Entering your personal Canopy account information is the only required step in the First Login setup experience. This step applies to any license and involves creating a password for your Canopy account. To get started, click the link provided to you in your welcome email from Canopy.

Roles/Permissions:

• Roles: Admin
• Permissions: Company Information; Custom Branding

1. Enter your full Name in the fields provided.

• Your Email address should be pre-populated

2. Enter a Password.

3. Re-enter your password in the Confirm password box.

4. Click the Terms of Service checkbox to indicate that you agree to Canopy's Terms of Service and Privacy Policies.

5. Click Create account and continue.

Syncing Email and Calendar to Canopy

Syncing your email account and online calendar is a crucial step in setting up your Canopy account. Admins with a Practice Management license can sync one (1) Google or Microsoft calendar to Canopy at a time. Google/Microsoft calendaring is mirrored in your Canopy calendar. Upon syncing, events created in your Google/Microsoft calendar will immediately be reflected. Calendaring permissions granted in your Google calendar will also be reflected in Canopy. Keep in mind, you will only see the email and calendar options if you have a Practice Management license and have already completed Setting Up Your Canopy Account. To get started, return to the First Login set up experience.

Roles/Permissions:

• Roles: Admin
• Permissions: Company Information; Custom Branding

1. Click Add email account.

• Click Skip setup to close out of the first login setup permanently.
• The First Login setup will persist with each web session of Canopy until you either skip or complete it.

2. Select the option that best describes your email provider in the pop up window.

• If you don't see your email provider listed, click the Other Providers box.
• Click the Provider drop-down menu.
• If your email provider is not listed in that drop-down menu, scroll to the bottom of the list and click I don't see my provider.
• Yahoo accounts require additional steps to be connected with Canopy. For more information, refer to the Connecting a Yahoo email account article.

3. If applicable, check the box in-line with each item you wish to sync with Canopy.

• Calendar sync is only available for Gmail or Microsoft Exchange accounts.
• Click Select.

4. Enter your login information for your email account.

• Your email will take some time to connect to Canopy.
• Depending on the email provider you select, your input options may vary.
  • If you have selected I don't see my provider, you will be prompted to enter your IMAP and SMTP information.

5. Click Connect Account.

Entering your company information

Adding your company information is an important step in the setup process that applies across all license types. This information will pre-populate in various places throughout Canopy. To get started, continue through the First Login process.

Roles/Permissions:

• Roles: Admin
• Permissions: Company Information; Custom Branding

1. Enter a Company name.

• Click Skip setup to close out of the first login setup permanently.
• The First Login setup will persist with each web session of Canopy until you either skip or complete it.

2. If needed, type in your Firm Specialties.

3. Enter all applicable fields with your company information.

• Required fields will be marked with an asterisk (*).

4. Two-Factor Authentication for team members is ON by default.

• This feature is recommended to strengthen the security of Canopy accounts. 

5. Click Next.

Customizing your client communications

Setting up your custom branding in Canopy enables clients to view the Client Portal, emails, and invoices completely customized to fit your brand. Admins in Canopy will be able to customize their client interactions. To get started, refer to the First Login setup experience. You will see the Custom Branding experience once you enter your company information.

Roles/Permissions:

• Roles: Admin
• Permissions: Company Information; Custom Branding

1. Enter your client portal Domain.

• If your domain is available, a green checkmark will display in the field.
• When selecting a domain, be aware:
  • If you change your domain, your clients will be redirected from your previous domain to the new one for 30 days.
  • You will not be permitted to edit your domain during these 30 days.

2. Click Upload image.

3. Select a color from the available options.

4. Click Custom to further customize your color selection.

• Click and drag the color selector along the gradient scale.
• Alternatively, copy and paste a hex # in the Color Code field.

5. If needed, Choose or upload an image to be featured on the Client Login Page. 

6. Click Submit and next.

Adding Team Members

Adding your team members to Canopy will prompt an email welcoming them to the team and inviting them to set up their personal Canopy accounts.

Roles/Permissions:

• Roles: Admin
• Permissions: Company Information; Custom Branding; Team Members

1. Enter the email address of each team member.

• Separate each email with a comma.
  

2. Click Add.

3. Toggle the Include a personalized message switch to green in order to include a message with the email from Canopy.

• If needed, enter a message.

4. Click Save and next.

Assigning Licenses and Permissions

Once your team members have been invited, admins can assign specific licenses to each team member as well as customize permissions for accessing specific areas of Canopy. To get started, refer to the final step of the First Login setup process.

Roles/Permissions:

• Roles: Admin
• Permissions: Company Information; Custom Branding; Team Members; Roles and Permissions

1. If needed, click the applicable team member's email address.

2. Select the applicable permissions option from the Assign access level drop-down menu.

3. If needed, check the Include access to billing and invoicing.

4. Click the checkbox in-line with each license you with to assign to this team member.

• Continue this process with each team member listed.

5. Click Invite team members.