Firm record
Your record shows what your firm holds and a list of the changes Bisbe records.
The list does not put a change back for you: making the change again is how you undo one.
The same screen flags anything that needs your attention — an invitation nobody opened, a seat nobody is using — and it says only what your record actually shows.
Resending an invitation, and looking at the app as one of your people sees it, are both in Set up, under Team. If an address was typed wrong, cancel that invitation and send a new one. For a copy of your data, see "Download your data".
Firm record
More in Set up5 pages
- Set upSet up is the owner’s tab, where your firm’s settings live, with Team, Doors, Seats, Portal, Brand and Status.
- 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.
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