All CollectionsAccount and adminAccount and adminManage your team, workspaces, billing, and brandingBy Dustin1 author·9 articlesAccount structureHow organizations and workspaces are structured in CurrentClient, so you can model your firm, teams, and phone numbers the way your practice runsBilling and planManage CurrentClient billing from one place, including changing your plan, adding or removing add-ons, and finding your invoices when you need themBrand domainSet up a custom branded subdomain for CurrentClient links to videos, voice memos, and shared content, so everything you send carries your firm's nameMessage backfillBring your historical text and chat history from another provider into CurrentClient, so your archive and client records stay complete after switchingHow do I add a Workspace?Learn how to add new workspaces to your CurrentClient organization for team members or separate business unitsTeam member setupHelp team members set up their CurrentClient accounts, from accepting the invite to installing the apps and getting their line ready for client callsText Us widgetAdd a Text Us widget to your website so visitors can start a text conversation with your firm, with the setup steps to get the widget live quicklyWhat does status mean in the app?What status means in the CurrentClient app, how Online and Away decide whether calls ring through or go to voicemail, and why your team can see itWhat is a workspace?What a workspace is in CurrentClient and how workspaces organize teams, departments, and phone numbers, so your firm's structure stays clean as you grow
