How do I customise the account to add company branding and colours?
New to TouchRight?
Customise your account so reports can display your company branding:
Logo, bespoke colour scheme, industry accreditations and more.
Click the ‘Account’ tab on the left menu and choose ‘Settings’ from the menu.
In Account Settings you can enter your business address and contact details, add your logo image file and set the colour scheme.
To add your logo: click the 'Choose File' button to locate the logo and add from your computer.
To add your brand colours: Use the 'Colour' colour picker to select the correct colour, or add the 'hex' numbers if known.
To change the font colour in your reports: Use the 'Text Colour' to select the correct colour.
Add a watermark or background image: use the 'Background Image' upload facility in your Account Settings>PDF Settings section.
Add accreditations: accreditation logos can be displayed on the front cover of every report created.
You can add up to six logos. Please note, only Account Owners can add accreditation logos.
If you prefer to watch rather than read you can view the steps within this short 2 minute video.
Select 'Account' from the left menu and click on ‘Accreditations’ from the menu.
Click on the 'Create Accreditation' button to the right of the grey banner.
Add the accreditation name, then click the ‘Choose file’ button to find and add the logo and select the 'Save' button.
Go back to 'Accreditation Settings'.
Choose which accreditation you want to upload into the 6 boxes available by selecting from the dropdowns.
Refresh the screen and the new logos will be displayed. These will appear on the front page of all PDF reports you download.
You can see a fully branded report example here.
Learn how to further customise your reports here.
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