# Change settings and check office health

> Find company settings, update Dashboard or alert choices, and follow up on office setup checks.

Language: en-US. Product guide: https://agencymesh.app/help/administration-options-and-health/.

Last reviewed October 2, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Open [Options](https://app.agencymesh.app/administration?tab=options) for company settings or [Health](https://app.agencymesh.app/administration?tab=health) for office checks. Operations and Administrator can change Options; Accounting can review.

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## Choose the setting

Options affects the company. For office membership or account permissions, use [Office's](https://app.agencymesh.app/administration?tab=groups) or [Users](https://app.agencymesh.app/administration?tab=users) instead.

| Item | Guidance |
| --- | --- |
| Automated upcoming payment reminders. | The switch saves immediately and controls automatic reminder texts. |
| Branding | Manage Branding; Accounting sees View Branding. |
| Dashboard Settings | Manage Settings; Accounting sees View Settings. |
| Ticket Types & Subtypes | Manage Types. |
| Internet Monitoring Alert Recipients / Transactions Credential Alert Recipients | Add Recipients or Manage Recipients. |
| AMS Credentials / Vonage Information | Protected connection forms described below. |

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## Change app colors

Saving company brand colors reloads the app. Your **Light**, **Dark**, or **System** choice is separate; use [User menu > Appearance](/help/appearance/). Display shades may be adjusted for readable text.

1. Open Branding > Manage Branding. Choose Primary color and Secondary color, or enter #RRGGBB hex values. Blank uses the AgencyMesh default.
2. Select Save branding colors to apply the preview. Use Reset both to AgencyMesh defaults to restore both.

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## Set office and zone sharing

| Item | Guidance |
| --- | --- |
| Office only | Action Items stays within permitted office work. |
| Zone Shift | After the set time, Office and Agent accounts can help across the zone once their own office clears that same queue. Agent accounts divide eligible work among active users. |
| Company wide / Zone wide | Leaderboard comparison across the company or with offices in the selected office’s zone. |

1. Open [Dashboard Settings](https://app.agencymesh.app/administration?tab=options) > Manage Settings and choose Action Items and Leaderboards. For Zone Shift, set Zone Shift Time in Central time.
2. Select Save Settings.

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## Ticket choices and alert recipients

- Ticket Types & Subtypes > Manage Types: check or clear types/subtypes; use Add Subtypes or Type Name with optional Starting Subtypes to add choices. Select Save Ticket Options. Names allow 80 characters; at least one type must remain available. Existing tickets retain hidden choices.
- For either alert row, select Add Recipients or Manage Recipients, enter one email per line in Recipients, then Save Recipients. Clearing the list removes company-specific recipients, not necessarily other recipients.

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## Update a service connection

These forms require connection values; blank Password does not preserve it as it does in user editing. Keep actual values in the protected form.

**Configured** means values were stored; it does not confirm a successful connection.

| Item | Guidance |
| --- | --- |
| AMS Credentials | Add Credentials or Edit Credentials: choose AMS, complete Username and Password, and any required Code or PIN. Select Save AMS Credentials. |
| Vonage Information | Add Details or Edit Details: complete Account Number, Username, and Password, then Save Vonage Information. |

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## Understand Health

In Health, hover over or focus a status icon for its explanation. Health is not a general uptime or system-status monitor. It checks active offices excluding shared groups. No Data may mean no matching activity occurred.

| Item | Guidance |
| --- | --- |
| Calls | Phone Username and missed-call data from the last 3 days. |
| Quotes | Rater Name and quote updates from the last 14 days. |
| To-Do Calls | AMS Office Name and payment to-dos from the last 3 days. |
| Workstations | Managed workstation count matched to the office connection. |
| Internet | Pending, Unknown, Stale, Online, or Offline, with timing or latency details. |
| Passing / Review / Needs attention / Informational | Severity; the tooltip explains the specific result. |

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## Resolve a failed check

For Missing, correct the related field in [Office's](https://app.agencymesh.app/administration?tab=groups) > Manage > Details. For No Data, compare actual activity with the stated period. Use Refresh after a correction. For persistent errors, report the office, check label, time, and symptoms in [Tickets](https://app.agencymesh.app/officeInfo/tickets).

## Related guides

- [Get started with Administration](https://agencymesh.app/help/office-administration.md)
- [Use the Dashboard](https://agencymesh.app/help/dashboard.md)
- [Manage groups, offices, and zones](https://agencymesh.app/help/administration-groups-and-zones.md)
- [Create and follow up on a support ticket](https://agencymesh.app/help/office-tickets.md)
- [Change light or dark mode](https://agencymesh.app/help/appearance.md)
- [Read notifications and send announcements](https://agencymesh.app/help/notifications.md)