Branding and workshop settings

Overview

Configure the customer-facing identity and workshop defaults.

Prerequisites and access

Use an active account whose role and plan include this feature. Options not allowed by the role or plan are not displayed.

Steps

1. Open Branding to upload supported logo/favicon images and select colors.
2. Review portal, lead status, and SMTP settings separately.
3. Test public and email output after each change.

Expected result

The change is stored in the active workshop and becomes visible only to authorized users.

Edge cases

• Confirm the active workshop before changing data.
• Do not create duplicates when the record already exists.
• Features can be hidden when the plan, configuration, or permissions do not enable them.

Troubleshooting

Refresh the page, clear filters, verify role and plan access, then contact a superadmin with the time, workshop, and exact error message.