Proof

Set Up a Brand Profile in Command Center

Brand profiles in Command Center enable organizations to create and manage consistent branding elements—such as brand name, logo, header style, colors, and custom text—across multiple organizations and lines of business, with owners and admins able to create, edit, and apply these profiles either universally or selectively through a step-by-step setup process.

Audience: Organizations

Brand profiles in Command Center allow you to set a consistent experience for your recipients across all organizations and lines of business. You can create a single brand profile and apply it to all organizations, or create multiple profiles and assign each organization its own.

Any Command Center user with owner or admin access can manage all brand profiles, making it easier to handle brand settings.


How it works

Brand profiles ensure branding elements are consistent across your organizations. You can configure the following:

  • Brand name
  • Logo
  • Header style for signer landing pages (only if a logo is uploaded)
  • Colors for links, buttons, and other interactive elements
  • Custom text on signer landing pages

Once a brand profile is applied to organizations in your company directory, only the Command Center owner and admins can edit the settings. New organizations added to your directory will not have a brand profile selected and will maintain brand settings at the organization level until a profile is applied.


Create a brand profile

  1. 1.Select Brands from the menu on the left.
  2. 2.Select Create new brand profile.
  3. 3.Type the name for the profile (internal only).
  4. 4.Select Next step.
  5. 5.Type the brand name you'd like to display to customers.
  6. 6.Select Upload logo under Logo to upload your logo file for the co-branded header.
  7. 7.Select Change header style to change the appearance of the header.
  8. 8.Select Next step.
  9. 9.Change the theme, button, and link colors using HEX codes, if desired.
  10. 10.Select Next step.
  11. 11.Add a title and text to custom recipient welcome pages for each transaction type, if desired.
  12. 12.Select Save brand profile when finished.
  13. 13.Select the desired option from the pop-up window:
    • Skip for now — Does not apply the new brand to any organizations. You can manually apply the brand profile any time.
    • Apply to all organizations — Applies to all organizations in your company and overrides any existing branding.
    • Apply to all without a brand profile — Applies to any organization that does not already have a brand profile selected.
  14. 14.Select Finish.

Once you've created the brand profile, you must apply it to your organizations for it to take effect, unless you applied it during setup.


Summary Checklist

  • Requires Command Center owner or admin role.
  • Configure brand name, logo, header style, colors, and custom text, then select Save brand profile.
  • The header style can only be changed if a logo is uploaded.
  • After saving, apply the brand profile to your organizations for it to take effect.

If you need further assistance, contact Proof Support for help.