1. Introduction

Feature Overview

The Branding feature allows users to customize the appearance of their application by adding logos, changing colors, and modifying other visual elements to align with their company's brand identity.

Key Benefits and Purpose:

    • Enhances the professional appearance of the application.

    • Promotes brand consistency across different platforms.

    • Improves user engagement and recognition.

2. Accessing the Feature

To access the Branding feature, go to "Admin" from the main menu and choose "Branding" from the left navigation.

3. Step-by-Step Instructions

Step 1: Color Scheme

  • Choose a Primary Color:

    1. In the Branding section, click on the 'Primary Color' option.

    2. Use the color picker to select your desired color or enter the hex code.

    3. Click 'Save' to apply the primary color, which will be used to denote all primary actions in the UI.

  • Choose the Color for the Left Side Navigation Bar:

    1. Click on the 'Navigation Bar Color' option.

    2. Use the color picker to select your desired color or enter the hex code.

    3. Click 'Save' to apply the changes to the left side navigation bar.

Step 2: Browser

  • Upload an Icon to be Used as the Favicon:

    1. In the Branding section, find the 'Favicon' option.

    2. Click on 'Upload Icon'.

    3. Select the icon file from your computer.

    4. Click 'Open' to upload the favicon.

Step 3: Login

  • Modify the Login Page:

    1. In the Branding section, navigate to 'Login Page Customization'.

    2. Choose the background color:

      • Click on the 'Background Color' option.

      • Use the color picker to select your desired color or enter the hex code.

      • Click 'Save' to apply the background color.

    3. Replace the Max image:

      • Click on 'Upload Image'.

      • Select the image file from your computer.

      • Click 'Open' to upload the image.

    4. Set a Greeting:

      • Enter the greeting text in the 'Greeting' field.

      • Click 'Save' to apply the greeting message.

Step 4: Email

  • Customize Email Banner Images:

    1. In the Branding section, navigate to 'Email Customization'.

    2. Remove the Max branded banner images:

      • Click on 'Remove Banner Image'.

    3. Upload your own images:

      • Click on 'Upload Image'.

      • Select the image file from your computer (recommended resolution: 600W X 200H).

      • Click 'Open' to upload the image.

4. Use Cases

Use Case 1: Rebranding Max within the Company

  • Description:
    For companies that want to rebrand Max within their organization, customizing the application to reflect the company's brand can improve internal adoption and make the tool feel like an integral part of the company’s suite of tools.

  • Steps to Implement:

    1. Follow the step-by-step instructions to upload the company logo.

    2. Change the primary color to match the company's brand colors.

    3. Modify the left side navigation bar color to align with the company's color scheme.

    4. Upload a favicon that represents the company's branding.

    5. Customize the login page by setting the background color, replacing the Max image with a company-specific image, and setting a personalized greeting.

    6. Customize email banner images by removing the Max branded banners and uploading your own images (recommended resolution: 600W X 200H).

  • Benefits:
    This rebranding makes Max feel like a customized, company-specific tool, which can enhance user acceptance and satisfaction. It also ensures that all internal communications and interfaces maintain a consistent brand identity.

  • Example:
    When employees log in to Max, they see the company’s logo, colors, and a personalized greeting, which reinforces the tool’s integration into the company’s ecosystem. Custom email communications also reflect the company’s branding, enhancing the professional appearance of internal communications.

Use Case 2: Environment-Specific Branding

  • Description:
    For customers with different environments (development, testing, and production), each can be branded differently to make it clear which environment is being used. This differentiation helps prevent mistakes that can occur from working in the wrong environment.
  • Benefits:
    Environment-specific branding reduces the risk of errors by clearly indicating which environment is in use. It enhances user awareness and helps maintain a structured workflow by ensuring that users are always aware of the context in which they are working.
  • Example:
    When users switch between environments, they see distinct logos, colors, and greetings for each one, making it clear whether they are in development, testing, or production. This visual differentiation helps prevent accidental actions in the wrong environment and reinforces the importance of each environment's specific use.



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