Released today are a series of updates focused on the Firm Admin (Owner) profile.
Click on each release for video content and information.
- Ability to White Label Login Screen, Video 3 minutes
- Firm Settings Page, Video 2 minutes
- Control Over Adding Firm User Seats, Company Instances, and Company Users
- Firm Seats, Video 2 minutes
- Company Instances or Users, Video 2 minutes
- Marketplace: The marketplace is fully customizable at the firm level. Video 2 minutes