Settings
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Profile & appearance
How the CRM looks for you, and your name and contact details.
Appearance
Profile
TL
Sign-in & security
Your password, two-factor sign-in and passkeys.
Change Password
Two-Factor Authentication
Add an extra layer of security to your account with an authenticator app.
Scan this code with an authenticator app (Google Authenticator, Authy, 1Password, etc.), or enter the key manually.
Save these recovery codes somewhere safe
Each can be used once to sign in if you lose access to your authenticator app. They will not be shown again.
Two-factor authentication is on for your account.
Passkeys
Sign in with Face ID, Touch ID or your device's PIN instead of a password and code. A passkey works only on the address it was added on (); add one on each CRM address you use.
This browser can't create passkeys.
Calendar & meetings
Your booking page, meeting types and the hours people can book you.
Booking Page
Let clients book a meeting with you directly, without going back and forth on email.
Untick a day to close it. Use + Add hours for a break in the day, like lunch.
Connected calendars and Zoom
Your Google or Outlook calendar and Zoom. Each person connects their own.
Calendar Integration
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Outlook / Microsoft 365
Checking connection status...
Your firm's Microsoft 365 needs an administrator to approve SignalWealth once.
Microsoft lets your IT administrator approve an app for your whole firm. Send them the approval link and the note below. They sign in as a Microsoft 365 administrator and click Accept; after that, everyone at your firm can connect Outlook.
Once approved, click Connect Outlook again.
Zoom Integration
Checking connection status...
Social accounts
Where approved posts go from the Studio and Social Planner, and the Facebook Page your lead forms come from.
Social Accounts
The accounts the Social Planner posts to, and (on content plans) where your approved Studio shorts go. YouTube posts can go up unlisted. LinkedIn has no private mode: anything you schedule there posts publicly. Your LinkedIn profile posts as you; LinkedIn Company posts as your company, from its company Page. Connect either or both, and pick which ones each short goes to when you schedule it.
YouTube
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LinkedIn
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Brand & Identity
Your logo, name and accent color. The CRM itself stays neutral, in light or dark, so it is easy to read. Changes apply after saving.
Live Preview
Open calendarNew contact
Identity
Shown in the sidebar and topbar
Shown in the browser tab
Colors
Logo
Current Logo
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Uploading logo...
🖼
Click or drag to upload logo
PNG, JPEG, SVG, WebP · Max 5MB · Recommended: 200×200px square
Logo in emails
Gmail's phone app may still show your main logo on a dark background.
Logo for dark backgrounds
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Uploading logo...
🌙
Click or drag to upload a light logo for dark backgrounds
A light or white version of your logo · PNG with transparency or SVG · Max 5MB. Used in dark mode when the white background is turned off.
Favicon
Current Favicon
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Uploading favicon...
🔖
Click or drag to upload favicon
PNG, ICO, SVG · Max 5MB · Recommended: 32×32px
Team & roles
Invite team members to your CRM. They will receive an email to set their password.
Invite Team Member
Roles
Advisor sees and works the contacts, tasks and opportunities assigned to them.
Assistant sees and works every contact, household, task, opportunity and conversation in the firm, and the firm's CRM meetings on every advisor's calendar. No Billing, Team, Integrations, Compliance or texting settings, no bulk delete, and the AI connector can't build forms, automations, templates or newsletters for them. Two-factor sign-in is required.
Admin can do everything, including billing and the team.
Current Team
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Custom Domain
Your custom CRM domain is configured by your platform administrator. Contact SignalWealth to update your domain settings.
Current Domain
Contact your administrator to change your custom domain.
Your SignalWealth Address
This address always works and needs no setup. It stays available even if you later add a custom domain.
This address always works and needs no setup. It stays available even if you later add a custom domain.
DNS Setup
Add the following A record with your DNS provider, then contact your administrator to finish setup.
Add the following A record with your DNS provider, then contact your administrator to finish setup.
| Type | A |
| Host | — |
| Points to | — |
| TTL | Default |
DNS changes can take up to a few hours to take effect. Your secure certificate is issued automatically once the record resolves.
Blog Address (for Studio articles)
Approved articles publish to a blog on your own domain, like insights.yourfirm.com.
Until it's set up, approved articles wait in the Studio.
Your blog is live
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Set it up in two steps
1. Add this A record with your DNS provider (pick any name; insights is a good default).
2. Email support@signalwealth.io with the address you chose. We issue the certificate and switch it on, usually the same day.
1. Add this A record with your DNS provider (pick any name; insights is a good default).
2. Email support@signalwealth.io with the address you chose. We issue the certificate and switch it on, usually the same day.
| Type | A |
| Host | insights |
| Points to | — |