Agency Branding & White-Label Settings
Agency Branding & White-Label Settings
The Branding & White Label settings page lets you configure your agency's visual identity. These settings are applied to all generated PDFs, email templates, and the leaseholder portal — giving your leaseholders a fully branded experience.
Accessing Branding Settings
Navigate to Dashboard → Branding (palette icon in the sidebar), or go directly to /dashboard/agency/branding.
Permission required: You must be a principal on the organisation to save changes. Any user with
settings.readpermission can view the current settings.
Sections
Company Logo
Your logo appears on PDF headers, email headers, and the leaseholder portal.
- Drag and drop an image onto the upload zone, or click to browse.
- Accepted formats: JPEG, PNG, WebP, SVG
- Maximum file size: 5 MB
- Once uploaded, a preview of the image is shown. Click the trash icon to remove it.
Images are uploaded directly to platform storage using a presigned URL — the file never passes through the application server.
PDF Header Image
An optional full-width banner image placed at the top of generated PDF documents (service charge demands, AGM notices, letterheads, etc.).
- Same format and size constraints as the logo.
- When a PDF header image is set, it replaces the default colour-bar header in the document preview.
Brand Colours
Two brand colours control the visual style of emails and the leaseholder portal:
| Field | Usage |
|---|---|
| Primary Colour | Headings, links, primary buttons |
| Secondary Colour | Accents, highlights, secondary elements |
Colours are set using a native colour picker or by typing a hex value (e.g. #1E40AF). The hex input accepts values with or without the leading #.
Company Details (for Documents)
These details appear on generated PDF footers and email footers. They are independent of the Agency Profile page — useful when your trading name or contact details differ from your registered company details.
| Field | Notes |
|---|---|
| Company Name | As it should appear on documents |
| Trading Name | If different from the company name |
| Contact email shown in footers | |
| Phone | Contact phone shown in footers |
| Website | Contact website shown in footers |
| Address Line 1 & 2 | Postal address for document footers |
| City | — |
| Postcode | — |
Regulatory Numbers (for Documents)
Membership numbers displayed in document footers for professional credibility:
- ARMA Membership Number
- RICS Membership Number
If both are provided, they appear side-by-side in footers as ARMA: XXXXX | RICS: XXXXX.
Live Branding Preview
The page includes a live preview panel that renders a mock Service Charge Demand document. The preview updates in real time as you change any setting, showing:
- Logo and/or PDF header image in the document header
- Primary colour applied to headings and totals
- Secondary colour applied to buttons
- Company name, contact details, and address in the document footer
- ARMA/RICS membership numbers in the document footer
Use the preview to verify your branding before saving.
Saving Settings
Click Save Branding Settings to persist all changes. A success toast confirms the save. To discard unsaved changes, click Reset.
All saves are recorded in the audit log (branding.updated).
Image Upload Flow
Image uploads use presigned URLs for direct-to-storage transfers:
- The browser requests a presigned upload URL from the server (
branding.presignLogoUploadorbranding.presignHeaderUpload). - The file is uploaded directly from the browser to platform storage via
PUTrequest — the file does not pass through the application server. - The returned public URL and storage key are stored in the branding settings when you save.
Each upload initiation is recorded in the audit log.
Multi-Tenant Isolation
- Each organisation has exactly one branding record (auto-provisioned on first access).
- Row-Level Security (RLS) at the database level prevents any cross-tenant access.
- Only users with the
principalrole can modify branding settings or initiate image uploads.
Where Branding Is Applied
| Surface | Logo | PDF Header | Primary Colour | Secondary Colour | Footer Details |
|---|---|---|---|---|---|
| Generated PDFs | ✓ | ✓ | ✓ | — | ✓ |
| Email templates | ✓ | — | ✓ | ✓ | ✓ |
| Leaseholder portal | ✓ | — | ✓ | ✓ | — |