Put your agency's name, logo and colour on everything clients see
Set agency branding for the client portal and build a brand kit for graphics.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
Clients should see your agency, not the software. Agency branding controls the name, logo and colour on the client portal and emails. The brand kit holds the colours and logo versions used when graphics are made.
By the end you can
- Set the agency name, tagline, logo and brand colour
- Fill in the brand kit colours and logos
Screens used
Steps
- 1
Open Agency branding
On: /settings/brandingOpen Settings and choose Agency branding. Only the workspace owner can change it.
You should see: A form with a Preview.
- 2
Set the name and tagline
On: /settings/brandingFill in Agency name (it defaults to your workspace name) and an optional Tagline, which shows under the project name on your client's portal home.
You should see: The preview shows your name.
- 3
Upload the logo
On: /settings/brandingPress Upload logo. PNG, JPG, WEBP or SVG up to 2 MB; a square logo works best.
You should see: Your logo in the preview.
- 4
Choose the brand colour
On: /settings/brandingSet Brand color. It drives the buttons and accents on the client portal. Save.
You should see: The sample button in the preview uses your colour.
- 5
Fill in the brand kit
On: /settings/brand-kitOpen Brand kit. Set the Colours by role: Primary, Secondary, Accent, Ink, Paper and Muted. Upload the logo versions: full colour, single colour, icon only and one for dark backgrounds.
You should see: The kit warns you if two colours do not have enough contrast to be readable.
Tips
- Graphic templates use the colours by role, so changing one colour in the kit updates every graphic.
- Without a logo, the portal shows your agency's initials.
Troubleshooting
- The client portal shows initials, not your logo.
- No logo is saved. Upload it on the branding page and save.
- The kit warns about two colours.
- Text in one colour on the other is hard to read. Choose a darker or lighter colour until the warning goes.
One row per shot, in the same order as the guide. Estimated length 2:02, recorded signed in as Owner. Use made-up data only. How to record
Say: Put your agency's name, logo and colour on everything clients see. Set agency branding for the client portal and build a brand kit for graphics.
Hold until you see: Lesson title on screen for three seconds.
Say: Open Settings and choose Agency branding. Only the workspace owner can change it.
Hold until you see: A form with a Preview.
Say: Fill in Agency name (it defaults to your workspace name) and an optional Tagline, which shows under the project name on your client's portal home.
Hold until you see: The preview shows your name.
Say: Press Upload logo. PNG, JPG, WEBP or SVG up to 2 MB; a square logo works best.
Hold until you see: Your logo in the preview.
Say: Set Brand color. It drives the buttons and accents on the client portal. Save.
Hold until you see: The sample button in the preview uses your colour.
Say: Open Brand kit. Set the Colours by role: Primary, Secondary, Accent, Ink, Paper and Muted. Upload the logo versions: full colour, single colour, icon only and one for dark backgrounds.
Hold until you see: The kit warns you if two colours do not have enough contrast to be readable.
Say: That is put your agency's name, logo and colour on everything clients see. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Reference articles on this topic
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