Settings
Your Profile
How you appear to teammates and how Red Flag reaches you.
Avatar
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
Assign to group
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
|
Regional Mgr | Mountain Region | Active | Manage |
|
MR
Marco Reyes
marco.reyes@pinnaclefinancial.com
|
Team Lead | Denver Team | Active | Manage |
|
KP
Kelly Park
kelly.park@pinnaclefinancial.com
|
Advisor | Denver Team | Active | Manage |
|
DT
Devin Tan
devin.tan@pinnaclefinancial.com
|
Advisor | Boulder Team | 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 group labels
Your firm has a 4-role hierarchy (Admin → Regional → Team Lead → Advisor). Override the labels for the two middle groups so the UI matches how your firm talks.
"Regional Manager" group label
e.g. "Director", "VP"
Plural form
"Team Lead" group label
e.g. "Producer", "Principal"
Plural form
Changes apply everywhere: sidebar, dashboards, reports and invites. Advisor and Administrator labels are fixed.
Region / team names
Rename the specific groups your users are assigned to.
| Group type | Name | Members |
|---|---|---|
| Regional | 12 | |
| Regional | 9 | |
| Team | 5 | |
| Team | 4 |
Current Contract
Enterprise — Annual Contract
Pinnacle Financial · Contract #RF-2026-0142
● Active
Term
Jan 2026 – Dec 2026
12-month term
Contract Amount
$84,000 / year
Billed quarterly
Next Invoice
Jul 1, 2026
Renewal: Jan 1, 2027
Invoice history
Invoices are billed manually against your annual contract. Download PDFs for your records.
| Invoice | Date | Period | Amount | Status | |
|---|---|---|---|---|---|
| INV-2026-0142-Q2 | Apr 1, 2026 | Q2 2026 | $21,000.00 | Paid | Download PDF |
| INV-2026-0142-Q1 | Jan 1, 2026 | Q1 2026 | $21,000.00 | Paid | Download PDF |
| INV-2025-0108-Q4 | Oct 1, 2025 | Q4 2025 | $18,000.00 | Paid | Download PDF |
| INV-2026-0142-Q3 | Jul 1, 2026 | Q3 2026 | $21,000.00 | Scheduled | Pending |
Need to change seats, renew, or adjust your contract?
Seat counts, renewals and term changes are handled by your account manager — not self-serve.
Advisor 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.
Production Targets
Quadrant 3 meeting targets for the current period
Quarterly Quadrant 3 meeting target
Monthly breakdown:
60 / month
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