Settings
Your Profile
How you appear to teammates and how Red Flag reaches you.
Photo
SJ
PNG or JPG, square, 256×256 minimum.
Full name
Email
Role
Set by your admin
Timezone
Display name
Shown in dashboards
Invite a teammate
New users get an email invite and appear on the Team page once they accept.
Email
Role
Configure roles in Team Names
Assign to team
Users (preview)
Latest 5 users. Full roster, grouping and removals live on the Team page.
| User | Role | Group | Status | |
|---|---|---|---|---|
|
SJ
Sarah Jensen
sarah.jensen@pinnaclefinancial.com
|
Leadership | Leadership | Active | Manage |
|
MR
Marco Reyes
marco.reyes@pinnaclefinancial.com
|
Leadership | Sales | Active | Manage |
|
KP
Kelly Park
kelly.park@pinnaclefinancial.com
|
Rep | Sales | Active | Manage |
|
DT
Devin Tan
devin.tan@pinnaclefinancial.com
|
Rep | Sales | Invited | Manage |
|
AH
Amara Hill
amara.hill@pinnaclefinancial.com
|
Administrator | — | Active | Manage |
Need to reorganize groups, reassign leads, or remove a user?
Go to Team Page →
Firm name
Appears in page headers, email sends, and exported reports.
Tenant / firm name
Short name
Used in narrow UI
Role labels
Two roles by default: Leadership sees the team view, Rep sees their individual view. Rename the labels so the UI matches how your firm talks.
"Leadership" label
e.g. "Owner", "Principal", "Director"
Plural form
"Rep" label
e.g. "Advisor", "Producer"
Plural form
Changes apply everywhere: sidebar, dashboards, reports and invites. Administrator label is fixed.
Team names
Default categories cover most firms. Rename, add or remove to match how your firm is organized.
| Category | Name | Members |
|---|---|---|
| Team | 6 | |
| Team | 2 | |
| Team | 3 | |
| Team | 2 | |
| Team | 2 |
Defaults
Firm-wide default thresholds used across Pipeline, Cases and Performance. Individual users can override some values from their own workspace.
Advice Quality Threshold
Recommended minimum before Quadrant 3
Minimum advice quality score
Enforce as hard gate
When off, advisors can proceed below threshold with visibility. When on, cases below threshold cannot advance to Quadrant 3.
Change Rate Benchmark
Derived from performance benchmarking formula
Target change rate
%
Case Age Alerts
Cases older than this trigger a review prompt
Alert when case exceeds