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What are Brands?

If you have several brands under a parent company you can onboard your customers with different brands!

Stacey Hatch avatar
Written by Stacey Hatch
Updated over a week ago


Need to represent more than one brand within your GUIDEcx organization? You can with our Brands feature!

Our Brands feature is great for your business if you…

  • Represent multiple business units,

  • Implement solutions on behalf of other companies,

  • Have products that have independent logos.

User Access

Only Admin, Managers and Guides can create, edit, delete brands.

How to access your Brands

  1. Expand your navigation menu (if minimized)

  2. Click on your company name

  3. Select "Brands"

How to Set up a Brand

  1. Go to the Brands page

  2. Click on Add Brand

  3. Give the Brand a name

  4. Upload a logo

  5. Assign a Hex Color (This will be used in the project as a primary color)

How to Edit a Brand

  1. Go to the Brands page

  2. Click on any Brand

  3. Edit the logo, name, color, etc.

  4. Click Save Brand!

How to Delete a Brand

  1. Go to the Brands page

  2. Click on the brand you'd like to remove

  3. Click on the red REMOVE BRAND link.

  4. Confirm you'd like to remove the brand.

Best Practices

  • You should use brands when you have multiple companies under the same umbrella.

  • If you'd like your email display name to reflect the brand associated with the product, you can have a GUIDEcx Admin toggle that setting on under the Email Settings found in Company Details. See screenshot below:


When do I use a brand?

When you want to onboard a customer using a different company!

How do I use a brand?

When setting up a project, you can select a Brand to represent. The project will have the select brand's logo and color scheme instead of your default company logo and colors.

I turned the email setting on, but when the customer replies from the email they see my email address from the parent company, not the brand. Is that expected behavior?

Yes. This setting only changes the display name. Emails will still route to the right project and email inboxes. However, if a customer looks at the email recipients when they go to respond to a project, they will see your real email address.

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