- Can I change my company name or logo after onboarding?
- Yes. A GP Admin can update the company name, logo, and other profile details any time from Settings → GP Profile, then select Save Changes. Brand colors and your investor portal appearance are managed under Settings → Branding.
- There are two hero images in Branding — which one do I upload where?
- The investor authentication hero image is used on investor login and signup pages when investors reach them through your firm's link, and asks for a portrait image. The storefront hero image is used on your public Opportunities page, and asks for a landscape image suited to a wide hero band. They're separate fields: setting or clearing one leaves the other exactly as it was.
- I set a hero image, but the other one still says it's empty. Did something fail?
- No. The two hero images don't share a picture, so setting one leaves the other unset until you add an image to it as well. When the storefront hero image is empty, the field explains that your public Opportunities page shows its compact header until a hero image is added, so you can tell an empty field from a failed upload.
- Branding warns that my primary color won't be used. What does that mean?
- It means the color you picked doesn't have enough contrast to be read against your public Opportunities page's background, so that page will use a neutral style instead of your color. The warning says so as you choose, and offers to use your color anyway. Pick a color with more contrast and the warning clears without you needing to save. The warning is about your public Opportunities page only — your reports, emails, and the investor sign-in experience aren't affected by it.
- I chose to use my color anyway, then changed the color and the option was off again. Why?
- That decision belongs to the specific color you made it for, not to your account. A different color gets a fresh decision, so you'll be asked again; return to the color you originally chose it for and your decision comes back. Writing the same color a different way — upper case, or the three-digit shorthand — isn't a change and keeps your decision. Saving a color that has enough contrast clears the decision, because there's nothing left to override.
- If I disconnect my mailbox, do I lose the emails already synced to my CRM?
- No. Emails and activities already synced from that mailbox stay in your CRM, on the contacts they were logged against. Disconnecting stops future sync and sending from that mailbox; it doesn't remove your history. You'll be asked to confirm before anything is disconnected.
- Why can't I disconnect a mailbox I can see in settings?
- Only the person who connected a mailbox can disconnect it, so the option isn't offered for a colleague's mailbox — being a GP Admin doesn't change that. Ask the teammate who connected it to disconnect it from their own settings.
- Why are my company profile fields read-only?
- Editing the company profile, branding, and display settings requires the GP Admin role. If you have the GP Member role, these are shown for reference but can't be changed — ask a GP Admin to make the update or grant you admin access.
- Do I have to upload a logo to finish setup?
- No. A logo is optional during onboarding. You can skip it and add or change it later from your GP Profile or Branding settings. Both hero images are optional too.
- I belong to more than one firm — how do I edit the right one?
- On the GP Profile page, use the GP selector at the top to choose which firm you're editing. Only firms whose invitation you've accepted appear there. You can switch between your firms from the entity switcher in the header.
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