Canopy University

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course
Get Started with Canopy
Get Started with Canopy
Get Started with Canopy

About the Course

Description:  This course is designed for anyone new to Canopy. Learn the basics of navigating Canopy from logging in to managing your settings. 

Prerequisites: None.        |           Estimated Time: 15 minutes

Learning Objectives:

  • Log in to Canopy
  • Adjust settings and profile information
  • Sync email and calendar 
  • Access and Permission basics

Course Categories

Beginner
Onboarding
Course Progress
Not started
Enroll
Course Outline
  1. Getting Started
    1. Logging into Canopy
    2. Getting around Canopy
    3. Navigating Canopy with Ease
    4. The Global Plus (+) Button: Your Shortcut to Quick Actions
    5. Keeping Your Account Secure with Two-Factor Authentication (2FA)
  2. Enter Practitioner Firm Information
    1. Access Account Settings
    2. Updating Your Firm Information in Canopy
    3. Updating Your Practitioner Information in Canopy
  3. Sync Email & Calendar
    1. Sync Email and Calendar Video
    2. Sync an Email and Calendar Account
    3. Access Email & Calendar Settings
    4. Add an Email Signature
  4. Basics of License, Access and Permissions
    1. Understanding Licenses, and Permission Sets
    2. Set Access Using Permission Sets
  5. Getting Help from Supporting Resources
    1. Using the Canopy Knowledge Base
    2. Help your Clients
    3. Contact Support
course
Get Started with Canopy
Get Started with Canopy
Course Progress
Not started
Enroll

About the Course

Description:  This course is designed for anyone new to Canopy. Learn the basics of navigating Canopy from logging in to managing your settings. 

Prerequisites: None.        |           Estimated Time: 15 minutes

Learning Objectives:

  • Log in to Canopy
  • Adjust settings and profile information
  • Sync email and calendar 
  • Access and Permission basics
Course Outline
  1. Getting Started
    1. Logging into Canopy
    2. Getting around Canopy
    3. Navigating Canopy with Ease
    4. The Global Plus (+) Button: Your Shortcut to Quick Actions
    5. Keeping Your Account Secure with Two-Factor Authentication (2FA)
  2. Enter Practitioner Firm Information
    1. Access Account Settings
    2. Updating Your Firm Information in Canopy
    3. Updating Your Practitioner Information in Canopy
  3. Sync Email & Calendar
    1. Sync Email and Calendar Video
    2. Sync an Email and Calendar Account
    3. Access Email & Calendar Settings
    4. Add an Email Signature
  4. Basics of License, Access and Permissions
    1. Understanding Licenses, and Permission Sets
    2. Set Access Using Permission Sets
  5. Getting Help from Supporting Resources
    1. Using the Canopy Knowledge Base
    2. Help your Clients
    3. Contact Support

Course Categories

Beginner
Onboarding