Change settings and check office health

3 min readReviewed October 2, 2026

About this guide

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

Open Options for company settings or Health for office checks. Operations and Administrator can change Options; Accounting can review.

Choose the setting

Options affects the company. For office membership or account permissions, use Office’s or 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.

Change app colors

Saving company brand colors reloads the app. Your Light, Dark, or System choice is separate; use User menu > Appearance. Display shades may be adjusted for readable text.

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

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.

Open Dashboard Settings > Manage Settings and choose Action Items and Leaderboards. For Zone Shift, set Zone Shift Time in Central time.
Select Save Settings.

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.

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.

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.

Resolve a failed check

For Missing, correct the related field in Office’s > 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.