Branding

Overview
The branding feature contains the majority of content and styling that your customers will see as they use your platform. The key areas of content and styling that can be configured are:
Logo and browser favorite icon
Default package for new customers
Theme and primary highlight color
Onboarding content
Joining the platform landing page
Legal agreement
Registration emails
Welcome page
Notification emails
Getting started
To modify branding options choose ‘Branding’ from the side navigation. A page will display with many branding options.
Branding options include:
System name - This is the name emails will appear to come from, typically this would be your organization or department name
System email address - The email address that notifications will appear to come from and replies will be sent to
Join content - When a user is invited to be part of your portfolio they first sign on to the platform on the “Join” page, this content will be displayed.
Note that you can insert links within the editor and several links are predefined, for example to get the link needed to join your portal choose Insert > Link
from the editor, the Link List option will then provide the Join Platform link for you.

Inserting a Link

Selecting a predefined Link
Welcome content - Each time the user signs in to the portal they will be shown this welcome content first. It is a good place to provide instructions, links and relevant updates
Terms and Conditions content - Shown on the “Join” page, These conditions need to be agreed to when a user joins your portfolio. See our example terms
Invite email - Sent when initially asking a customer to sign in and join your platform
Data Reminder email - Sent when data is required or overdue
Registration email - Sent when the user completes the form on the “Join” page, it contains a confirmation link to verify their email address
Registration complete email - Sent when the user completes verifying their email and can now sign in to the platform
Application received email - (optional) - When an application process has been configured for your account this is the content that will be sent to the user when they submit an application
Application processed email - (optional) - When an application process has been configured for your account this is the content that will be sent when you move their application to a processed status
Password reset email - Sent when a user requests a new password. You may wish to also include support contact details
Logo - Your company logo, note that the logo is a PNG format file and should be resized to 308px x 100px specifically
Favicon - The ICO/GIF/PNG format file to be used by the users browser for a bookmark and tab icon
Default Package - The package an invited user will be assigned when they use the “Join” page to onboard
Primary color - The color that will be used in certain headers and graphical elements, typically this would be set to a corporate color that contrasts well with white
Custom CSS - This is an advanced option for web designers who are familiar with Cascading Style Sheets (CSS) that want to control the visual style more tightly and override fonts and colors
After modifying any of these values click ‘Save’ to have the changes take immediate effect.