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How to set up and use brands

Turn on Brands, customize the brand form, and let clients link requests to the right brand.

Written by Gabriel Lecointere

Use case: Your client is an agency, or a company with several sub-brands. With Brands, they keep each brand's logo, colors, fonts, guidelines and files in one place, and link every request to the right brand so your team always works with the right assets.

A brand holds everything your team needs for it: logos, fonts, colors, brand guides, links and template files. You decide which fields a brand has by editing the brand form.

Turn on Brands

  1. Go to Settings > Portal and open the Advanced tab.

  2. Scroll to Brands and turn on the switch.

    Advanced portal settings with the Brands switch and the Edit brand form link highlighted

  3. Click Save changes.

Edit the brand form

  1. Once Brands is on, click Edit brand form under the Brands switch.

  2. The form always starts with two fields: Brand name and Brand logo. Click a field to change its label or placeholder text.

  3. To add a field, click Add item at the bottom, then pick the field type and give it a name. You can add placeholder and help text to guide your clients.

    Bottom of the brand form builder with the Add item button highlighted

  4. Click Preview to see the form as your clients will, then click Save.

Tip: useful field types for brands are File group (brand assets), Color picker (brand colors), Short answer (links) and Paragraph (brand description). Changes to the fields are saved as you make them.

Create a brand (client view)

  1. In the sidebar, hover over the Brands section and click the plus (+) button that appears next to it. If the client has no brands yet, they can also click Create one.

    Client sidebar with the Brands section open and the plus button highlighted

  2. Fill in the brand form.

    Create brand form with Brand name, Brand logo and other fields

  3. Click Create brand. The brand's page opens, where you can keep its details up to date.

Each brand page has three tabs: Profile (the brand form answers), Requests (the requests linked to the brand) and Files. To download every file at once, open Files and click Download all files.

Brand page Files tab with the Download all files button highlighted

Create and manage brands as an admin

  • Go to Users > Clients and open the Brands tab to see every brand, with its organization. Click Create brand to add one for a client: you pick the organization first.

    Clients page on the Brands tab with the list of brands

  • Each organization also has a Brands tab on its page.

  • On a brand's page, admins and team members can click Add item to add an extra field to that brand only.

Link a request to a brand

When a client creates a request, they can pick the brand under Brand. The field shows when Brands is on and the client's organization has at least one brand.

Request form with the Brand dropdown open listing the organization's brands

The brand then shows in the request's Summary. Your team can click the brand name to open its page and grab the assets. Admins and team members can also change the brand there with the arrow next to it. Clients see the brand but can't change it.

Request summary with the Brand changer open

Delete a brand

Admins, team members and the client's organization members can delete a brand:

  • As an admin or team member: go to Users > Clients and open the Brands tab. Click the three dots in the Actions column of the brand and click Delete. You can also open the brand and use the three-dot menu at the top right of its page.

    Brands tab with the actions menu of a brand open and Delete highlighted

  • As a client: in the sidebar, click the three dots next to the brand under Brands and click Delete.

A confirmation window opens. Click Delete to confirm, or Cancel to keep the brand. You can't restore a deleted brand from the app.

Delete brand confirmation window with Cancel and Delete buttons

What happens when you delete a brand

  • The brand disappears from the Brands lists, the client sidebar and the Brand dropdown on new requests. Its page (Profile, Requests and Files tabs) can no longer be opened.

  • Requests linked to it are not deleted. They keep the brand's name and logo in their Summary, but the name is no longer a link to the brand page. Admins and team members can pick another brand for the request with the arrow next to it.

  • Files are kept. Files uploaded to the brand's file fields are stored in a folder with the brand's name in the organization's files, and deleting the brand doesn't delete them. You still find them on the organization's Files tab. Files attached to requests stay on those requests.

Tip: to rename a brand instead, open it and change its name on its page.

FAQ

Why don't my clients see Brands in their sidebar?

Check that Brands is turned on in Settings > Portal > Advanced. The section only shows for clients.

Can a client delete a brand?

Yes, from the three-dot menu next to the brand in their sidebar. See Delete a brand above.

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