# Change settings and check office health

> Set company options and fix missing office information.

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

Last reviewed October 7, 2026 by AgencyMesh Product Support · Checked against release 2026.10

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

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## Choose app colors

1. In **Options > Branding**, select **Manage Branding**. Choose **Personalized** for each user’s chosen accent color, or **Custom branding** for shared company colors.
2. For custom colors, choose **Primary color** and **Secondary color**, or enter their hex values. Select **Save branding**; the page reloads.

Switching modes keeps saved personal and custom colors. **Reset custom colors** restores AgencyMesh colors without changing the mode. Light/Dark/System stays available in either mode.

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## Set office or zone sharing

1. Open **Dashboard Settings > Manage Settings**. Choose **Action Items > Office only** or **Zone Shift**. For Zone Shift, set **Zone Shift Time** in Central time.
2. Choose **Leaderboards > Company wide** or **Zone wide**, then **Save Settings**.

Zone Shift lets Office and Agent accounts help across the zone after the set time, once their own office clears that same queue. Agent accounts split eligible work among active users. Zone-wide leaderboards compare offices within the selected office’s zone.

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## Choose who appears in Team

1. In **Options > Dashboard Settings > Manage Settings**, turn **Show Team in Directory** on or off.
2. Choose **Team visibility**, then **Save Settings**. Reload Dashboard to apply the change.

| Item | Guidance |
| --- | --- |
| Company wide | Shows all Agent accounts in the company, including people with no assigned office. |
| Selected office’s zone | Shows Agent accounts assigned to active offices in that zone. With All Offices, uses the viewer’s assigned offices and their active zones. |
| Selected office | Shows Agent accounts assigned to that office. With All Offices, uses the viewer’s assigned offices. |

Zone view falls back to assigned offices when no active zone matches. Accounts remain listed when signed out or inactive. Shared Office accounts stay hidden. Visibility follows office assignments, not the Office column or sign-in status, and adds no office or task access. [Team controls and status dots](/help/dashboard/#dashboard-directory-team).

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## Set ticket choices, alerts, and connections

- **Ticket Types & Subtypes > Manage Types**: choose available types/subtypes; use **Add Subtypes** or **Type Name** to add choices. Select **Save Ticket Options**. Keep at least one type; hidden choices stay on existing tickets.
- **Internet Monitoring Alert Recipients** or **Transactions Credential Alert Recipients**: choose **Add Recipients** or **Manage Recipients**, enter one email per line, then **Save Recipients**. Clearing these lists removes only company-specific recipients.
- **Automated upcoming payment reminders.** turns automatic reminder texts on or off and saves immediately.
- **AMS Credentials**: choose **Add Credentials** or **Edit Credentials**, complete the connection fields, then **Save AMS Credentials**. **Vonage Information** uses **Add Details** or **Edit Details**, then **Save Vonage Information**. Blank passwords do not keep old values; **Configured** means stored, not tested.

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## Fix an office health issue

1. In **Health**, hover over or focus a status icon for its cause. This checks office setup and recent activity, not general uptime.
2. For **Missing**, correct the field in [Offices](https://app.agencymesh.app/administration?tab=groups) > **Manage > Connections**, then **Save office**. Return to Health and **Refresh**.
3. For **No Data**, compare activity: Calls and To-Do Calls use the last 3 days; Quotes uses 14 days. Report lasting errors in [Tickets](https://app.agencymesh.app/officeInfo/tickets).

Workstations counts matched managed computers. Internet shows **Pending**, **Unknown**, **Stale**, **Online**, or **Offline**, with timing details. No Data may simply mean no recent matching activity.

## Related guides

- [Manage your company](https://agencymesh.com/help/office-administration.md)
- [Work your daily tasks](https://agencymesh.com/help/dashboard.md)
- [Set up offices and zones](https://agencymesh.com/help/administration-groups-and-zones.md)
- [Report a problem](https://agencymesh.com/help/office-tickets.md)
- [Change your colors and display mode](https://agencymesh.com/help/appearance.md)
- [Read updates and send announcements](https://agencymesh.com/help/notifications.md)