For agencies🏢 Agency Management

Set your branding and agency settings

Configure your logo, agency name and contact, active languages, and scheduling and dispatch automation rules.

Your branding appears on relationships, emails, invoices, and PDFs. Settings is a role-aware hub where you also set scheduling policy and dispatch automation.

Step by step

  1. 1Go to Settings, Profile & Team, and open Branding (owner only) to set your agency name, address, phone, and upload a logo.
  2. 2Save branding; the logo is resized for you and your name and logo are pushed out to all interpreter relationships, emails, and documents.
  3. 3Open Settings, Operations, Active Languages to choose the languages your agency offers.
  4. 4In Operations, set scheduling rules such as the confirmation workflow and offer drop cutoff.
  5. 5Open Dispatch Tools to manage automation: auto-assign best fit and broadcast offers (both on by default), the drag-to-rank best-fit weighting, and saved job templates.
  6. 6Use the deep-linkable tabs and sub-tabs to jump straight to the section you need.

Tips

  • Branding is owner-only; many other manager-only sub-tabs (Public Profile, Team, Notification Templates, QuickBooks) appear based on your role, and coordinators see a restricted set.
  • PNG logos keep their transparency; if a resize fails, the original image is used.
  • Dispatch automation toggles default to on, turn them off only if you prefer to assign manually.

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