How do I customise my company's branding, colours and default currency?

Admins can customise how your company site looks and feels by applying their Company's own branding, colour theming, and the default currency on the Appearance page 

 Click the Icon in the top right, then Settings and navigate to the Appearance tab

Logo

Upload your company logo and the loading-screen variant. Accepted formats: PNG, JPG or SVG, up to 2 MB each.



Colours

Pick the colours used across reports and the client portal:
- Primary
- Secondary text
- Chart — low
- Chart — mid
- Chart — high



Each colour can be set using a hex code.

Currency

Choose the default currency used when displaying monetary values across the platform.



Once you're happy with your changes, press Save changes. Changes apply across the platform immediately.