What is a book?
A book is your workspace in Slant—think of it like a Slack workspace. It contains all your clients, prospects, contacts, tasks, and other data. Each book is independent, with its own settings and team members. Most advisors have one book. Larger firms may have multiple books for different teams or practices.Settings categories
Team and access
Control who can access your book and what they can do:- Team members — Add or remove users
- Permissions — Set access levels for each user
- Invitations — Manage pending invites
Data customization
Tailor how data is structured:- Custom fields — Add fields for firm-specific data
- Tags — Create and manage tags for categorization
- Service tiers — Configure tier definitions
- Review schedules — Set default review cadences
Workflows and automation
Configure automation settings:- Workflow defaults — Set default behaviors
- Sequence settings — Configure email sequence defaults
- Notification preferences — Control what triggers notifications
Integrations
Manage connected services:- Email accounts — See connected email integrations
- Custodian settings — Configure data feed preferences
- Connected apps — Manage third-party integrations
Access book settings
1
Open settings
Click Settings in the sidebar.
2
Select category
Choose the settings category you want to configure.
3
Make changes
Update settings as needed.
4
Save
Changes save automatically or click Save when prompted.
Permission requirements
Book settings have different permission requirements:| Setting Type | Who Can Access |
|---|---|
| View settings | All team members |
| Personal preferences | Each user for themselves |
| Team management | Admins only |
| Custom fields | Admins only |
| Integrations | Admins only |
Settings vs preferences
Book settings affect everyone in the workspace:- Custom fields
- Team permissions
- Integration configuration
- Default values
- Notification settings
- Display preferences
- Default views
Common configuration tasks
Initial setup
When first setting up your book:- Add team members and set permissions
- Create custom fields for your practice
- Configure service tiers
- Set up integrations (email, custodians)
Ongoing maintenance
Regular settings tasks:- Add/remove team members as staff changes
- Create new custom fields as needs evolve
- Adjust workflows based on experience
- Review and clean up unused tags