Set up
Set up is the owner’s tab, where your firm’s settings live, with Team, Doors, Seats, Portal, Brand and Status.
Doors is the screen that shows which tabs each of your people can open.
It sits at the end of your own tabs — last in the side menu on a desktop, and on a phone behind More whenever you have more tabs than fit, until you open it.
It is in your tabs only if you run the firm. Nobody else’s tabs include it, so your staff see their own tabs and nothing extra.
Each screen shows what is really there.
There is a way back to work from every one of them.
Set up
More in Set up5 pages
- TeamThe team screen lists the people at your firm who actually hold a seat, with how to reach them and whether they are the Owner.
- SeatsThe first line tells you what you need to know: how many seats are in use, and how many are free.
- DoorsThis screen is a picture of the tabs as your people see it.
- BrandYour firm’s name shows through the app, and Set up has a Brand section for your name, your logo and your colors.
- Firm recordYour record shows what your firm holds and a list of the changes Bisbe records.
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