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Setting Branding

Learn how to set branding at all levels

Kate Gubbins avatar
Written by Kate Gubbins
Updated over 3 years ago

Branding within Tama utlises a hierarchical structure whereby, when a notification or Info Request is sent, the solution:

  • First uses the branding set for the user/person

  • If no branding is set set for the user, their entity/company branding is used

  • If no branding is set for the entity/company, the channel owner's branding is used

1. Set branding for a Person

Branding options for a person include:

  • Email header - The uploaded image will be used in email alerts where a brand image is required in the email header

  • Email footer - The uploaded image will be used in email alerts where a brand image is required in the email footer

  • Info request - The uploaded image will be used for all info requests sent by the specific user within the channel

To add or update images:

  1. Navigate to the user for whom you want to update

  2. Expand the 'Preferences and emergency contact' section

  3. Choose the logo you wish to update

  4. Click on the blank or existing image to upload

  5. Make sure to save the page when you're done

2. Set branding for an Entity

Branding options for an entity include:

  • Email header - The uploaded image will be used in email alerts where a brand image is required in the email header

  • Email footer - The uploaded image will be used in email alerts where a brand image is required in the email footer

  • Info request - The uploaded image will be used for all info requests sent by the specific user within the channel

To add or update images:

  1. Navigate to the user for whom you want to update

  2. Expand the 'Preferences and emergency contact' section

  3. Choose the logo you wish to update

  4. Click on the blank or existing image to upload

  5. Make sure to save the page when you're done

3. Set branding for the Channel Owner

Branding options for a channel owner include:

  • Security functions - Sets the brand image for all log-in screens

  • Application page - Sets the brand image seen at the top of all screens after logging in to Tama

  • Email header - The uploaded image will be used in email alerts where a brand image is required in the email header

  • Email footer - The uploaded image will be used in email alerts where a brand image is required in the email footer

  • Info request - Currently not is use

To add or update images:

  1. Navigate to the Account; then

  2. Profile

  3. Expand the Brand Images section

  4. Choose the image type you want to upload from the drop down

  5. Click on the brand image or upload area to upload an image

  6. Make sure to save the page when you're done

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