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Set up your company branding in the Portal

Ways to modify Link's interface to match your company's branding

Overview

Link is a white-labelled solution that can be matched to your company's branding. Go to Settings > Auth flow > Branding in the Codat Portal to tailor Link for a fully custom-branded experience.

The branding settings page autosaves when changes are made. You can adjust the following UI elements:

Company name

Your company name, as you see it in the Portal, is also displayed in Link when your customers connect their accounting platforms to Codat.

This logo appears in the navigation bar of Link, and on the on-premise connector screens when users link on-premise applications (e.g. Sage 50 and QuickBooks Desktop).

Logo requirements:

  • Use PNG, JPEG, SVG, or GIF file formats.
  • Files should not exceed 10MB.
  • Recommended dimensions: 600px x 100px.

Company icon

This icon (uploaded as a favicon) appears as the Link browser tab icon and on the on-premise connectors' system tray icon when an on-premise application is running in the background on a customer's computer.

Icon requirements:

  • Use ICO file format.
  • Files should not exceed 500KB.
  • Recommended dimensions: 32px x 32px.

Primary color

You can set your brand's primary color to define the color of buttons and other elements within the Link Flow. We recommend using a dark primary color, because light colors may cause accessibility issues.

Sync flow

This primary color setting also applies to the Sync flow, a journey specific to our Sync for Commerce product.

Branding settings screen with company name, logo, icon, and color picker displayed

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