Description:  The Canopy Admin Learning Path is designed to help firm administrators efficiently set up and manage their Canopy account. This course covers essential administrative tasks, including configuring firm settings, managing team access, and customizing branding to ensure a seamless experience for both staff and clients.

Prerequisites: None.        |           Estimated Time: 40 minutes

Learning Objectives:

• Set up and update firm and account information, including company details and preferences.
• Invite and manage team members, assign roles, and configure permissions for secure access control
• Customize branding and client portal settings to align with your firm’s identity.
• Configure billing, subscription, and integrations for streamlined operations.