Dubsado

Trevor

Essential settings for your Dubsado account and brand

Account & brand settings

Accessing your settings

Notification settings & the updates panel

Collect and store the information relevant to your business using custom fields.

Custom fields

Find your way around the settings that keep your account running. Access your settings, manage notifications and the updates panel, and set up custom fields.

Managing your account

Upload your logo, set your brand color, and update the contact information your clients see on invoices and in the client portal.

Branding settings

Set a brand color in your Styling settings to give your forms, invoices, emails, and scheduler a consistent, on-brand look.

Choose a brand color

Connect a custom domain so invoices, forms, schedulers, and client portal links show your own branded URL instead of hello.dubsado.com.

Customize your Dubsado URLs

Set the browser tab title, favicon, and social media preview details that show up whenever you share a client-facing link.

Customize URL metadata

Learn where Dubsado branding shows up by default on client-facing pages, and how to replace it with your own.

Will my clients see any Dubsado logos or branding?

Shape what your clients see when they interact with you. Set your logo and colors, customize your Dubsado URLs and their metadata, and check exactly which Dubsado elements stay visible to clients.

Client-facing settings

What a team member is in Dubsado, the roles you can assign, what team member access does and doesn't include, and how team plan pricing works.

What is a team member?

Team member roles & permissions

How you and your team can manage which Dubsado notifications you receive, and where.

Team member notification settings

How to invite a team member to your workspace, choose their role, walk them through accepting the invite, and edit or remove a team member later.

Invite a team member to join your workspace

What to do when a team member you invited never got the invitation email, including how to fix a wrong email address and how they can find the invite by…

I invited a team member but they didn't receive an email

Add the people you work with and control what they can access. Invite team members, set their roles and permissions, and work efficiently.

Team members

How to create an additional workspace on your Dubsado account and subscribe it to a paid plan.

Add an additional workspace

Best practices for keeping each workspace organized and switching between them smoothly.

Manage multiple workspaces

Our team can delete an additional workspace for you if it is no longer needed.

Delete a workspace

Run more than one business from a single login. Add workspaces, switch between them, and delete the ones you no longer need.

Managing workspaces

Change your name, login email, or password, and control whether you're BCC'd on every outgoing email.

Login settings

Log in to Dubsado with your Google account instead of an email and password, and manage switching between the two.

Sign in with Google single sign-on (SSO)

Choose how you get into Dubsado. Adjust your login settings or sign in with Google single sign-on.

Signing in

Create a custom design with text, images, and links

💡 Explore Updates and Bug Fixes

🖥️ Dubsado's Youtube Channel

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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