Copyright 2023. Intercom Inc. Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0 Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.Copyright 2023. Intercom Inc. Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0 Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.Skip to main content

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Set Up your Organisation

Set Up your Organisation

All settings under "Organisation", for those with Business Admin Access

By Erica and 5 others6 authors13 articles

Changing your Company's Branding
Adding Website Plugins from Trail
How Do I Organize Teams, Permissions, and User Access Levels?
Assigning New Leads Through the Client Portal
How Do I Customise Client Document Types?
Customising your Pipelines
Customising your Activities
Customising your Profile (Referral) Sources
Custom Profile Tags
Custom Automations
Custom Email Templates
How to connect your organisation's Shared Email Integration
Using Single Sign-On in Trail

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