Settings

Manage your organization settings

Organization

Basic organization information

Branding

Customize the look of your client portal

Drag and drop or click to upload

Team Members

Manage who has access to your portal

JD

John Doe

john@example.com

Admin
JS

Jane Smith

jane@example.com

Member

Billing

Manage your Stripe integration

Stripe not connected. Connect your Stripe account to accept payments from clients.