Edit Your Organization Settings and Branding

Edit Your Organization Name

How to add or change your organization name:

1. Click your initials (or photo) in the bottom left of the sidebar and then click on Settings.

2. Select the Organizational Settings tab and head to the Organization Name section.

3. Enter your business name and press Save at the bottom of the page to finish.

Your clients will see your name and organization's name in their daily emails so make sure it is something they will recognize.

Edit Your Logo

Your logo will show on the Home tab within the client app, in the top navigation bar on the desktop and on the desktop login screen. If you have a branded app, your logo will also appear on app login screen.

How to add or change your logo:

1. Click your initials (or photo) in the bottom left of the sidebar and then click on Settings.

   Select the Organizational Settings tab and head to the Logo section.

2. Click on either the Change File button or the Upload a File option on the right-hand side.

3. Upload your file and press Save at the bottom of the page to finish.

While you can use any type of logo you want, square logos with a white background look best.

Edit Your Theme Color

How to add or change your theme color:

1. Click your initials (or photo) in the bottom left of the sidebar and then click on Settings.

   Select the Organizational Settings tab and head to the Theme Color section.

2. Choose your color and press Save at the bottom of the page to finish.