Settings & Configuration

Update your organisation name, registered address, and other details from the Settings page. These details appear on outgoing emails and in the client portal.

Sender templates control the "from" name and address used in outgoing emails. Navigate to Senders in the sidebar to manage your templates.

You can create multiple sender templates for different use cases, such as one for general correspondence and another for urgent letters.

Configure how PDF files are named when attached to delivery emails. You can include variables such as:

• {{client_name}} — The client's company name
• {{date}} — The letter date or processing date
• {{sender}} — The detected sender (HMRC, etc.)
• {{reference}} — Any reference number found in the letter

Invite team members to your organisation from the Team page. ComplyPost supports four roles:

• Owner — Full access to everything, including billing and organisation deletion.
• Admin — Can manage team members, clients, settings, and all letter operations.
• Operator — Can upload letters, manage deliveries, and view clients.
• Viewer — Read-only access to letters, deliveries, and the dashboard.