Canopy Admin Training

1. Set up your Canopy Account

• 1.1 Get Started In Canopy!
• 1.2 Set up Firm and Practitioner Info
• 1.3 Customize your Firm's Branding on Canopy
• 1.4 Manage Billing Settings
• 1.5 Get Help from Support Resources

2. Access, Permissions and License Management

• 2.1 Manage and Add Canopy Licenses
• 2.2 Manage Permission Sets

3. Add and Manage Team Members on Canopy

• 3.1 Invite and Remove Team Members
• 3.2 Create and Manage Teams
• 3.3 Create and Assign Roles

4. Communication in Canopy

• 4.1 Sync Email and Calendar
• 4.2 Create and Use Email Templates
• 4.3 Communicate in Canopy with Comments