Profile Settings

Access your profile settings by clicking your avatar in the top right corner and selecting "Settings". Here you can:

• Company Information: Update your firm or company name, which appears on all client communications and the portal header.
• Logo Upload: Upload your company logo (recommended size: 200x200px, PNG or SVG format). This displays on the client portal and email notifications.
• Contact Details: Set your support email and phone number so clients know how to reach you with questions.
• Time Zone: Configure your time zone for accurate due dates and timestamps.

Team Management

Collaborate with your team by inviting members and assigning appropriate roles:

• Invite Team Members: Go to Settings → Team and click "Invite Member". Enter their email address and select a role. They'll receive an invitation email to join your workspace.
• Role Assignment: Choose from Admin (full access), Manager (can create and manage requests), Member (can create requests for assigned clients), or Viewer (read-only access).
• Permission Control: Admins can customize permissions for each role, controlling access to sensitive features like billing, client data, and exports.
• Activity Monitoring: Track team member activity and see who created, sent, or reviewed specific requests.

Branding

Create a seamless, professional experience by customizing the client portal:

• Brand Colors: Set primary and accent colors that match your brand identity. These colors apply to buttons, links, and highlights throughout the client portal.
• Custom Domain: Use your own domain (e.g., portal.yourfirm.com) instead of the default Infile subdomain. Requires DNS configuration and is available on Pro and Enterprise plans.
• Email Templates: Customize the header, footer, and styling of automated emails to match your brand. Add your logo and adjust colors for consistency.
• Welcome Message: Add a custom welcome message that clients see when they first access the portal. Use this to provide context or instructions.