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Your business

Your branding on the client experience

Who can use it. Owners set the branding (Settings → Branding & email). Everyone who owns a company can brand their own space; the result is what your *clients* see: in their project portal and in the emails you send them.

What it's for

Make the client-facing side of the app look like *your* business, not ours. Your logo, your company name, and your accent colour follow through to the portal your clients log into and the emails they receive, so the whole experience feels like it came from you.

How to use it

  1. Go to Settings → Branding & email.
  2. Set your company display name, upload a logo (PNG or JPEG), and pick an accent colour.
  3. Optionally pick a portal chrome colour: this re-themes the darker background areas of the portal (the nav bar and the page headers) to match your brand. Leave it unset to keep the platform's default dark navy chrome.
  4. Once you've picked one, choose its colour scheme: *Gradient* shades your colour for depth (the default), or *Flat* paints the nav bar and every page header in that one exact colour, with no shading. Pick Flat if your brand is a solid, single-colour look.
  5. Optionally adjust the Email header (see below).
  6. Save. Your clients see the branding the next time they open their portal or receive an email from you.

Email header

The Email header section sets how the top band of the designed emails your automations send looks, for every such email. A live preview above the controls updates as you change them, and it saves with the same Save branding button.

  • Show the name / Show the logo: turn either off. With both off, those emails have no header. The same is true with the name off before you have uploaded a logo: nothing is drawn, rather than the name coming back.
  • Header text: replaces your company name in the header. Leave it blank to use the company display name above. This is plain text: dynamic values such as the customer's name only work in a single email's own header text, set in the workflow email designer.
  • Band style: *Accent colour* (a solid band in your accent colour, the default), *White*, or *Thin accent line* (a white band with a line of your accent colour across the top).
  • Logo height (24 to 120 pixels), Band padding (how tall the band is, 8 to 48 pixels) and, for the thin line, Line thickness (2 to 16 pixels).

Leave it alone and your emails look exactly as they did before. A single email can override all of this from the workflow email designer. This does not change the sign-in or quote emails.

What it affects

  • The client portal (/my-projects): your logo and company name replace the default mark in the sidebar, and your accent colour re-themes the portal's buttons, highlights and links.
  • Portal chrome colour: if you set one, it re-themes the nav bar background *and* every page header banner in the portal together, so the darker "chrome" areas match your brand rather than Summit's default navy. This is separate from the accent colour: you can set either, both, or neither.
  • Colour scheme (gradient or flat): applies to that chrome colour only. Flat gives you one solid colour across the nav bar and headers, including the project hub banner, with no coloured glow over the top. If the colour you choose is too light for the white text sitting on it, we darken it just enough to stay readable, keeping your hue.
  • Sign-in emails: when a client requests a login link, your logo and accent colour headline the email in a coloured banner at the top, with your company name shown alongside (or as a wordmark, if the client's email software is blocking images).
  • Quote emails: the quote you email from an estimate leads with your logo and an accent-coloured heading.

Good to know

  • Included on every plan. Client branding isn't a premium add-on: Solo, Crew and Company all get it.
  • Your staff view is unchanged. Branding only dresses up what clients see: the pipeline, financials, and other staff screens keep the standard look.
  • **Emails come *from* the platform address unless you verify your own domain. The name, logo, and colours in the email body are yours. To send automation emails from your own address, add your domain under Sending domains** on the same screen (see Sending emails from your own domain). Replies still go to your reply-to address as configured.
  • **The sign-in *page* itself isn't branded yet**: only the email and the portal after login. Custom portal web addresses (e.g. portal.yourcompany.co.nz) are a later step too.
  • Logos are capped at a reasonable size (PNG/JPEG only). Very large images are rejected on upload.
  • Set a company name or a logo (or both). If you leave both blank, the client experience keeps the default look even with branding turned on.