Organization and branding - Dealpipe

Select the organization

Check the active workspace before making changes. Organization name, team, and settings belong to that organization and can differ between workspaces.

Configure branding

Open branding settings and edit the available logos, colors, and appearance options. Review previews for affected surfaces, emails, and documents. Save through the provided action. For a custom domain, follow the DNS instructions shown during setup and check verification status. Entering a domain name alone does not complete configuration.

Defaults and templates

Maintain calculation defaults, reservation templates, and document templates in their respective settings. Then review a representative process to confirm that the settings fit the intended use.

Joining and administration

When join domains are configured, review verification, joining mode, and default role. Process pending join requests deliberately. Use the audit log, where available, to review recorded changes. Billing identity is managed separately under billing.

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