Organization Settings

By Jonathan Säther

• 5 articles

Updating Your Organization Profile

Your organization profile contains basic information about your agency visible to your team. Accessing Organization Profile Go to Organization → Profile at https://leadhql.com/dashboard/organization/settings. What You Can Update Organization Name Your agency or company name as displayed in LeadHQL. Organization Description A brief description of your organization for internal reference. Organization Logo/Image Upload an image that represents your organization. Saving Changes 1. Make your updates 2. Click Save or the update button 3. Changes apply immediately Profile vs. Branding Organization Profile - Internal settings and team management Organization Branding - Public-facing branding used in marketing (separate section) Make sure to also set up your branding at Organization → Branding for external visibility. Team Member Management The organization profile section also shows: - Current team members - Member roles and permissions - Option to invite new members Who Can Update Typically, organization administrators can update profile settings. If you can't make changes, check with your organization admin. Best Practices - Keep your organization name accurate and professional - Use a clear logo image - Update if your company rebrands or changes name

Last updated on Dec 06, 2025

Customizing Your Branding

Your branding appears when we promote your agency across our platforms and is used by features like the Sales Assistant. Accessing Branding Settings Go to Organization → Branding at https://leadhql.com/dashboard/organization/branding. What You Can Customize Brand/Organization Name The name displayed publicly when representing your agency. Logo - Light Theme Your logo for use on light backgrounds. Upload a version that's visible on white/light colors. Logo - Dark Theme Your logo for use on dark backgrounds. Upload a version that's visible on dark colors. Brand Colors Set your primary brand colors to maintain visual consistency. Logo Requirements Format: PNG or JPG recommended Quality: Use high-resolution images Versions: Provide both light and dark theme versions for best results across all contexts Setting Up Your Branding 1. Go to the Branding page 2. Enter your brand name 3. Upload your light theme logo 4. Upload your dark theme logo 5. Set your brand colors 6. Click Submit for Approval Previewing Your Branding The branding page shows a preview of how your branding will appear. Review this before submitting. Editing Existing Branding If you need to change your branding: 1. Click Edit 2. Make your changes 3. Submit for approval again Note: Changes require re-approval. Why Branding Matters Your branding is used for: - Promoting your listings - Sales Assistant calls - Brand network visibility - Any external representation Professional, consistent branding builds buyer trust.

Last updated on Dec 06, 2025

Branding Approval Process

When you submit your branding, it goes through an approval process before going live. Why Approval is Required We review branding to ensure: - Professional presentation across our platforms - Accurate representation of your agency - Quality standards are met - No inappropriate content The Approval Process 1. Submit Your Branding Complete your branding setup and click Submit for Approval. 2. Under Review Your submission enters the review queue. Status shows as Pending. 3. Decision Your branding is either: - Approved - Goes live immediately - Rejected - Needs changes (feedback provided) Timeline Branding reviews are typically completed within 1-2 business days. Checking Your Status Visit Organization → Branding at https://leadhql.com/dashboard/organization/branding to see: - Pending - Under review - Approved - Active and in use - Rejected - Needs changes If Approved Your branding: - Becomes active immediately - Is used across our platforms - Enables features like Sales Assistant If Rejected If your branding is rejected: 1. Check the feedback/reason provided 2. Make the requested changes 3. Resubmit for approval Common rejection reasons: - Low-quality images - Missing logo versions - Incomplete information - Content issues Making Changes After Approval If you need to update approved branding: 1. Edit your branding 2. Submit changes 3. Changes require re-approval 4. Current branding remains active until new version is approved Need Help? If you're unsure why branding was rejected or need guidance, contact support for assistance.

Last updated on Dec 06, 2025

Inviting Team Members

Add colleagues to your LeadHQL organization so they can access the dashboard and work introductions. Why Add Team Members Multiple team members means: - More people can follow up on introductions - Agents can be assigned to listings - Workload can be distributed - Team visibility into performance How to Invite Members 1. Go to Organization → Profile at https://leadhql.com/dashboard/organization/settings 2. Find the member management or invite section 3. Enter the email address of the person to invite 4. Click Invite or Send Invitation 5. The person receives an email with instructions to join What Invited Members Receive The invitee gets: - An email invitation - Instructions to create their account (if new to LeadHQL) - Access to your organization once they accept After They Join Once a team member accepts: - They appear in your organization's member list - They can access the dashboard - They can be designated as agents for properties - They have appropriate permissions based on their role Managing Existing Members From the organization settings, you can: - View all current members - See member roles - Remove members if needed - Update permissions (if available) Tips for Team Setup - Invite all agents who will work introductions - Ensure each person has their own account (no sharing) - Keep member list current - remove people who leave - Set appropriate roles for access control Troubleshooting Invites Invite not received? - Check spam/junk folders - Verify the email address is correct - Try resending the invitation Can't accept invite? - Ensure using the same email the invite was sent to - Try the link again - Contact support if issues persist

Last updated on Dec 06, 2025

Managing Member Roles

Team members can have different roles that control what they can access and do in LeadHQL. Understanding Roles Roles determine: - What dashboard sections a member can see - What actions they can perform - Access to settings and billing - Administrative capabilities Common Role Types Admin Full access to everything: - All dashboard features - Billing and payments - Organization settings - Member management - Can invite/remove members Member Standard access: - View and work introductions - Access properties (if applicable) - View their own performance - Limited settings access Viewing Member Roles 1. Go to Organization → Profile at https://leadhql.com/dashboard/organization/settings 2. View the member list 3. Each member shows their current role Changing Roles If you have admin permissions: 1. Find the member in the list 2. Look for role or permissions settings 3. Update their role 4. Save changes Role Best Practices Admins: Keep this limited to people who need full control (owners, managers) Members: Standard for agents and team members who work introductions Who Can Manage Roles Only organization admins can: - Invite new members - Change member roles - Remove members Removing Members When someone leaves your organization: 1. Find them in the member list 2. Click remove or revoke access 3. Confirm the removal They immediately lose access to your organization's data. Questions About Access If a team member can't access something they need: - Check their current role - Verify they need that access level - Update their role if appropriate - Contact support if unclear

Last updated on Dec 06, 2025