SettingsSettings Overview
Settings Overview
The Settings page is where you manage your firm's users, teams, and branding. Access Settings from the profile menu in the top-right corner of Sterling.
What You'll See
The sections visible on your Settings page depend on your role. Standard users see a subset of options, while Firm Admins have full access to all settings.
| Section | Standard User | Firm Admin |
|---|---|---|
| User Profile | Yes | Yes |
| Manage Users | No | Yes |
| Manage Teams | No | Yes |
| Branding | Yes | Yes |
Firm Admin Access Required
Only Firm Admins can invite new users, assign permissions, and create teams. Contact your administrator if you need access to these features.
User Profile
The User Profile section displays your account information: your name, email address, firm name, and firm ID. This information is managed through your authentication provider and cannot be edited directly in Sterling.