# General Company Settings

Navigating and customizing the White Swan platform to align with your company's preferences is straightforward and user-friendly:

1. **Accessing General Settings:** To begin, head over to the 'General Settings' option available in the header menu. This centralized location offers a range of general settings for partners.
2. **Personal and Company Information:** Update or modify essential details with ease. Whether it's personal information or company-specific data, the platform ensures your records are always up-to-date.
3. **Co-Branding Toggle:** Enhance the user experience by integrating your brand identity. Toggle the co-branding option on or off as per your preference for the pages and cases associated with your account.
4. **Policy Type Selection:** White Swan offers a wide range of policy types to cater to varied client needs. While we recommend keeping all policy types active, partners have the flexibility to deactivate certain policy types they don't want to offer to their clients. For instance, some partners opt to exclude Variable Universal Life and Private Placement Life due to not being licensed to receive compensation for these products. For a deeper dive into this, you can read [Licensing Considerations](/partner-knowledge-base/platform-overview/commissions-and-referral-earnings/licensing-considerations.md).
5. **Licensing and Payment Information:** For partners who've activated earnings, the platform provides an option to update licensing details and payment information. This ensures seamless transactions and adherence to regulatory requirements.
6. **User Management:** Expand your team's access to the platform by inviting more users. Not only can you add members, but you can also define their permission levels, ensuring each user has the right access for their role.

{% hint style="info" %}
**Did you know?** One individual user on White Swan can below to several organizations. If a user with a currently active organization on White Swan opens an invite link to your organization and accept the invitation, they will be able to switch between your organization and their prior organization through the top menu.
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.whiteswan.io/partner-knowledge-base/platform-overview/using-the-platform/general-company-settings.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.