Validate Settings

Clicking the Settings icon will open more tabs as listed below

• General

• Providers

• Logos

• Email Configurations

• Billing

• Email Notifications

• Taxes

• User Management

• Currency Conversion

• Custom Views

• Public Signup

• Email Templates

• Subscription Expiry Checks

• Autotask or ConnectWise (depending on the configured integration)

Review and update the following settings to ensure your organization's branding, email configuration, and notification preferences are correctly configured.

• Click on General Setting tab, validate the Organization Details & update (if required)

• Click on Logos tab and update all logos for various sections to get your custom branding.

• Click on Email Configurations tab, update the SMTP settings with option to choose various authentication method like Legacy SMTP, Modern O365 and SendGrid.

• Click on Email Notifications tab and configure the emails for the required events