Workspace Branding
What it is
Customize workspace branding, logos, and print settings
Who it's for
Workspace Owner
Access & Scope
| Property | Value |
|---|---|
| Module | workspace-branding |
| Personas | workspace-owner |
| Scope | Workspace-level |
| UI Location | Dashboard > Settings > Branding |
| Status | active |
UI Location
Dashboard > Settings > Branding
How it works
The Workspace Branding feature allows you to customize your workspace's visual identity through logos and branding assets. Here's how it works:
-
Logo Variants:
- Horizontal Logo: Wide format logo for headers and wide spaces
- Vertical Logo: Tall format logo for sidebars and narrow spaces
- Mark: Compact logo/symbol for small spaces
- Watermark: Semi-transparent logo for document watermarks
-
Logo Management:
- Upload logos for each variant
- Replace existing logos
- Remove logos individually
- Logos are displayed in preview
-
Logo Display:
- Logos appear throughout the workspace UI
- Different variants are used based on available space
- Logos are optimized for display
-
Branding Integration:
- Logos are used in printed documents (if configured in print settings)
- Logos appear in workspace header/navigation
- Branding is consistent across all workspace features
Settings
The Workspace Branding feature includes the following configuration options:
-
Logo Upload:
- Upload logos for each variant (horizontal, vertical, mark, watermark)
- Supported image formats: Standard image formats
- File size limits apply (check current limits)
- Images are optimized for web display
-
Logo Removal:
- Remove individual logo variants
- Removal is permanent (can re-upload)
- All variants are independent
-
Logo Preview:
- Preview uploaded logos
- See how logos appear in different contexts
- Verify logo quality and sizing
Permissions
Access to Workspace Branding requires:
- Workspace Owner: Has full access to upload, replace, and remove logos
- Staff: Access may be restricted. Typically, only workspace owners can manage branding.
Note: Branding management is typically restricted to workspace owners to maintain brand consistency.
Use Cases
-
Brand Identity:
- Upload company logos for professional appearance
- Maintain consistent branding across workspace
- Use appropriate logo variants for different contexts
-
Document Branding:
- Add logos to printed invoices and receipts
- Include watermarks for document security
- Create branded document templates
-
Workspace Customization:
- Personalize workspace appearance
- Create professional workspace environment
- Enhance user experience with branded elements
-
Multi-brand Support:
- Different workspaces can have different branding
- Maintain separate brand identities
- Customize per workspace needs
Notes / Limits
-
Logo Formats:
- Standard image formats supported
- Recommended: PNG with transparency for best results
- File size limits apply
-
Logo Variants:
- All variants are optional
- Use appropriate variant for each context
- Horizontal: Best for headers and wide spaces
- Vertical: Best for sidebars and narrow spaces
- Mark: Best for small spaces and favicons
- Watermark: Best for document backgrounds
-
File Size:
- Uploaded logos count against workspace storage quota
- Large files may impact loading performance
- Images are optimized for display
-
Logo Replacement:
- Replacing a logo uploads a new file
- Old logo file is removed from storage
- Changes take effect immediately
-
Logo Removal:
- Removing a logo is permanent
- Logo file is deleted from storage
- Can re-upload if needed
-
Display Context:
- Logos are automatically sized for display contexts
- Maintain aspect ratio
- Responsive to different screen sizes
-
Storage: Logo uploads count against workspace storage quota. Consider file sizes when uploading multiple variants.
Changelog
Mon Jan 15 2024 02:00:00 GMT+0200 (Eastern European Standard Time)
- Initial documentation