🫧Brands

Brands Settings

Enhance your App CRM experience by creating and customizing multiple brands for different business needs, such as managing subsidiaries.

Setting Up and Customizing Brands

• Flexibility: Use different brands for various types of documents and subsidiaries.

• Default Brand: Your App CRM comes with a default brand, customizable to match your company's branding.

Creating or Editing a Brand

1. Access Brands:

   • As an admin, go to Settings -> Brands.

2. New Brand:

   • Click Create Brand for a new one.

3. Edit Existing Brand:

   • Click on an existing brand name to modify it.

4. Adjust Settings:

   • Tailor the brand settings to your needs.

5. Save:

   • Click Save to apply changes.

When creating or editing documents, you can select from your brands via a dropdown menu.

Brand Visibility

Control who can see and use your brands within the company.

• Default Visibility: New brands are visible to everyone by default.

• Customize Access: Limit visibility to specific teams or users.

• Use Case: Restricting access ensures only relevant team members can use or view the brand, like when creating new documents.

Default Brand

Your installation includes a default brand, which can be changed to suit your organization’s needs.

• The default brand is automatically selected for new documents, streamlining the document creation process.

• Setting a Default Brand: Check the This is the company default brand? option when creating or editing a brand.