Overview
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
Expand your navigation menu (if minimized)
Click on your company name
Select "Brands"
How to Set up a Brand
Go to the Brands page
Click on Add Brand
Give the Brand a name
Upload a logo
Assign a Hex Color (This will be used in the project as a primary color)
How to Edit a Brand
Go to the Brands page
Click on any Brand
Edit the logo, name, color, etc.
Click Save Brand!
How to Delete a Brand
Go to the Brands page
Click on the brand you'd like to remove
Click on the red REMOVE BRAND link.
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:
FAQs
When do I use a brand?
When do I use a brand?
When you want to onboard a customer using a different company!
How do I use a brand?
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?
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.