Phase 2: Customization

Customize your FlexPoint account

Account Customization & Internal User Management

Objective: Customize your FlexPoint account to reflect your branding, set user access and roles, and configure internal notifications to support your team’s workflow.

Progress: 0%

Branding Overview

Set up your company logo, theme, and appearance preferences.

How to Add a Custom Client Portal Domain

Set up a personalized portal domain for your clients.

How to Add a Custom Email Domain

Send emails using your company’s domain.

How to Pick PDF Source

Select your desired PDF source for invoices and quotes.

Role Based Permissions

Set user roles and permissions for your internal team.

Internal Email Notifications

Configure internal notifications to keep your team informed.

Completion Criteria

• ✅ Company logo added
• ✅ All relevant team members added to FlexPoint
• ✅ Internal notification configured (default email added)
• ✅ Outgoing email sender configured
• ✅ Desired PDF source selected

FAQs

Can I customize notifications per user?▶

Yes, each team member can have custom email and in-app notification settings configured by an admin.