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How Do I Configure Company Settings in Team SPG?

By Team SPG Coaching TeamUpdated September 29, 2026

Company Settings controls how Team SPG works for your whole team: your company profile and logo, which days count as working days, what each role can see on the dashboard, default performance goals, notifications, and integrations. Only Owners and Co-Owners can access all settings, and changes take effect immediately after saving.

Accessing Settings

  1. Click Settings in the left sidebar
  2. Choose a settings category
  3. Make your changes
  4. Click Save

Only Owners and Co-Owners can access all settings.

Company Information

Company Info

Basic company details are configured in the Company Info tab.

Company Details Form

Field Description Required
Company Name Your business name Yes
Address Business address (street, city, state, zip) Optional
Phone Main phone number Optional
Website Your company website URL Optional
Logo Company logo for reports and branding Optional

Logo Upload

To add or change your company logo:

  1. Click Upload Logo button (or Change Logo if one exists)
  2. File picker opens
  3. Select an image file (JPG, PNG, recommended size: 200x200px or larger)
  4. Image uploads and displays preview
  5. Click Remove Logo to delete the current logo
  6. Logo appears in reports and company branding

Working Days Selection

Configure which days of the week count as working days:

  1. Find the "Working Days" section
  2. Click day buttons to toggle:
    • Monday - Click to enable/disable
    • Tuesday - Click to enable/disable
    • Wednesday - Click to enable/disable
    • Thursday - Click to enable/disable
    • Friday - Click to enable/disable
    • Saturday - Click to enable/disable
    • Sunday - Click to enable/disable
  3. Enabled days appear highlighted/selected
  4. Disabled days appear grayed out
  5. Working days affect dashboard "working days completed" calculation

Saving Changes

  1. Make your changes to any fields
  2. Save button appears or becomes enabled when changes are detected
  3. Click Save or Save Changes button
  4. Success message appears confirming save
  5. Changes take effect immediately

Dashboard Visibility

Dashboard Visibility

Control what each role can see on their dashboard.

Configuration Table

The visibility table shows:

  • Rows = User roles (Leader, Manager, Technician, CSR)
  • Columns = Features/metrics
  • Checkmarks = Visible to that role

Available Settings

Setting Description
Company KTIs Aggregate company metrics
Individual KTIs Their own performance
Team KTIs View other team members' data
Goals Goal progress and targets
Budget Financial information
Scorecard Performance scorecard
Documents Company document library
Team Activity Access to all team activity

Team Activity Permission

The Team Activity column is special and has a tooltip:

  • Hover over the column header - Tooltip explains: "Access to all team members' activity timeline and learning progress. Managers automatically see their direct reports regardless of this setting."
  • Checked = Full access to all team members' activity (beyond direct reports)
  • Unchecked = Limited to own activity (or direct reports for managers)

Important Notes:

  • Managers can always see their direct reports' activity regardless of this setting
  • All users can always see their own activity
  • Owners always have full access (cannot be restricted)
  • This setting primarily affects Leaders who want broader team visibility

How to Configure

  1. Go to Settings > Dashboard Visibility tab
  2. Find the Team Activity column (rightmost column)
  3. Check/uncheck boxes for each role:
    • Check = Grant full team activity access
    • Uncheck = Limit to own/direct reports only
  4. Hover over column header to see tooltip explanation
  5. Click Save Changes button
  6. Changes take effect immediately on next page load

Note at Bottom of Table

Below the visibility table, you'll see a note:

"Managers can always view activity for users who report to them."

This clarifies that manager permissions are automatic based on reporting structure.

How to Configure

  1. Go to Settings > Dashboard Visibility
  2. Check/uncheck boxes for each role
  3. Click Save Changes

Changes take effect immediately on next page load.

Feature Access

Some features are enabled based on:

  • Membership level
  • Company configuration
  • Feature flags

View enabled features:

  1. Go to Settings > Features
  2. See which features are active
  3. Contact support to enable more

Integrations

Available Integrations

Integration Purpose
ServiceTitan Import KTI data
FieldEdge Sync technician data
Housecall Pro Performance metrics
QuickBooks Financial data

Setting Up Integrations

  1. Go to Settings > Integrations
  2. Click the integration you want
  3. Follow the authorization flow
  4. Configure sync settings

Notification Settings

Configure email notifications:

Notification When Sent
New User Welcome When team members are added
Coaching Reminders Before scheduled sessions
Course Assignments When courses are assigned
Weekly Reports Weekly performance summary

Managing Notifications

  1. Go to Settings > Notifications
  2. Toggle notifications on/off
  3. Set email preferences
  4. Save changes

Subscription & Billing

View your subscription:

  • Current plan level
  • Team member count/limit
  • Next billing date
  • Payment method

To upgrade:

  1. Go to Settings > Subscription
  2. Click Upgrade Plan
  3. Select new level
  4. Complete payment

Data Export

Export your data:

  1. Go to Settings > Data
  2. Choose what to export:
    • KTI history
    • Team roster
    • Course progress
  3. Select format (CSV, Excel)
  4. Download

Security Settings

Password Policy

Set minimum requirements:

  • Minimum length
  • Character requirements
  • Expiration period

Session Timeout

Configure auto-logout:

  • 15 minutes (high security)
  • 1 hour (standard)
  • 8 hours (convenience)

Connected Accounts (Google, Apple, Microsoft)

Every user can connect a Google, Apple, or Microsoft account to their own Team SPG login so they can sign in with one click. This is personal to each user and lives under My Profile, not company settings.

Until you connect an account, a New: sign in with Google, Apple, or Microsoft strip appears at the top of the portal. Click Connect your account to jump to the Connected accounts card, or the X to hide the strip on this browser. It also goes away on its own once you connect an account.

Connecting an Account

  1. Go to Settings > My Profile (or click Connect your account in the strip at the top of the page)
  2. Find the Connected accounts card
  3. Click Connect next to Google, Apple, or Microsoft
  4. Sign in with that provider when it asks
  5. You return to My Profile with the account marked as connected

From then on, the Continue with button on the login page signs you in.

Disconnecting an Account

  1. Go to Settings > My Profile > Connected accounts
  2. Click Disconnect next to the provider
  3. Confirm

After disconnecting you sign in with your Team SPG password. If you never set one, use Forgot password? on the login page to create one.

Dark Mode (Theme)

Every signed-in user can pick a light or dark look for the portal. The portal starts in the light look. The first time dark mode is available you will see a one-time New: Dark Mode strip at the top of the page; click Try it now to switch, or the X to keep the light look. The choice is personal to you and saved in your browser, so it does not change what your teammates see. On a shared computer the browser keeps the last choice made on it, so a teammate who signs in after you will see the same look until they pick their own.

Switching Themes

  1. Click your profile picture in the top-right corner
  2. Under Theme, choose one:
    • Light - White backgrounds (the default look)
    • Dark - Navy backgrounds with light text
    • System - Follows your computer or phone's own light/dark setting
  3. The portal switches right away; a checkmark shows the active choice

The login page and other public pages always use the light look. Printed pages always print light, even when dark mode is on.

Frequently Asked Questions

Who can change company settings?

Only Owners and Co-Owners have full settings access. Other roles see only the settings their permissions allow.

What is Dashboard Visibility?

A per-role grid that controls what Leaders, Managers, Technicians, and CSRs see — company KTIs, team KTIs, goals, budget, scorecard, documents, and team activity. Owners are never restricted.

Do default goals override individual goals?

No — it's the reverse. Company defaults apply to everyone in a trade until you set individual goals, which take precedence for that person.

Why does Microsoft ask for my password before connecting?

Google and Apple confirm that you own the email on your account, so a matching email connects right away. Microsoft does not confirm that, so Team SPG asks for your password one time to make sure the account is yours. After that, Microsoft sign-in is one click.

Can I disconnect a Google, Apple, or Microsoft account?

Yes. Go to Settings > My Profile > Connected accounts and click Disconnect. You will then sign in with your Team SPG password. If you never set one, use Forgot password? on the login page.

How do I turn on dark mode?

Click Try it now on the one-time New: Dark Mode strip, or click your profile picture in the top-right corner and pick Dark under Theme. Choose System to follow your device's own setting, or Light to go back. The choice is saved in your browser and applies only to you.

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