Getting started with your workspace settings
When you first log into Cloudbrand dashboard, you'll find all your workspace settings in the sidebar of your dashboard. These settings help you create a professional, branded experience for your clients. At the top of your CloudBrand sidebar, you'll find three key settings:
Branding settings
Located at: "Branding" in the sidebar. Here's where you make Cloudbrand feel like your own:
Workspace name: Set your agency's name
Logo: Upload your agency logo (tip: square logos work best!)
Favicon: Add your favicon for browser recognition
Accent color: Choose your brand color, which will be used for:
Buttons
Navigation elements
Overall workspace accents
Contact link: Add your website URL where clients can learn more about your agency (this link appears in strategic places throughout your workspace)
2. Custom domain setup
Located at: "Domain" in the sidebar. Make your Cloudbrand workspace look completely professional with your own domain:
Click "Add Domain" in the domain section
In the popup, enter your domain or subdomain (example: files.youragency.com)
Follow the provided DNS setup instructions
Once DNS is configured, your custom domain and email will automatically connect to Cloudbrand
You're all set! Your workspace now uses your professional domain
Team management
Located at: "Team" in the sidebar. Build and manage your team:
Add team members by inviting them to your workspace
Create custom roles with specific permissions
Manage access levels for different team members
Pro tips for setup
For branding:
Choose a square logo for best display across all areas
Pick an accent color that matches your brand guidelines
Make sure your contact link leads to your most relevant page
For domain setup:
Using a subdomain like 'files.youragency.com' often works best
Keep the DNS instructions handy until verification is complete
Test your custom domain after setup
For team management:
Start with essential team members first
Create roles based on common responsibilities
Review permissions periodically
Next steps
After setting up these basics:
Try sharing a test file to see your branding in action
Invite a team member to test permissions
Send yourself a test share link to see how it looks with your custom domain
Need help?
Chat with us using the chat widget in your dashboard
Email us at hello@cloudbrand.io
Check out our roadmap and suggest features at https://feedback.cloudbrand.io/
Remember, we're constantly adding new features to Cloudbrand. Keep an eye on our roadmap for upcoming improvements!