> ## Documentation Index
> Fetch the complete documentation index at: https://help.urbee.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your firm

> Sign in, invite your team, add your letterhead, and find your way around Settings.

## Sign in

Go to the Urbee sign-in page and sign in. Everything in Urbee is behind
sign-in, and you land on **Home** afterwards.

## Your firm's workspace

Your firm is a workspace in Urbee. Everything in it (Sites, Studies,
deliverables, documents) is shared with your teammates in that workspace and
with no one else.

If you belong to more than one firm, use the switcher at the top of the
sidebar to move between them.

## Invite your team

<Steps>
  <Step title="Open Settings → Organization">
    **Settings** is at the bottom of the sidebar.
  </Step>

  <Step title="Invite teammates">
    Invite people from the members section. Once they accept and sign in,
    they're in your workspace.
  </Step>
</Steps>

Admins can change the firm's branding. Members can run Studies and work on
everything in the workspace.

## Add your letterhead

Go to **Settings → Branding** (admins only) and fill in:

* **Firm name** (required)
* **Address**, one line per row
* **Preparer name** and **Preparer title**
* **Firm disclaimer**, which appears in the document footer next to Urbee's
  methodology note
* **Logo**: PNG, JPEG or SVG, under about 110 KB

Click **Save branding**. Branding is stamped onto a
[deliverable](/guides/deliverables) when you finalize it. Changing it later
never alters documents you've already finalized.

## Settings at a glance

| Section | What it's for |
| - | - |
| **Organization** | Firm profile, members and invitations |
| **Branding** | Letterhead for finalized deliverables |
| **Notifications** | Mention emails and jurisdiction digests. See [Notifications](/guides/notifications) |
| **Trust** | How often your team has accepted or reported citations |
| **Firm knowledge** | What the Advisor can search from your own documents. See [The Advisor](/guides/advisor#firm-knowledge) |
| **Billing** | Your plan, usage, and subscription |