Brand Settings

In the Brand Settings page, you can configure the following options for your Prop Trading System:

1. Website Name: Specify the name that will be displayed on the browser tab when users access your CRM. This allows you to personalize the branding and ensure that users easily recognize and identify your CRM website.

2. CRM Logo: Upload and set your desired logo to appear on the CRM Client Portal and Back Office. This allows you to showcase your brand identity and create a consistent visual representation for your users. You can setup 3 different logos:

   • Website Logo: This logo will be displayed on the CRM when users log in.

     
   • Favicon: The favicon is the small icon that appears on the browser tab when users open your CRM in a web browser.

     
   • APP & PWA Icon: This logo represents your mobile application or Progressive Web Application (PWA). It is displayed as the app icon on the home screen of users' devices.

     
3. Theme Color: Choose the theme color that aligns with your brand's visual identity. This color will be applied to various elements throughout the CRM, providing a cohesive and branded experience for your users.

4. Default Mode: Select the default mode for the CRM interface - light mode or dark mode. When users access the CRM, the selected default mode will be displayed, offering a preferred visual experience from the moment they log in.

   • Light Mode

     
   • Dark Mode

     
5. Landing Style: Choose the desired landing page style for your Prop Trading System - center, left, or right. This option allows you to customize the layout and positioning of the content on the landing page, making your CRM look more unique and tailored to your brand's aesthetics.

   • Center

     
   • Left

     
   • Right

     

Website Name

To edit your website name in the Brand Settings module, follow these steps:

1. For Client Portal domain, navigate to Settings > Client Portal > Brand Settings. For Back Office domain, navigate to Settings > Back Office > Brand Settings.

   
2. Click the "Edit" icon.

   
3. Enter your desired website name, keeping it within a maximum of 50 characters.

   
4. Once you have entered the new website name, click on the "Save" icon to save your changes.

   

CRM Logo

To setup the logos, follow these steps:

1. For Client Portal domain, navigate to Settings > Client Portal > Brand Settings. For Back Office domain, navigate to Settings > Back Office > Brand Settings.

   
2. Click the "Edit" icon.

   
3. For each logo type, upload the logo file from your computer. Please note that only PNG and JPG file formats are accepted.

   
4. Ensure that the logo file meets the recommended size specifications:

   • For Website Logo: Recommended size is 300x200 pixels.

   • For Favicon: Recommended size is 40x40 pixels.

   • For App & PWA Icon: Recommended size is 1024x1024 pixels.

5. Once the logo file is uploaded and meets the specified size, click on the "Save" button to apply the changes.

   

Theme Color

To setup the theme color, follow these steps:

1. For Client Portal domain, navigate to Settings > Client Portal > Brand Settings. For Back Office domain, navigate to Settings > Back Office > Brand Settings.

   
2. Click the "Edit" icon.

   
3. Select your preferred theme color.

   
4. Click "Save".

   

Default Mode

To select the default color mode for your CRM, please follow these steps:

1. For Client Portal domain, navigate to Settings > Client Portal > Brand Settings. For Back Office domain, navigate to Settings > Back Office > Brand Settings.

   
2. Click the "Edit" icon.

   
3. Choose between the Light Mode or Dark Mode option.

   
4. Once you have made your selection, click on the "Save" icon to save the changes.

   

Landing Style

To setup the landing page style for your CRM, follow these steps:

1. For Client Portal domain, navigate to Settings > Client Portal > Brand Settings. For Back Office domain, navigate to Settings > Back Office > Brand Settings.

   
2. Select you preferred landing page style.

   
3. Once you have made your selection, click on the "Save" icon to save the changes.