Your platform theme can be customized to match your brand. You can update the color scheme, font, logos, and any disclaimers that should be displayed to your investors.
To customize your platform theme:
- Select Platform from the left menu
- Click Settings
- Choose Theme Settings
- Make any changes to:
- Platform Logo
- The logo that will appear on login, in any emails that use your logo, and the top-left corner
- The logo that will appear on login, in any emails that use your logo, and the top-left corner
- Header Logo
- If you would like to replace the logo on the top-left corner, you can use the Header Logo to do so
- If you would like to replace the logo on the top-left corner, you can use the Header Logo to do so
- Favicon
- This will appear in the tab of your browser
Note: Updates to the Favicon will require a development release to re
- This will appear in the tab of your browser
- Brand Colors
- Text and Labels
- Investment Platform Disclaimer
- A default disclaimer is available to use
- Any text added will overwrite the default
- Custom CSS
- Platform Logo
- Click Update Platform
Next training: Turn on/off platform features
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