Key Benefits of Agency Company Settings

Agency Company Settings serve as a centralized control panel enabling agencies to:

Accessing Agency Company Settings

Navigate to your Agency Dashboard, click the Settings gear icon in the bottom-left panel, then select the Company tab. Three primary tabs are available:

  1. Basic Details — Core business information and feature toggles
  2. Whitelabel — Logos, domains, policies, and custom code
  3. Advanced Settings — Security preferences and onboarding tools

Part 1: Basic Details Tab

Company Info & Identity

Update foundational company details including: