Branding

What are Brand Guidelines?

The Brand Guidelines page is where you upload and manage your company's visual assets. These include your logos and brand guidelines document that help maintain consistent branding across all your partner communications and materials.

What's on the Brand Guidelines Page

Logo Assets

Your page includes spaces for four different logo variations:

• Primary Logo: Your main company logo for light backgrounds

• Primary Logo (White): White version of your logo for dark backgrounds

• Square Logo: Square version of your logo (useful for profile pictures and small spaces)

• Square Logo (White): White version of your square logo for dark backgrounds

Brand Guidelines Document

• Guidelines File: Upload a PDF or document containing your brand guidelines

• File Information: Shows filename, file type, and download link once uploaded

How to Use It

Uploading Logos

1. Click on any of the logo sections

2. Select your image file from your computer

3. The logo will be uploaded and displayed immediately

4. You'll see a success message when it's saved

Managing Existing Logos

• Hover over any uploaded logo to see the delete option

• Click the delete icon to remove a logo

• Upload a new file to replace an existing logo

Uploading Brand Guidelines

1. Click on the brand guidelines section

2. Choose your PDF or document file

3. Once uploaded, you'll see the filename and can download it

4. Share the download link with partners who need access to your guidelines

Recommended File Formats

• Logos: PNG, JPG, or SVG files work best

• Brand Guidelines: PDF format is recommended for easy sharing

Why This Matters

Having your brand assets uploaded helps ensure:

• Partners use the correct logos in their communications

• Your brand appears consistently across all partnership materials

• Easy access to guidelines for anyone working with your brand

• Professional appearance in all shared documents and communications

Partner Portal Branding

In addition to your brand assets, you can now customise the appearance of your partner portal landing page when using a custom domain.

Portal Customisation Options

Primary Colour

• Set your brand's primary colour using a hex colour picker

• This colour will be used for buttons, links, and accent elements on your portal

• Default colour is #8069e9 if not customised

Background Colour

• Choose the background colour for your portal landing page

• Uses a hex colour picker for precise colour selection

• Default is white (#ffffff) if not specified

Portal Background Image

• Upload a custom background image for your portal landing page

• Image appears behind your portal content for enhanced branding

• Maximum file size of 10MB supported

• Recommended formats: PNG, JPG

• Image will be automatically optimised and displayed responsively

How to Customise Your Portal

Setting Colours:

1. Use the colour picker tools to select your primary and background colours

2. Preview how the colours work together

3. Click "Save" to apply your colour scheme

Adding a Background Image:

1. Click the "Upload" button in the background image section

2. Select your image file (max 10MB)

3. The image uploads and saves automatically

4. Preview shows how it will appear on your portal

Managing Background Images:

• View a thumbnail preview of your current background image

• Click the delete button (X icon) to remove the current image

• Upload a new image to replace the existing one

Important Requirements

Custom Domain Required

• Portal branding features are only available when you have a custom domain configured

• Without a custom domain, the customisation options will be disabled

• A notification will appear explaining this requirement

Access Permissions

• Only Admin and Partnership users can modify portal branding

• Changes apply immediately to your custom domain portal

• All customisations are automatically saved to your company profile

Why Customise Your Portal

Portal branding helps you:

• Create a seamless brand experience for partners visiting your portal

• Maintain brand consistency across all partner touchpoints

• Provide a professional, white-labelled experience on your custom domain

• Strengthen brand recognition and trust with partners

The portal customisation works alongside your uploaded logo assets to create a cohesive branded experience for anyone accessing your partner portal.

Important Notes

• Only Admin and Partnership users can upload or delete brand assets

• Dark background previews help you see how white logos will look

• Files are stored securely and can be accessed by your team and authorised partners

• Keep file sizes reasonable for faster loading

• Update assets whenever your branding changes to keep everything current