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Copilot
General
Internal Team Features
Internal Team Features
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What are leads and assignees?
How does the notification center work?
How do I remove a client from a company?
How do I assign or reassign a company to a client?
How do I edit the icon or name for a company?
How do I create a company?
How do I delete a client?
How can I disable or delete Apps?
How can I change the profile image for clients and companies?
How can I change the name of my company as displayed on my invoices?
How can I delete a company?
How can I update fields for multiple clients at once?
What are best practices for inviting clients and getting them active?
How do custom fields work?
How do I reorder the Apps my clients see in their sidebar?
How do I import many clients at once?
If I have multiple portals, can I access all of them from Copilot Dashboard?
Can I have multiple portals and log in with a different email for each portal?
Does it cost more to add another portal in Copilot Dashboard?
How do I add another portal to Copilot Dashboard?
How do I switch between portals in Copilot Dashboard?
How do I preview the client experience?
How do I change my custom web domain?
What is Copilot Dashboard?
Why can't I change my custom web domain?
How do notification settings work?
How can I customize my Apps?
Can you update the email sender name that is used for email notifications to clients?
How can I export my data?
How do I delete internal team members?
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