Firm Settings
In the upper right hand corner of your dashboard, you'll see a circle icon with either your initial or your avatar (if you've uploaded a unique one). Click on this icon and navigate to Firm Settings.
Outline
Firm Settings gives you complete control over how the Firm operates within Finpace.
It is recommended that a Firm Admin with granted authority customize these settings.
Firm Settings Sections
After clicking on Firm Settings within the circle in the upper right corner of your dashboard...
You will be presented with six (6) sections to leave as is or customize:
- General
- Emails
- Disclosures
- Team
- Billing
- Calendar
As a Firm Admin, you are able to change Firm Settings at any point in time.
General
Emails
Emails are discussed in detail in this article within Finpace Docs. For more information, please refer to that article.
Disclosures
Disclosures are discussed in detail in this article within Finpace Docs. For more information, please refer to that article.
Team
Team, as in building out your team within Finpace, is discussed in detail in this article within Finpace Docs. For more information, please refer to that article.
Billing
Billing is discussed in detail in this article within Finpace Docs. For more information, please refer to that article. If you'd like to get started with Finpace right away, please see Pricing.
Calendar
Calendar is still in Beta. When the full functionality is released, you will hear from us via email. Thanks for your patience!
