Step-By-Step Guide to Accessing Your Branding Settings
1. Access Dashboard Settings:
Hover over the navigation bar on the left side of the dashboard. At the very bottom, you'll find a section displaying your name, email, and photo. Click on this section. A menu will pop up; select 'Settings'.
2. Navigate to the Branding Settings:
From the column on the left, select 'Branding' under Business Settings.
This function allows you to personalize your dashboard's domain for white labeling purposes. The custom domain will be visible to you and your sub-accounts.
Updating Your Domain:
To alter the URL, click 'Edit'. After typing in your new domain, click 'Save'. You will also need to update the DNS records in your domain hosting provider for the changes to take effect. More information on this process can be found here.
For a more in-depth guide on setting up your custom dashboard domain, refer to the following help articles based on your domain host:
Customize your dashboard's appearance for your team and sub-accounts with the following options:
1. Logo Upload:
Click 'Edit' to upload a file for your logo. Click 'Save' after your logo appears in this section. Your logo will then be displayed in the top-left corner of your dashboard.
2. Favicon Update:
Click 'Edit' to upload the favicon image file. This is the small image that will appear next to your URL in a web browser. After uploading, click 'Save'.
3. Login Image Setup:
Click 'Edit' to upload an image or GIF to be displayed on the login screen. A cropping tool is available to ensure your image fits perfectly. Once satisfied, click 'Save'.
4. Floating App Icons:
Use the optional toggle to hide or display the floating app icons on the login screen. This could be useful if you want your custom login image to be fully visible.
Personalize the color scheme of your dashboard to match your branding.
1. Primary Color:
Click 'Edit' to select the primary color that will span across the top of the page and appear in outbound emails. Choose a color that complements your logo. A preview of the selected color will appear next to the 'Edit' button. Once satisfied, click 'Save'.
2. Secondary Color:
This color is used on buttons and various elements throughout the dashboard, as well as the selected tab. A preview of the selected color will always be visible next to the 'Edit' button. After selecting your color, click 'Save'.
3. Text Color:
Choose the color for your button text and other elements across the dashboard. After selecting your color, click 'Save'.
Click 'Edit' to input your desired email address. After input, click 'Save'.
Custom Email Domain
You can configure and validate custom email domains in this section, giving you the ability to use custom emails in your dashboard. More information on this process can be found here.
This section allows you to manage how you can search and access your sub-accounts. More information on how this works can be found here.