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Organization Branding

Customize your organization's appearance across the Axvero platform to maintain brand consistency and provide a professional experience for your clients and team members.

Note: Only administrators can update organization branding. Branding changes are visible to all users and clients.

Overview​

Organization branding allows you to personalize the Axvero platform with your company's visual identity. This includes logos, colors, email templates, and client-facing portal customization to ensure a seamless brand experience.

Branding is divided into:

  • Basic Branding: Logo, primary color, and email template header/footer (available to all plans)
  • Advanced Branding: Full color scheme, multiple logo variants, portal customization, white-labeling, and advanced asset management (available on select or enterprise plans)

Basic Branding​

Upload and manage your organization's logo for consistent branding across the platform.

Logo Requirements​

  • File formats: PNG, JPG, SVG (recommended)
  • Maximum file size: 2MB
  • Recommended dimensions: 200x60 pixels (landscape) or 100x100 pixels (square)
  • Background: Transparent background recommended for PNG/SVG files
  • Resolution: High-resolution for crisp display on all devices
v2.0

Where Your Logo Appears:

  • System header (top navigation bar)
  • Email signatures (system-generated emails)
  • PDF documents (header of generated reports and documents)
  • Login page (organization-specific login pages)

Upload Process​

  1. Go to Settings → Organization → Branding
  2. Click "Upload Logo"
  3. Select your image file
  4. Preview the logo placement
  5. Click "Save Changes"

Basic Color Customization​

Primary Color​

Set your organization's primary brand color to customize navigation, buttons, links, and accent elements.

Color Selection​

  1. Navigate to Settings → Organization → Branding
  2. Click on the "Primary Color" selector
  3. Choose from color palette or enter hex code
  4. Preview changes in real-time
  5. Click "Apply Color"

Supported Color Formats​

  • Hex codes: #1a73e8, #ff6b35
  • RGB values: rgb(26, 115, 232)
  • Color names: blue, red, green (basic colors only)

Email Template Branding​

Customize the basic appearance of system-generated emails.

Email Header​

  • Organization logo automatically included
  • Primary color applied to header background
  • Organization name displayed prominently
  • Organization contact information
  • Standard disclaimer text
  • Unsubscribe links (for marketing emails)

Advanced Branding v2.0​

Note: Advanced branding features are available on select or enterprise plans. Contact support for upgrade options.

Complete Color Scheme​

Extended Color Palette​

Customize multiple brand colors for comprehensive theming:

  • Primary, Secondary, Accent
  • System Colors: Success, Warning, Error, Info
  • Neutral Colors: Background, Surface, Text Primary, Text Secondary

Advanced Logo Management​

  • Multiple logo variants (main, icon, white, monochrome)
  • Automatic logo selection based on background
  • Responsive logo sizing and high-DPI support

Client Portal Branding​

  • Branded URLs (custom domains)
  • SSL certificates and DNS configuration
  • Custom welcome page, navigation, footer, and help section

Email Template Designer​

  • Drag-and-drop visual editor
  • Pre-built templates
  • Brand consistency (colors, fonts)
  • Preview modes (desktop, mobile, print)
  • Dynamic template variables (e.g., {organization_name}, {client_name})

Document Branding​

  • PDF template customization (letterhead, footer, color scheme, typography)
  • Branded application forms, reports, certificates, and letters

White-Label Options Enterprise​

  • Remove Axvero branding
  • Custom platform name, login page, and URLs
  • Advanced CSS and layout modifications
  • Branded help documentation

Brand Guidelines and Best Practices​

Logo Best Practices​

  • Use simple, scalable, high-contrast designs
  • Avoid low resolution, distortion, or poor contrast
  • Keep logo usage consistent across all touchpoints

Color Scheme Best Practices​

  • Ensure sufficient contrast for accessibility (WCAG compliance)
  • Test color combinations for color blindness
  • Document brand guidelines and test across devices

Managing Brand Assets​

Asset Organization​

  • View and update current logo
  • Upload history and file information
  • Store multiple logo versions and brand elements (advanced plans)
  • Version control and usage guidelines
  • Role-based access for asset management

Brand Approval Workflow v2.0​

  • Review and approval process for brand changes
  • Preview mode and rollback options
  • Change notifications and audit trail

Technical Specifications​

Supported File Formats​

  • Images: PNG, JPG, SVG (recommended)
  • Advanced: WebP, AVIF (advanced plans)

Performance Considerations​

  • Automatic file compression and CDN delivery
  • Efficient caching and progressive loading

Troubleshooting & FAQ​

Q: Why can't I upload my logo?

  • Check file format, size, and resolution. Only PNG, JPG, SVG under 2MB are accepted.

Q: Why aren't my color changes visible?

  • Try clearing your browser cache or refreshing the page. Ensure you clicked "Apply Color".

Q: Can I revert branding changes?

  • Yes, use the asset history or contact support for assistance.

Q: Who can update branding?

  • Only administrators with branding permissions can make changes.

Q: Are advanced branding features available to all plans?

  • No, some features require an enterprise or upgraded plan. Contact support for details.

Your brand is crucial for professional credibility and client trust. Use these branding features to create a cohesive, professional experience that reflects your organization's identity across all client interactions.