Adding a Company Logo
This article will walk you through the steps in adding up a company logo for Imagine Share.
Looking At Portal:
To begin, log into your portal (using your specified domain name and password provided in your welcome email. If you do not have this information, please email Shannon at sdavis@imaginetime.net).
Figure 1 shows the “All Workspaces” landing page. When a “Staff Member” logs into the portal for the first time, this page should not have any “Clients” listed.
Figure 1 Screenshot from ImagineTime Portal showing the “All Client Workspaces landing page”.
Initial setup by “Account Owner”.
When the “Account Owner/Admin” signs in for the first time. They should take a few moments to setup their “Firms” settings.
Figure 2: Select “Firm Settings” from the sidebar menu on the left side of the screen. This will load the “Firm Settings: Settings::Overview” dialog screen. Our customer support team will setup the account with the “Company Name” as specified by the account owner. Select the blue “Update firm logo” text to the right of the “Logo” box to paste in your firm logo – Figure 3.
Figure 2 Screen Shot of Settings: Overview screen for customizing new firm settings, such as firm Logo.
Figure 3: You can upload or paste a new logo. You can replace an old logo by selecting “Update Firm Logo” below the existing logo.
