Branding

Administrator's with the AGENCY WRITE role can update the Agency name and logo,  They can also specify a website to redirect users to when they logout. To edit the agency select Edit Agency from the menu.

Under the Primary Contact tab you can update the agency name and upload a logo (in PNG, JPG or GIF format) and specify where to send users when they logout. When uploading a logo, the image will be resized if it is greater than 64px high.

The History button gives allows you to view the history of changes to the agency details.

You can also customize the appearance of the system further by selecting the Settings Cog at the top of the screen.

From the APPEARANCE dashboard you can change the primary colours, text and links to your social media sites.

Colours & Menu - There are a select few colours available for the Menu theme, if you want your colours to match specific pantone references please contact the support team for costs. You are also able to edit the highlight colours on the Margin Report, Purchase orders and payments

Custom Text - 

Custom Text (Old Style)

Custom Text - Html Editor

Custom Text Screens