Your Organization’s Profile information is edited here, such as address, markets, and logo.
You can also find a branded login page for:
1. Clients - Used by clients who've already created accounts in the system. If you want to market to new clients, use your Landing Page URL to create new hubs and accounts.
2. Pros - Used by people on your team. They can create a new account from this page (and instantly be linked to your organization) or log into an existing account.
From your main window, locate the left navigation bar.
- Click on the Organization icon
- Click on Profile & Branding
- Click on Edit Profile
Edit your Organization's Logo
- Click Branding
- Click Add Logo
- Click Save
Edit your Organization's Colors
- Scroll to Colors
- Put in your branded color key or click the colored box to select a color
- Click Save
Add your Organization's Copyright or Disclaimers
- Scroll to COPYRIGHT
- Add your information
- Click Save
NOTE You'll have to do this for each organization individually. Confirm your organization by looking at the drop-down box in the upper right-hand corner.
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