Configure your organisation, team, templates, integrations, and preferences
17 articles
Organisation Settings
Update your firm name, address, billing details, logo, and document letterhead from organisation settings
Updated 21 March 2026
Your Profile
Update your personal information, avatar, and password from your profile settings page
Managing Team Members
Invite staff members, assign roles and permissions, and manage your team's access to Fortium
Billing Grades
Create billing grades with hourly rates and assign them to team members for accurate time tracking
Tax Periods
Create and manage organisation-wide tax periods used to categorise documents and track deadlines
Custom Fields
Create custom fields and groups to capture additional data on clients, contacts, and other entities
AI Settings
Monitor AI usage across your organisation, view token consumption, and configure usage limits
Document Templates
Create and manage templates for cover letters, engagement letters, and terms and conditions documents
Email Templates
Create reusable email templates with merge fields for consistent, personalised client communications
Process Templates
Create and manage multi-stage workflow templates with configurable stages, actions, and dependencies
Request Templates
Create reusable document request templates and bundle them into sets for common client workflows
Connecting Your Email
Connect your Microsoft 365 email account to sync, file, and send emails directly from Fortium
Connecting WhatsApp
Connect your WhatsApp Business account to send and receive client messages from within Fortium
Notification Preferences
Control which notifications you receive in-app and by email, with per-category toggle settings
Integrations
Connect and manage external accounting software integrations including Xero, Sage, and QuickBooks
HMRC Connection
Connect to HMRC Agent Services to enable obligation tracking and client authorisation management
Privacy and Data
Export client data for GDPR subject access requests and understand Fortium's data retention policies