How to Set Up Parent Client Branding

If you have a parent client, they can now apply their branding depending on the interface settings you've enabled.

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Note

• If they want to add their logo, they'll need to reach out to you, as it must be uploaded manually through the admin area.

Check out our full guide here about Parent & Child Accounts in Upmind.

Enable Parent Client Branding Settings

As an admin or staff member, you can enable these settings. Here’s how to do it:

1. Go to Settings → User Interface

2. Under the Client Area section, you'll find two options:

   

• Allow Branding for Parent Clients: Enable this to let parent clients brand themselves by adding their own logo and custom appearance, including brand name, logos, colour, and font.
• Whitelabel Login: Enable this to remove all branding from the login and password reset page.

Managing Parent Client’s Brand Appearance

In this section, only you (as an admin) or your staff can manage the brand appearance for a parent client. Here’s how to do it:

1. Go to the Client section and find the parent client account.
2. Click on Accounts, then select Child Accounts.
3. Under Child Accounts, you’ll see a Brand Appearance settings section where you can:

• Add a brand name
• Select the primary colour and brand font
• Upload brand assets: logo, logomark, favicon, and email logo

4. Click "Save" to apply the appearance settings.

Here’s how it will look in the Child Account client area.