Update your account branding settings

Learn how to customize the account level color settings and email signature. You must have the Account Owner user role to access these settings.

The default branding for your account will set the theme color for the desktop application and the email signature for all account level notifications.

Theme color

You may like to choose a color that matches your organization's brand. This will be used in the toolbar, when highlighting menu options, and as the default color for a dashboard. Darker colors work best to ensure easy readability.

1_Branding_Samples.png

To access your branding settings:

  1. Go to Tools > Account.
  2. Select Branding from the left-hand menu.
  3. In the Theme Color tab, click the color.

    Branding-Color.png
  4. Use the color picker or enter a HEX code.

    Branding-Color-Choose.png
  5. Click Choose.
  6. Click Save & Next

You can change the color back to the default by clicking the arrow next to the color theme.

Email signature

The email signature settings will set the default signature for all locations in your account. It is also used as the email signature for all notifications about service providers, inductions, and qualifications that are not location specific.

The email signature can be customized at the location level for all notifications specific to a location, e.g. Visitor arrival notifications.

To access your email signature settings:

  1. Go to Tools > Account.
  2. Select Branding from the left-hand menu.
  3. In the Email Signature tab, type your email signature in the field provided and use the text tools at the top of the field to customize it.
  4. When you're done, click Preview Email to see what your signature will look like in a visitor notification. Click Close

    Branding-Email.png
  5. When you're finished, click Save & Next.

You can return to the default Email Signature by clicking Reset to Default.

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