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2. Logo and Account Settings

What are the company settings?

Settings is where you add your company logo and keep your company details up to date. Your logo then shows on your induction portal, inside your online inductions, at the sign-in kiosk and on the incident reporting page. The other tabs hold account-wide options, such as your certificate style, two-factor authentication and your data export.

Rules to know

  • Plan: you can add a logo on every plan.
  • Who: only the Account owner and Administration Users can open Settings.
  • Logo file: up to 15 MB. It’s saved as soon as it uploads.
  • Your own certificate design: Enterprise plan and free trial only.
  • Custom invite message: Team Plus and above. A different message for each induction needs Team Pro or Enterprise.
  • Extra fields in People: you can add up to 3.
  • Requiring two-factor authentication: everyone in your company gets an email, then must set up an authenticator app at their next sign-in. People who log in with SSO aren’t asked.
  • Turning it off: people who already set up an app keep using it.
  • Single sign-on (SSO): Enterprise plan and free trial only.

What you’ll need

  • An Account owner or Administration User login.
  • Your logo as an image file, such as a.webp or JPG.

Add your logo

  1. Click the gear icon, top right, then click Settings.
Settings in the gear menu
  1. On the Company Settings tab, click the orange Upload Image button.
The Upload Image button under the logo box
  1. Pick your logo file. It’s saved straight away and shows next to the gear.
The new logo on the Company Settings tab and next to the gear
  1. If it’s sideways, use the rotate arrows under the logo.

Tip

No logo yet? Click Add your company logo next to the gear, top right. It opens this page too.

Update your company details

  1. Change your Company Name, address, Industry or phone numbers.
  2. Click the orange Save button at the bottom.
The orange Save button at the bottom of the Company Settings tab

Choose your certificate style

  1. Click the Advanced Settings tab.
  2. Pick a style in the Certificate Style Type list. A preview shows below.
  3. Click the orange Save button at the bottom.
The Certificate Style Type list on the Advanced Settings tab

On the Enterprise plan you can design your own certificate. See Certificate designer.

The Advanced Settings tab also has:

  • Auto Archive Contacts With Expired Inductions.
  • Primary Account Receive Induction Notifications and Primary Account Receive Daily Summary Notifications: emails for the Account owner.
  • Remind Inductees to finish induction.
  • Customize Invite Message (or Insert Custom Message): your own text in invitation emails.
  • Enable Extra Fields In People: up to 3 extra fields on each person, such as an employee number.
  • Custom Employee Types: add your own types to the list.

Click Save after any change on this tab.

Require two-factor authentication

  1. Click the Security Settings tab.
  2. Switch on Two-factor authentication.
  3. Click Yes to confirm.
The Two-factor authentication switch on the Security Settings tab

On the Enterprise plan, the same tab also lets you set up single sign-on (SSO) with your own login provider.

What other people see

Your logo shows at the top of your induction portal, where people sign up for and start their inductions. It also shows inside each induction, at the sign-in kiosk and on the incident reporting page.

The induction portal with your logo at the top

If you require two-factor authentication, everyone in your company gets an email about it. They then see a Secure your account page at their next sign-in. They scan a QR code with an authenticator app and type the 6-digit code it shows.

The other tabs

  • Inductions Settings: the text colours, the header and footer colour and the fonts of your inductions.
  • Account Summary: your current plan and what it includes.
  • Data Takeout: download a copy of your data. See Data takeout.

Done! What happens next

  • Your logo appears straight away on your portal, inductions and kiosk.
  • Certificates use the style you picked.
  • With two-factor authentication on, each person sets up their app at their next sign-in. They can change it later in the gear menu, under Account Security.
← Previous: #1 Account IntroNext: #3 Creating and Importing Inductions →
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