Use the platform settings to help you white-label, personalize, and set permissions in Stagebase.
Uploading your logo. #
This will replace the Stagebase logo in the top left of the platform and in all of the system communication emails.
- Go to the “Settings” page in the left navigation.
- Click the “General Settings” tab.
- Click the “+” button under the logo section at the top of the page
- Select your logo file from your computer. (Note: Once you select a file, you will see the logo appear in the top left corner of the platform)
Settings for Frontline Users. #
This setting is used if you are subscribed to team or team + integrations
- Go to the “Settings” page on the navigation bar.
- Click the “General Settings” tab.
- Toggle on or off what you don’t want your front-line users to access.
Integrations #
This setting is used if you are subscribed to team + integrations
- Go to the “Settings” page on the navigation bar.
- Click the “Integrations” tab.
- Click the “enable” button next to the CRM you want to integrate. (Note you will need admin access to connect to your CRM)
- Select configuration and toggle on and off the desired settings.
Connect your email address #
- Click on your profile icon in the upper right-hand corner.
- Select “Profile.”
- Scroll to the bottom of the page under the “Email” section and click the “connect” button.
- Type in the email you would like to connect to and click Log in.
- Select “Sign in” with Google, or for Outlook, click Select a different Provider.
- Follow the prompts to connect.
For any questions regarding your Stagebase settings or the integrations, reach out to support@stagebase.com. If you want to upgrade, click here to select the right plan.
