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Workspace Branding

What it is

Customize workspace branding, logos, and print settings

Who it's for

Workspace Owner

Access & Scope

PropertyValue
Moduleworkspace-branding
Personasworkspace-owner
ScopeWorkspace-level
UI LocationDashboard > 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:

  1. 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
  2. Logo Management:

    • Upload logos for each variant
    • Replace existing logos
    • Remove logos individually
    • Logos are displayed in preview
  3. Logo Display:

    • Logos appear throughout the workspace UI
    • Different variants are used based on available space
    • Logos are optimized for display
  4. 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:

  1. 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
  2. Logo Removal:

    • Remove individual logo variants
    • Removal is permanent (can re-upload)
    • All variants are independent
  3. 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

  1. Brand Identity:

    • Upload company logos for professional appearance
    • Maintain consistent branding across workspace
    • Use appropriate logo variants for different contexts
  2. Document Branding:

    • Add logos to printed invoices and receipts
    • Include watermarks for document security
    • Create branded document templates
  3. Workspace Customization:

    • Personalize workspace appearance
    • Create professional workspace environment
    • Enhance user experience with branded elements
  4. Multi-brand Support:

    • Different workspaces can have different branding
    • Maintain separate brand identities
    • Customize per workspace needs

Notes / Limits

  1. Logo Formats:

    • Standard image formats supported
    • Recommended: PNG with transparency for best results
    • File size limits apply
  2. 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
  3. File Size:

    • Uploaded logos count against workspace storage quota
    • Large files may impact loading performance
    • Images are optimized for display
  4. Logo Replacement:

    • Replacing a logo uploads a new file
    • Old logo file is removed from storage
    • Changes take effect immediately
  5. Logo Removal:

    • Removing a logo is permanent
    • Logo file is deleted from storage
    • Can re-upload if needed
  6. Display Context:

    • Logos are automatically sized for display contexts
    • Maintain aspect ratio
    • Responsive to different screen sizes
  7. 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