Account Settings
Customize Equip to fit your organization, from branding and notifications to categories and custom fields.
By MaryGrace and 1 other2 authors22 articles
- Turn on calendar event syncing for your accountIn Account Settings, open Calendar Settings, turn on Auto-Enable Event Syncing for New Users and Enable for Everyone, then Save; syncing only works for users who sign in with Google…
- Managing Account SettingsLearn how to access and update account settings, permissions, notifications, mobile settings, authentication, calendar settings, features, and data properties in Equip.
- Updating Your Account Logo or Profile PhotoLearn how to upload or change your organization's logo and profile photo in Equip Account Settings.
- Understanding pathway invoicing and Equip subscription billsPathway invoicing is a feature inside Equip for billing funders against participant authorizations; your Equip subscription is what your organization pays Equip, managed under Billing & Subscription and by the…
- Managing Settings for Mobile App UsersLearn how to manage privacy settings for mobile users in Equip, including options to hide phone numbers from the in-app directory.
- Managing Mood Navigator SettingsEnable Mood Navigator for your account and configure each participant’s mood settings and alert subscribers.
- Managing Notification SettingsLearn how to manage default notification settings in Equip, including enabling alerts, across your organization.
- Managing Permission SettingsLearn how to manage account-level permissions and record-level access controls in Equip.
- Scheduling AvailabilitySet weekly availability to improve scheduling. Customize time blocks, view team hours on the calendar, and manage from web or mobile.
Data Properties
Learn how to use data properties in Equip.
- Introduction to CategoriesLearn how to use Categories to organize goals, events, and documents without folders—making it easy to search, filter, and stay on track.
- Creating CategoriesLearn how to create and manage Categories in Equip to label and organize everything from goals to documents—no folders required.
- Deleting CategoriesLearn how to delete categories in Equip to keep your workspace clean and remove outdated or unused labels.
- Editing CategoriesLearn how to edit categories in Equip to rename or recolor them across your account.
- Filtering by CategoryLearn how to filter by category in Equip to quickly find goals, documents, or events and stay organized without using folders.
- Creating Disability TypesLearn how to create and manage Disability Types in Equip to display on participant profiles and support accurate reporting for internal reviews and accreditation.
- Editing Disability TypesLearn how to edit Disability Types in Equip to keep participant profiles accurate and maintain consistent reporting for internal reviews and accreditation.
- Deleting Disability TypesLearn how to delete Disability Types in Equip to keep participant profiles accurate and maintain clean, consistent reporting for internal reviews and accreditation.
- Creating Discharge ReasonsLearn how to create and customize Discharge Reasons in Equip to document why participants are set as inactive and support accurate reporting and accreditation.
- Editing Discharge ReasonsLearn how to edit Discharge Reasons in Equip to update participant exit options and maintain accurate reporting for internal reviews and accreditation.
- Deleting Discharge ReasonsLearn how to delete Discharge Reasons in Equip and understand why reasons already used for participants cannot be removed to protect reporting and historical data.
- Creating User Custom FieldsLearn how to create, manage, and use User Custom Fields for Participants and Team Members in Equip.
- Create Designations