Settings & Configuration

Company Settings

From the Settings page, administrators can configure:

• Company Name — displayed throughout the portal and on the intake form
• Company Phone — primary contact number (E.164 format)
• Company Email — primary contact email
• Office Address — used for distance calculations on lead maps

Changes are saved immediately and reflected across the platform.

Theme

Toggle between Light and Dark mode from the Settings page or the header theme toggle.

Sidebar Behavior

The sidebar can be configured to:

• Hover to expand — sidebar expands on mouse hover (default: on)
• Always collapsed — sidebar stays collapsed, click to expand