Branding
Customize Core with your logo, colors, and branding for a professional appearance
Last updated: April 28, 2026
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
- Go to Settings > Branding
- Click Upload Logo
- Select your logo file:
- Recommended: PNG with transparent background
- Size: At least 200x200 pixels
- Max file size: 2MB
- Adjust positioning if needed
- 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:
| Type | Use Case | Recommended Size |
|---|---|---|
| Primary | Main logo | 200x50 px |
| Square | Favicons, avatars | 100x100 px |
| Dark mode | On dark backgrounds | Same as primary |
Color Scheme
Brand Colors
Set your primary brand colors:
- Go to Settings > Branding > Colors
- Set colors:
- Primary: Main brand color
- Secondary: Accent color
- Success: Positive actions (green)
- Warning: Caution states (yellow)
- Error: Error states (red)
- Preview changes
- 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:
- Enable Dark Mode Support
- Set dark mode color variants
- Test appearance in dark mode
- Save settings
Customer Portal Branding
Portal Customization
Brand the customer-facing portal:
- Go to Settings > Branding > Portal
- Configure:
- Portal logo
- Welcome message
- Color theme
- Footer content
- Preview the portal
- 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:
- Go to Settings > Email > Templates
- Edit the header section:
- Add logo
- Set header color
- Customize layout
- Edit the footer section:
- Company info
- Social links
- Unsubscribe link
- Preview and save
Email Elements
Customizable email elements:
| Element | Description |
|---|---|
| Header | Logo, brand colors, tagline |
| Body | Font, spacing, link colors |
| Footer | Address, social, unsubscribe |
| Buttons | Color, shape, text |
Report Branding
PDF Reports
Customize exported reports:
- Go to Settings > Branding > Reports
- Configure:
- Header logo
- Header/footer colors
- Company information
- Page layout
- Preview a sample report
- Save settings
Report Elements
| Element | Customization |
|---|---|
| Cover page | Logo, title, date |
| Header | Logo, report name |
| Footer | Page numbers, date |
| Colors | Tables, charts, headers |
Company Information
Business Details
Set your company information:
- Go to Settings > Branding > Company Info
- Enter:
- Company name
- Address
- Phone number
- Website
- Save settings
This information appears in:
- Email footers
- PDF reports
- Portal footer
- Invoice templates
Social Links
Add social media links:
- Go to Settings > Branding > Social
- Enter URLs for:
- Twitter/X
- YouTube
- Other
- Save
Links appear in email footers and portal.
Preview & Testing
Preview Mode
Test branding changes:
- Make changes in settings
- Click Preview
- View preview in new tab
- Make adjustments
- When satisfied, save
Test Communications
Send test branded emails:
- Go to Settings > Email
- Click Send Test
- Review in your inbox
- Check logo, colors, formatting
Portal Preview
Preview customer portal:
- Go to Settings > Portal
- Click Preview Portal
- Browse as a customer would
- 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
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