internal users and you can learn more about the differences in the internal user roles article.

                    Payout account copy-icon

                    If you plan to use the Billing App, you need to first connect a payout account. This lets us send money to you when clients pay you. In all transactions Copilot acts as the merchant which means that money first flows to us, and then we immediately send it out to you. You can connect a payout account on the Settings > Payout account page.

                    Frequently Asked Questions

                    How do I update the name that is used in the portal and for email notifications to clients? copy-icon

                    The name of your company that clients see in your portal and in email notifications is called the brand name.

                    The email sender name is automatically set as your brand name followed by 'Portal'.

                    For example, if your brand name is set as 'Sample Company', the email sender name will appear as 'Sample Company Portal'.

                    You can update your brand name on the Customization page under Brand name.

                    Can I customize the copy used in client email notifications? copy-icon

                    It is not currently possible to customize the copy for client email notifications. This is a popular feature request and on our roadmap.

                    How can I customize my apps? copy-icon

                    There are multiple ways you can customize your apps. To do so, navigate to the App Setup page. Click Edit on any app to:

                    Delete or disable the app Change the app's icon Update the content of Partner Apps Change the global settings for Copilot Apps

                    You can reorder the apps directly from the App Setup page by dragging and dropping the apps in your preferred order.

                    *Note: When apps are reordered, the changes will not be visible to internal users, but they will be visible to your clients in their sidebar.

                    How can I customize my portal so that clients see their company branding instead of mine? copy-icon

                    If you'd like your clients to see their company name and logo when they log in, instead of yours, you can turn on Client Branding.

                    To do this, go to the Customization tab in your sidebar, and turn on Client Branding.

                    Once this is turned on, any client assigned to a company will see their company name and logo at the top of their sidebar in the portal.