Set Up Your Company Profile and Branding

Modified on Sun, 27 Sep at 1:06 AM

Your Crew and clients should see your agency, not a generic system. Add your details and logos once, and they show up across NextCrew.

Summary

Go to Settings › Company Profile. The Overview tab holds your main address, your website (Client Home Page), date and time formats, an About Us description and your SOP. The Appearance tab holds your logos, favicon, background image and sign-up page look.

How to do it

  1. Go to Settings › Company Profile.
  2. On Overview, click Edit next to General Information and fill in your details.
  3. Set Date Format and Time Format the way your team reads dates.
  4. Add your About Us text and SOP.
  5. Open Appearance and upload your Small Logo, Mini Logo and Favicon.

That's your company set up. Read on for what each part is for.


What's on the Overview tab

SettingWhat it does
Main AddressYour head office address.
Client Home PageYour website.
Date Format and Time FormatHow dates and times show across NextCrew.
About UsA short description of your agency.
SOPYour standard operating procedures, in one place for your team.
AttachmentsFiles you want kept with your company record, such as policies.

The Notes tab holds notes about your company, such as decisions and reminders for the team.


What's on the Appearance tab

SettingWhat it does
Small Logo and Mini LogoYour logo at two sizes, for different places in NextCrew.
FaviconThe small icon in the browser tab.
Background ImageThe image behind the sign-in screen.
Register PageThe look of the page where Crew sign up.

Other ways people ask this

  • How do I add our logo?
  • How do I change the date format?
  • Where do I put our company address?
  • How do I brand NextCrew?

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