Branding

In simple words

Branding is part of Workspace. Your logo, name, accent and theme across panels, emails and PDFs. This guide takes you through it in 7 short steps.

Where it fits in your work — Automate. Build Trigger → Condition → Action workflows from templates or from scratch.

Before you start

• You need to be signed in to your company's workspace. Workspace appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Branding belongs to Your brand in Workspace. Your logo, name, accent and theme across panels, emails and PDFs.

Step by step

1. 1

   Step 1

   Open Workspace

   Sign in to your company's Workspace. You see only what your role allows.

2. 2

   Step 2

   Open “Branding”

   In the left menu, click “Branding”. The “Branding” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Shown in your theme's accent colour”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Logo
   • Name
   • Accent part (optional)
   • Theme
5. 5

   Step 5

   Add a new one

   Click “Upload logo” to add one. A form opens for the details.

6. 6

   Step 6

   Other actions on this screen

   You will also see these buttons:

   • Save branding
7. 7

   Step 7

   Done

   Your logo, name, accent and theme across panels, emails and PDFs.

Tips

• You can use more than one filter together (Logo, Name, Accent part (optional)) to see exactly the records you want.
• The search box accepts: Shown in your theme's accent colour. Start typing and the list narrows down.
• “Upload logo” lets you add many records at once from a file instead of one by one.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Workspace → Open “Branding” → Find what you need → Narrow the list → Add a new one → Other actions on this screen → Done

What it connects to

• AI Intelligence

  Ask questions across all of the data the Workspace oversees.

• Help & Support

  Help and requests to the product team, from inside the Workspace.

• Client & Student Portal

  Decide who outside your company gets a portal, and see their activity.

What you will see on this screen

These are the parts of the Branding screen, exactly as they appear in the product.

Why use Workspace

Workspace replaces dashboards, user admin, automation & integration tools, on the same login and the same data.

• See the whole company on one screen instead of opening ten tools
• Control who can see and do what, down to a single action
• Automate follow-ups across every panel without developers
• One audit log and one place for billing, brand and security

Who uses Workspace

• Founders & owners

  Watch the whole company on one dashboard and control access, billing and brand.

• Administrators

  Invite people, assign roles, import data and switch panels on or off.

• Managers

  Open any panel's analytics with date, department and owner filters.

• Everyone

  Get one notification inbox and one place to manage their own sessions and devices.

More in Your brand