LOCALCMO SETTINGS HELP

LocalCMO settings help

Check who and what each setting affects before you save it.

Manage account access

Choose the account, member, branding, domain, portal, or workspace setting you need to change.

Keep the workspace identity and business context current for every downstream surface.

Invite teammates, choose the pages they can use, and manage pending or active access from Settings.

Use one visual identity across customer-facing surfaces and preview the result.

Set the default logo, favicon, and primary color clients see in the white-label Client App.

Set the default grant, purchase packages, currency, alerts, and payment path for Client App token sales.

Move from a domain choice through the verification state used by customer-facing surfaces.

Extend records with agency-specific data while keeping client and location schemas distinct.

Choose a personal light or dark theme and a Standard or Compact navigation layout.