How to Add Brands

When you create an Upmind account, you start an organisation that subscribes to an Upmind plan and sells products or services. Typically, one organisation manages a single brand with multiple products or services. Adding brands allows you to create separate identities under one organisation, sharing resources like products, the same or different staff users, and payment methods, while customising brand-specific settings.

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Steps to add a brand

1. In the Upmind dashboard, click Settings > Brands under Branding and customisation.

2. Click Create brand.

3. Fill in brand details:

• Name: Visible to clients and on invoices.
• Company Email: Default sender for email notification that can match the organisation’s email.
• Company Address & Phone: Displayed on invoices.

4. Click Save to open the brand’s settings page.
5. Configure brand settings as needed.

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Switching brands

When multiple brands exist, a dropdown menu lets you switch views quickly. You can also switch brands from the dashboard icon in the top right corner.

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Copy brand’s UUID

You can also copy your brand’s UUID (Universally Unique Identifier) from the admin brand’s list view.