Manage Your Organization
Team members, branding, emails and your subscription. · 6 articles
- Personalize your accountMake ContentsPal your own by adding your organization's name and logo. This guide shows you how to customize your account settings so that all reports and interfaces reflect your brand and create a professional impression with customers.
- Inviting team membersGrow your ContentsPal organization by inviting team members to collaborate on jobs and share chain of custody records. This guide shows you how to send invitations, track pending requests, and get your entire team set up and ready to…
- Managing organization membersThe Members tab on your Organization page is the control center for everyone who works in your ContentsPal account. From a single screen you can see who's on your team, what they can do, whether their phone is online and uploading, and…
- Customizing Emails Your Organization SendsSet the wording of the emails ContentsPal sends on your behalf — job shares, report links, review requests, and signature requests.
- Manage Your SubscriptionSee which plan your organization is on, update the card you pay with, download your invoices, or cancel — all from the Usage tab of your organization's page in the ContentsPal web app.
- Organization DashboardThe Dashboard tab on your Organization page gives owners and admins one view of the whole company: how many jobs are in progress, how much your team captured this week, who is in the field right now, and the value of non-salvageable…