SETTINGS

Configure Client Portal branding

How do I configure client-app branding?

Open Settings (the gear at the top right), choose White label, and open the Branding card, the third of seven. It sets the App name, Logo, Favicon and Primary color that every one of your clients' portals uses. A live Preview on the right shows the portal shell with your tab title, favicon, logo and colour as you change them. Use my branding copies your agency's own logo and colour in, and Save applies the brand to all client portals.

The Branding card showing the app name, logo and favicon uploads with a saved Northwind logo and violet colour, beside a live portal preview with the matching tab title, logo and button colour

Key facts

Where it livesSettings → White label → Branding
What you setApp name (the browser-tab title, up to 60 characters), Logo, Favicon, Primary color
Where it showsEvery client portal, and the emails the portal sends
Not affectedYour own Synup dashboard. The note at the bottom of the page says so
Starting pointUse my branding copies your agency logo, favicon and colour into the editor. It does not save
NeedsA plan that includes white label. Plans without it see an upgrade message
Who can open itAnyone who can open Settings on a plan that includes white label. The page does not check for an owner or admin role

Steps

  1. Open Settings → White label and open the Branding card.

    The Branding card before anything is set, with empty App name, Logo, Favicon and Primary color and a neutral preview, and Save disabled
  2. Choose a starting point. Select Use my branding at the top right of the editor to copy your agency's logo, favicon and colour. A message says Pulled in your branding. Save to apply it. Or add each item yourself below.

    The Branding card after Use my branding, with the Northwind logo, favicon and violet colour filled in and the preview updated; Save is enabled but nothing has been saved yet
  3. Type an App name if you want a tab title that differs from the default. It is the exact browser-tab title of every client portal. Leave it empty to use the default.

  4. Add a Logo and a Favicon. Drop a file on the box or select Browse. The logo accepts PNG, JPG, SVG or WebP, and the favicon a square PNG or ICO. Large images are resized for you, so you do not need to prepare exact file sizes. Only files that are not images, or that cannot be read, are refused. Replace swaps one and the cross removes it.

  5. Under Primary color, select the swatch to pick any colour, choose one of the suggested swatches or type a hex code such as #7C3AED. It colours buttons, links and the active item in the portal's navigation.

  6. Check the Preview. The tab shows your app name and favicon, the navigation shows your logo, and Primary action shows the colour. Make sure the logo is clear and the colour is readable.

  7. Select Save. It stays disabled until something has changed. When it is saved, the card shows Saved, then Done, and reads Logo and color applied to every client portal and your emails.

What you'll see when it's done

  • The Branding card marked Done, and the page counting it among the areas live
  • The preview showing your tab title, favicon, logo and colour
  • Your clients' portals, and the emails they receive from the portal, using the new brand

Watch out for

Saving applies to every client portal at once. There is no per-client preview step. Check the Preview, then select Save.
  • Use my branding does not save. It fills the editor only; select Save to apply it.
  • Your dashboard does not change. This brand is for client portals and their emails. Your own Synup screens keep Synup's look, whatever you upload here. See agency branding.
  • There is no per-client branding editor. The old per-client White Label tab on a client is gone. A client that had its own brand set up earlier keeps that brand; saving here does not replace it.
  • Other portal controls are in the same page. AI Assistant (its name and picture), Navigation, Custom script and Help contact are the other cards.

Questions people ask

Do I need to prepare a particular image size?

No. Large images are resized for you. Use a clear logo on a transparent or white background and a square favicon.

Can one client have its own logo?

Not from the app today. Ask your Synup contact if you need one.

Do clients see this on their emails too?

Yes. The portal's invitation and notification emails use the same brand.

Can Sydekick change this for me?

No. Branding is set in Settings.

Next

To set the domain your portal opens on, see configuring a branded domain. For what your agency logo is used for, see agency branding.

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