SETTINGS

Set agency branding

How do I set branding for the portal, scan tool, and review invites?

Open Finish setup and choose the branding task to set the agency logo, favicon and primary color. You can fetch assets from the agency website or upload them, preview the color treatment, and save the result. The Branding page also shows whether the identity is using a branded domain or Synup's default addresses.

Key facts

Where it livesFinish setup → the branding task
What you need firstWhite-label access and approved agency brand assets
What it changesThe agency identity shown in Synup OS, client-facing surfaces and invite emails

Why this matters

The same saved identity feeds several surfaces, so one careless change can make the portal, scan tool and email presentation disagree. The preview lets you check the primary color and logo treatment before saving.

Steps

  1. Open Finish setup, then choose the task for adding your brand.

  2. Under Logo, upload a PNG or SVG under 500 KB. You can also select Fetch from my website to look for both a logo and favicon.

  3. If you uploaded a logo, choose Dark, Light or Original under Logo style. Use Original for a multicolor logo that should not be inverted.

  4. Add a 32×32 or 64×64 PNG favicon under 128 KB.

  5. Enter the agency's hex value under Primary color or use the color picker.

  6. Review Preview and the Active on panel. The panel identifies the portal, scan tool and invite-email addresses that will use this brand.

  7. Select Save changes. Wait for Saved before leaving the page.

    Settings Branding showing the active branded surfaces, uploaded logo and favicon, logo-style choices, primary color, and Save changes control

What you'll see when it's done

  • Saved appears beside the action controls.
  • The preview uses the selected primary color for buttons and links.
  • The Synup shell refreshes its saved logo, color and favicon without a page reload.

Watch out for

Reset restores the last saved values; it does not remove the saved brand. Review every customer-facing surface before saving, especially when changing a logo from light to dark or removing a favicon.

Questions people ask

What should I check before I begin?

Use final, approved image files and confirm the workspace has white-label access. A logo can be up to 500 KB, while the favicon must be a PNG under 128 KB.

How will I know the workflow is complete?

The action area shows Saved, and the preview and Synup shell use the saved identity. If the Active on panel says No branded domain yet, configure the domain separately.

Next

Configure the customer-facing addresses in the branded-domain guide.

See the agent in action

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