We have four primary areas that you can set up to meet your brand standards in vCIOToolbox.
1. Logo
2. Brand Colors (for reports and meeting portal)
3. Emails
4. Report Covers
Logo
To set your logo in the system you will need to do the following:
1. Navigate to your name in the upper right-hand corner.
2. Click on My Company.
3. Click on Company Logo
4. Upload your Logo
Brand Colors
1. From the left-hand menu select Admin > Settings then navigate to Report Colors.
2. Set your brand standards
Emails
1. Navigate from the left-hand menu to Admin > Settings and then to Email Visual Settings.
2. Set your brand standards.
Report Covers (Used in conjunction with Customer Reports)
1. Navigate to Admin > Report Designer and navigate to Manage Report Title/Footer Images
2. Upload your cover images
