The Practice Settings area lets you configure how your advisor portal works. Here is a summary of each settings page and what you can control.
Pipeline & Workflow Settings
Customize the stages deals move through in your pipeline. You can rename stages, reorder them, add new ones, and set colors. Removing a stage moves its deals to the previous stage automatically. Default deal settings (coming soon) will let you pre-fill values when creating new deals.
Client Settings
Controls how clients interact with your practice:
- Client Visibility — toggle which data categories (policies, loans, deployments, goals) clients can see when connected
- Link Approval — require manual approval for new connection requests, or auto-approve them
- Welcome Message — a message displayed to clients when they first connect
Billing & Usage
View your current plan, billing cycle, seat allocation, and usage metrics. Manage your subscription, view invoices, and see referral credits applied to your account.
Notifications
Control how you receive alerts:
- Email Frequency — Immediate, Daily Digest, or Off
- Weekly Digest — a Monday morning summary of practice activity
- Individual toggle per notification category (Seat & Billing notifications are always on)
Seat Defaults
Set default parameters for new client seats:
- Default Duration — no expiration, or 1-24 month auto-expiration
- Default Personal Message — pre-filled text for seat invitation emails
Review your settings during your first session. Most defaults work well, but customizing pipeline stages and notification preferences early saves time later.