How to Add a Logo and Custom Branding to a Dashboard
1] Log in to TapClicks and, on the Admin menu, click Platform Settings. You are taken to the Branding section on the Platform Settings page.
Add a logo
| Note: To add your own logo, you first have to remove the default TapClicks logos. |
2] Hover your mouse over the Logo in White Mode and the Clear (i.e., "X") icon appears. Click it.
3] Repeat step 2 for the Logo in Dark Mode.
4] Click the upload box.
5] Navigate to where your logo is located in your local machine and click Open.
6] Repeat step 5 if you want both a light mode and dark mode logo.
7] Make sure the Include Logo on Reports slider is in the on position as shown below.
Choose a mode
8] Select either the Light mode or Dark mode radio button.
Choose a theme
9] Either select the radio button of one of the predefined themes.
10] Or select the Custom radio button and choose a custom color from the color wheel.
| Note: To add a particular color hex code, click the pencil icon in the center. |
Write a login page message
11] Optionally, add a login page message in the textbox provided. Use the styling tools as desired.
12] Click Save at the bottom of the page.
Why does the Business Unit logo not reflect the BU User?
To ensure that the BU (Business Unit) logo is correctly reflected in the hierarchy for an Agent user, it is not sufficient to associate the BU directly with the user alone.
Instead, the Client Group (CG) must be explicitly linked to the BU. This is because the system hierarchy is defined at the entity level, following this structure:
Client → Client Group (CG) → Business Unit (BU) → Instance
Since the hierarchy flows through these entities, the BU association must exist within this chain—specifically through the Client Group—for it to be recognized and applied correctly to the Agent user.