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Setting Up and Customising Brands

With Assentir CRM, you can tailor your branding for various contexts:
  • Flexibility: Create and manage different brands for various documents, departments, or subsidiaries, ensuring each area of your business maintains its unique identity.
  • Default Brand: A pre-configured default brand is included with your CRM, which you can customise to align with your organisation’s branding.
    • The default brand is automatically selected when creating new documents, simplifying the process and ensuring brand consistency.
    • To set or change the default brand, select the This is the company default brand? option when creating or editing a brand.

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Creating or Editing a Brand

Follow these steps to create or edit a brand in Assentir CRM:
1

Access Brands

Navigate to Settings > Brands as an admin user.
2

Create a New Brand

Click Create Brand to add a new brand for your organisation.
3

Edit Existing Brand

To modify an existing brand, select the brand name from the list.
4

Adjust Brand Settings

Customise the brand to reflect your company’s identity, including brand name, logo, and colour schemes.
5

Save Changes

Once you’ve made your adjustments, click Save to apply them. When creating or editing documents, you can choose your preferred brand from a dropdown menu.
Assentir Brand Settings

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Brand Visibility

Control how brands are shared and used within your organisation:
  • Default Visibility: Newly created brands are visible to all users by default
  • Customised Access: You can limit visibility and access to specific brands based on teams or users. This feature is particularly useful when different business units require separate branding for their documents and communications
For example, restricting access ensures that only authorised teams can use a specific brand when creating documents, such as a brand used exclusively by a subsidiary.
By customising your brand settings, you can maintain a consistent, professional appearance across all communications while still allowing flexibility for various business areas.