Branding

Overview

Core's branding settings let you customize the appearance of your workspace, customer portal, and communications to match your company's identity.

Logo Settings

Uploading Your Logo

1. Go to Settings > Branding
2. Click Upload Logo
3. Select your logo file:
   • Recommended: PNG with transparent background
   • Size: At least 200x200 pixels
   • Max file size: 2MB
4. Adjust positioning if needed
5. Save changes

Logo Usage

Your logo appears in:

• Workspace header
• Customer portal
• Email notifications
• PDF reports
• Login page

Logo Variants

Upload different versions for different contexts:

Color Scheme

Brand Colors

Set your primary brand colors:

1. Go to Settings > Branding > Colors
2. Set colors:
   • Primary: Main brand color
   • Secondary: Accent color
   • Success: Positive actions (green)
   • Warning: Caution states (yellow)
   • Error: Error states (red)
3. Preview changes
4. Save

Color Applications

Colors are used for:

• Buttons and links
• Status indicators
• Charts and graphs
• Portal theme
• Email accent colors

Dark Mode

Configure dark mode appearance:

1. Enable Dark Mode Support
2. Set dark mode color variants
3. Test appearance in dark mode
4. Save settings

Customer Portal Branding

Portal Customization

Brand the customer-facing portal:

1. Go to Settings > Branding > Portal
2. Configure:
   • Portal logo
   • Welcome message
   • Color theme
   • Footer content
3. Preview the portal
4. Publish changes

Portal Styling

Customize portal appearance:

• Header: Logo placement, navigation
• Colors: Buttons, links, accents
• Typography: Font family (from available options)
• Footer: Contact info, links, copyright

Email Branding

Email Templates

Brand your email communications:

1. Go to Settings > Email > Templates
2. Edit the header section:
   • Add logo
   • Set header color
   • Customize layout
3. Edit the footer section:
   • Company info
   • Social links
   • Unsubscribe link
4. Preview and save

Email Elements

Customizable email elements:

Report Branding

PDF Reports

Customize exported reports:

1. Go to Settings > Branding > Reports
2. Configure:
   • Header logo
   • Header/footer colors
   • Company information
   • Page layout
3. Preview a sample report
4. Save settings

Report Elements

Company Information

Business Details

Set your company information:

1. Go to Settings > Branding > Company Info
2. Enter:
   • Company name
   • Address
   • Phone number
   • Website
   • Email
3. Save settings

This information appears in:

• Email footers
• PDF reports
• Portal footer
• Invoice templates

Social Links

Add social media links:

1. Go to Settings > Branding > Social
2. Enter URLs for:
   • LinkedIn
   • Twitter/X
   • Facebook
   • YouTube
   • Other
3. Save

Links appear in email footers and portal.

Preview & Testing

Preview Mode

Test branding changes:

1. Make changes in settings
2. Click Preview
3. View preview in new tab
4. Make adjustments
5. When satisfied, save

Test Communications

Send test branded emails:

1. Go to Settings > Email
2. Click Send Test
3. Review in your inbox
4. Check logo, colors, formatting

Portal Preview

Preview customer portal:

1. Go to Settings > Portal
2. Click Preview Portal
3. Browse as a customer would
4. Verify branding is correct

Best Practices

Brand Consistency

• Use consistent colors across all touchpoints
• Ensure logo is high quality
• Match fonts where possible
• Maintain professional appearance

Accessibility

• Ensure color contrast meets accessibility standards
• Don't rely on color alone for information
• Test with accessibility tools

Mobile Responsiveness

• Test branding on mobile devices
• Ensure logo scales appropriately
• Check email rendering on mobile

Version Control

• Keep copies of original brand assets
• Document brand guidelines
• Communicate changes to team

See also

• Customer Portal
• Email Configuration
• Workspace Settings