Platform Branding

Customize with your Brand

You can find Platform Branding in the Fly-Out Menu, by clicking on your profile image in the top right of the screen. There you will find many options for setting custom background and text colors, as well as an option to use a custom logo for your account.

Logo and Preset Themes

This is the main logo that is displayed in the top-left corner of your screen.

For best performance, we suggest that your custom logo image be 200px wide, and has a max height of 60px.

Registration Page

When a user is invited to the platform and clicks the link to complete their registration, this is the page that will be displayed.

You can upload an image that will appear in the background. For best results (to fit the entirety of most screens without distortion), we suggest that the image be at least 2560px in width, with a max height of 1440px.

TIP: If an image is not uploaded, by default the background will appear as a preview of the platform with a privacy filter on the text, as shown below.

Text Color: The color of the form text (First Name, Last Name, etc.)

Button Color: The color of the Save Password and Login button

Button Text Color: The color of the Save Password and Login text that appears on the button

Form Background Color: This is a box that appears behind the form to improve readability of the form text. In addition to the color, you can also set the opacity.

Elements Style

This section configures the main view of the platform. You will be able to see any changes you make in real time.

The Main Navigation is the side navigation bar (with Dashboard, CRM, Office, etc.) that remains static regardless of what page you are on. This setting will control the background color (dark blue by default) of this navigation bar.

Text Color: This setting controls the color (light grey by default) of the text in the Main Navigation.

Icon Color: This setting controls the color (light grey by default) of the icons (such as the logout icon, the help icon, etc.) of the Main Navigation.

Advanced Color Controls: Toggle this switch to ON for additional options.


You can use Custom CSS to further your customization by toggling the switch to ON and inputting your code.

CLICK HERE to read more about Custom CSS Snippets

White Label Branding Controls

Choose to limit access to the "White Label" settings (everything listed under Your Branding in the Flyout Menu) to the Super Admin ONLY.

Hide Super Admin will essentially make the SA invisible. They will not appear in any dropdown menus throughout the platform.

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