Skip to main content

Setting Up Company Branding

Learn how to create and configure a Preliminary Budget in the Budget module.

The Branding page controls how a company's logo, colors, and favicon appear to customers. This branding is applied to any Home Configure links shared with or hosted for customers.

To update Branding:

  1. Select Profile from the top toolbar, then select Branding from the left panel.

  2. Update the following fields:

    • Logo. Select Upload to add a company logo. Images can be up to 2000 pixels wide and no more than 1 MB. Use the pencil icon to edit an uploaded logo, or the trash icon to remove it.

    • Favicon. Select Upload to add a favicon. Images can be up to 500 pixels wide and should be less than 500 KB. For best results, use a square image.

    • Primary Color. Enter a hex code or use the color picker to set the primary brand color.

    • Secondary Color. Enter a hex code or use the color picker to set the secondary brand color.

  3. Select Save.

Did this answer your question?