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Account, Profile, and Integrations

Account, Profile, and Integrations

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.

  1. Go to the “Settings” page in the left navigation. 
  2. Click the “General Settings” tab. 
  3. Click the “+” button under the logo section at the top of the page 
  4. 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

  1. Go to the “Settings” page on the navigation bar. 
  2. Click the “General Settings” tab. 
  3. 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

  1. Go to the “Settings” page on the navigation bar. 
  2. Click the “Integrations” tab. 
  3. Click the “enable” button next to the CRM you want to integrate. (Note you will need admin access to connect to your CRM)
  4. Select configuration and toggle on and off the desired settings. 

Connect your email address #

  1. Click on your profile icon in the upper right-hand corner.
  2. Select “Profile.”
  3. Scroll to the bottom of the page under the “Email” section and click the “connect” button. 
  4. Type in the email you would like to connect to and click Log in. 
  5. Select “Sign in” with Google, or for Outlook, click Select a different Provider. 
  6. 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.

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