The Key Steps
- Click on the Settings icon
- Click on Branding under the Account section
- On the Branding page:
- Select your Portal Theme
- Upload your Logo
- Add a Cover Image (optional)
- Click the Update button
👇 For more detailed steps refer to the article below
Modifying Your Branding Settings
Selecting your branding settings on Pulse is an easy way you can customize your Pulse account and customer portal.
In order to access your branding settings you will need to click on the Settings icon in the left-hand panel. From there you will click on Branding underneath the Account section.
Once inside the Branding tab you, the first thing you can adjust is your portal theme. This is the color that will be used for your customer portal app and web interface.
Next you have the ability to upload your logo. The logo you upload should be a transparent PNG file so it formats nicely on a white background. The logo will be used on customer invoices, the customer portal, and the customer app. If an error pops up when you attempt to upload your logo it is likely because your logo is too big. To fix this issue you will just need to resize the logo and re-upload it.
The last option you can customize on the Branding page is your cover image. You can either leave our default image or upload your own horizontal image to use. This cover image will be used on your customer portal.
Looking at General Settings
Underneath the Account section is also the General Settings tab. This is where the basic information you provided when signing up for Pulse is stored. On this page you are able to view your account information and add a phone number.