Here you will learn about establishing firm wide settings, including branding.
Looking for specific billing or reporting settings? Follow these links for information on billing and reporting settings.
Some of your firm settings must be configured by the Bridge team on the backend. These settings include: change of firm name and change of branded link. Please contact us at support@bridgeft.com for assistance with these and any other questions you have regarding making changes to your dashboard. We're happy to help!
Firm Settings
Firm settings are found in the drop-down menu under your Name in the top right-hand corner of Atlas.
Branding
To learn more about personalizing Atlas to your company branding, see our branding article here.