Canopy University

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Manage Canopy Settings, Licenses and Permissions
Manage Canopy Settings, Licenses and Permissions
Manage Canopy Settings, Licenses and Permissions

About the Course

This course will help you confidently manage user access, settings, and licenses in Canopy. Learn how to assign permissions, control feature access, and ensure the right team members have the right level of access—balancing security with efficiency. Perfect for firm admins looking to streamline user management and maintain firm-wide control.

Course Categories

Admin
Beginner
Course Progress
Not started
Enroll
Course Outline
  1. Course Overview
    1. Course Roadmap
  2. Manage Canopy Admin Settings
    1. Company Information
    2. Add Links to the Home Dashboard
  3. Customize Your Firms Branding
    1. Customize Your Branding Video
    2. How to Customize your Branding
    3. Create a Custom Logo
    4. Select a Custom Branding Color
    5. Customize the Client Login Page
  4. Billing Settings
    1. Billing Settings Overview
    2. Billing Settings Video
    3. Time Settings
    4. Invoice Settings
    5. Automate Late Fees
    6. Service Items
    7. User and Firm Rates
    8. Enroll in Canopy Payments
  5. Manage and Add Canopy Licenses
    1. Manage Current Canopy Licenses
    2. Smart Credits and Engagement Credits
    3. Assign and Remove Team Member Licenses
    4. Purchase Additional Licenses
    5. Update Default Payment Method
  6. Manage Permission sets
    1. View and Edit Permission Sets
    2. Duplicate permission sets
    3. Assign Permission Sets to Users
  7. Course Wrap Up
    1. Learn More
    2. Course Feedback
course
Manage Canopy Settings, Licenses and Permissions
Manage Canopy Settings, Licenses and Permissions
Course Progress
Not started
Enroll

About the Course

This course will help you confidently manage user access, settings, and licenses in Canopy. Learn how to assign permissions, control feature access, and ensure the right team members have the right level of access—balancing security with efficiency. Perfect for firm admins looking to streamline user management and maintain firm-wide control.

Course Outline
  1. Course Overview
    1. Course Roadmap
  2. Manage Canopy Admin Settings
    1. Company Information
    2. Add Links to the Home Dashboard
  3. Customize Your Firms Branding
    1. Customize Your Branding Video
    2. How to Customize your Branding
    3. Create a Custom Logo
    4. Select a Custom Branding Color
    5. Customize the Client Login Page
  4. Billing Settings
    1. Billing Settings Overview
    2. Billing Settings Video
    3. Time Settings
    4. Invoice Settings
    5. Automate Late Fees
    6. Service Items
    7. User and Firm Rates
    8. Enroll in Canopy Payments
  5. Manage and Add Canopy Licenses
    1. Manage Current Canopy Licenses
    2. Smart Credits and Engagement Credits
    3. Assign and Remove Team Member Licenses
    4. Purchase Additional Licenses
    5. Update Default Payment Method
  6. Manage Permission sets
    1. View and Edit Permission Sets
    2. Duplicate permission sets
    3. Assign Permission Sets to Users
  7. Course Wrap Up
    1. Learn More
    2. Course Feedback

Course Categories

Admin
Beginner