@extends('layouts.app') @section('title', 'Settings') @section('page', 'settings') @section('content') @php $c = $agency->brand_color ?: '#2B4AF2'; $sw = fn ($key) => ''; $sel = fn ($key, $opts) => ''; @endphp

Settings

How your client portal looks and works.

@csrf
Point a CNAME record to portals.agencydesk.app
@if ($agency->logo_path)
Current logoUpload a new file to replace it
@endif
@foreach ($colors as $hex => $label) @endforeach

Preview

@if ($agency->logo_path)@endif{{ $agency->initials() }}{{ $agency->name }}
{{ greeting() }}, Sarah
Show invoices to clients

Clients can view and pay invoices in their portal

{!! $sw('show_invoices') !!}
Let clients upload files

Uploads go into the project's file list and notify the team

{!! $sw('client_uploads') !!}
Require a comment when requesting changes

Helps the team act on feedback without a follow-up call

{!! $sw('require_change_comment') !!}
Show Desk Assistant on client pages

Manage its answers in the Knowledge Hub

{!! $sw('show_assistant') !!}
Project, invoice and email templates

Reusable milestones, invoice layouts and the emails clients receive

Manage templates
Client portal language

Clients can switch language in their profile

{!! $sel('portal_languages', ['English and Arabic', 'English only']) !!}
Remind clients about pending approvals

Automatic email after this many days

{!! $sel('approval_reminder_days', ['2 days', '3 days', '5 days', 'Never']) !!}
Payment reminders

3 days before due, on the due date and 7 days after

{!! $sw('payment_reminders') !!}
Notify me when a client approves
{!! $sw('notify_on_approve') !!}
Notify me when the assistant hands a question over
{!! $sw('notify_on_handover') !!}
Demo payments

Card and bank transfer payments are simulated. No money moves and no card details are stored.

Active
Stripe or PayTabs

Connect a real payment provider in a later phase

Coming later
@csrf
Next number: {{ \App\Models\Invoice::nextNumber($agency) }}
Require two-step verification for the team
{!! $sw('require_2fa_team') !!}
Require two-step verification for clients
{!! $sw('require_2fa_clients') !!}
Sign out after inactivity
{!! $sel('session_timeout', ['30 minutes', '8 hours', '7 days']) !!}
Download activity log

Every sign-in, approval and payment for the last 12 months

Download CSV
@endsection @push('scripts') @endpush