Agency Settings
Agency Settings
An Inside Look at Agency Company Settings: What You Need to Know. This article will discuss Whitelabeling your app, login portal, system-generated links, an...
Wed, 3 May, 2023 at 3:23 PM
With our API domain, you can brand your system-generated links to represent a chosen domain. We highly recommend adding your API domain to increase delivera...
Thu, 30 Mar, 2023 at 8:26 AM
To delete a Sub-account (formerly called Locations) Please head into 'Agency view' > Click on the "Sub-accounts" Tab in the left naviga...
Fri, 25 Aug, 2023 at 1:12 PM
The Optimize Experience section of your Agency Settings is where you can control features we use to gather feedback, educate new users, and notify users. ...
Wed, 31 Aug, 2022 at 12:48 PM
UPDATE: "New Sidebar Experience" became standard on June 22nd, 2022. We highly recommend familiarizing yourself with the V2 Sidebar. Why th...
Mon, 27 Jun, 2022 at 10:45 AM
You can change your agency's address by going to Agency view -> Settings -> Company -> Company Address section
Mon, 13 Dec, 2021 at 12:28 PM
When you interact with our support, services, customer success or product teams they will request your Agency's Relationship Number. This allows us to d...
Mon, 20 Dec, 2021 at 3:04 PM