What are company settings
Company settings differ from book settings:| Scope | Applies to | Managed by |
|---|---|---|
| Company settings | All books in the firm | Company admins |
| Book settings | Single book | Book admins |
| User settings | Individual user | Each user |
Access company settings
1
Open settings
Click Settings in the sidebar.
2
Select Company
Click Company or Firm Settings.
Company configuration
Firm profile
Basic information about your firm:- Company name — Your firm’s display name
- Logo — Appears in shared materials
- Website — Your firm’s URL
- Address — Business address
Branding
Customize Slant’s appearance:- Primary color — Accent color for your workspace
- Logo placement — Where your logo appears
Default settings
Set defaults that apply to new books:- Default service tiers
- Default review cadences
- Standard tag sets
Shared resources
Task labels
Create labels available across all books:- Standard categories for tasks
- Consistent organization
- See Task labels
Email templates
Shared email templates for the firm:- Firm-wide templates
- Consistent messaging
- See Email templates
Project templates
Standard project templates:- Onboarding workflows
- Review processes
- Compliance projects
User management
Company users
View all users across your firm:- Active users and their book access
- Pending invitations
- Deactivated accounts
Billing seats
Manage user licenses:- Current seat usage
- Available seats
- Add or remove licenses
Security settings
Authentication
Configure login requirements:- Single sign-on (SSO) configuration
- Password policies
- Session timeout settings
Data policies
Control data handling:- Data retention settings
- Export permissions
- API access controls
Integrations
Company-level integrations:- Custodian data feeds
- SSO providers
- Compliance tools
Billing
Subscription
View and manage your subscription:- Current plan
- Billing cycle
- Payment method
Usage
Track usage across the firm:- Active users
- Storage usage
- API calls (if applicable)
Invoices
Access billing history:- Past invoices
- Payment receipts
- Download for records
Who can access
Company settings require company admin role:| Setting Area | Company Admin | Book Admin | Member |
|---|---|---|---|
| Firm profile | ✓ | — | — |
| Shared templates | ✓ | View | View |
| User management | ✓ | — | — |
| Billing | ✓ | — | — |
| Security | ✓ | — | — |