Company & Office Settings

Articles

• Office Settings: managing offices
• Edvisor API: legacy endpoint deprecation
• Campus Profile essentials
• How to connect Edvisor to Fidelo
• Company Settings: sales pipelines
• Office custom fields and quote branding
• How to control Agency Portal sign-ups: manual vs automatic approval
• Company Settings: currency and exchange rate management
• Company Settings: information and recruitment data
• Troubleshooting API OAuth authentication errors
• School settings overview
• Edvisor as a Zapier trigger event
• How to create email templates
• File request templates
• Payment Settings: subscription management