Admin & Settings
3 min read
Step 3 of 9 · Setting up Buzzscribed

Branding Your Account

Read time 3 min Level Beginner Prerequisites Admin role; the agency logo file and brand colour hex codes
In a nutshell: Branding is set once at the tenant level and flows automatically to PDF reports, client portals, proposals, agreements and branded email layouts. Upload a logo (PNG or JPG, 300px wide minimum), set a primary and any secondary colour hex codes, and save. The result is consistent visual identity across every client-facing surface the agency uses.

Where branding lives

Tenant-wide branding is configured at Tenant Admin > Account Setup > Setup Branding. The settings here flow automatically to:

  • PDF reports -- retainer reports, coverage summaries, campaign briefs.
  • Client portal -- when a client opens their portal, they see the agency's branding rather than Buzzscribed's.
  • Proposals and agreements -- service agreements and campaign briefs carry the logo.
  • Branded email layouts -- the logo appears in email templates that use the branded layout.

Uploading the logo

  1. Open Tenant Admin > Account Setup > Setup Branding.
  2. Click the logo upload area.
  3. Select a high-quality PNG or JPG, minimum 300px wide. PNG with a transparent background renders best across light and dark layouts.
  4. The logo uploads immediately and previews on screen.

Keep the file under 2 MB so it loads quickly in reports and portals.

Setting brand colours

  1. In the Setup Branding section, find the colour picker fields.
  2. Set the primary brand colour -- used for headers, accent elements and report highlights.
  3. Set secondary colours if the brand has them.
  4. Save to apply across the tenant.

Per-Brand branding for client work

Tenant branding is the agency's identity. Each client's Brand record in the CRM (Clients & Brands) also carries its own logo upload, used when generating a client-branded report or portal view. A typical setup: the agency's branding on internal templates and proposals; the client's branding on coverage reports and the client portal. Set up the client's branding when adding each Client (Course 0 article 8).

Verification

After saving, generate a test PDF -- for example a Retainer Report on a sample retainer -- to confirm the logo and colours render correctly. Adjustments are easy: re-upload the logo, re-pick a colour, save again, regenerate.

Key takeaways
  • Tenant branding lives at Tenant Admin > Account Setup > Setup Branding.
  • Logo: PNG or JPG, 300px+ wide, under 2 MB. Transparent PNG renders best.
  • Primary and secondary colours via hex picker.
  • Branding flows automatically to reports, portals, proposals and branded emails.
  • Per-client Brand logos are set separately on each Brand record.

What to read next

  • Email Service & Domain Authentication -- set this next because DNS propagation can take up to 48 hours.
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