What it's forReplies sound like your firm and the app, emails and portal carry your brand.
Who it's forAdministrators.
Step by step
- Step 1: Open SettingsAdmin & help › Settings (or account menu › Firm settings). Sections: Firm, Branding, Email connection, Team, Trades, AI and Portal.
- Step 2: Firm and repliesEnter the Firm name, Your main inbox address, How replies should sound (e.g. warm, brief, Australian English) and the Email signature. Press Save firm details.
- Step 3: BrandingPick the Primary and Secondary colour and a Banner style, and upload a Logo (PNG, JPEG, WebP or SVG up to 150 KB). Watch the Live preview, then Save branding. Reset to StrataWorx defaults undoes it.
- Step 4: AI (Premium)Choose the AI provider and model, and where AI processing happens. Test connection, then save.
Tips
- Branding applies to everyone in your firm and to the resident portal, contractor pages and lobby screens.
Previous and next follow the Admin section.