Getting Started
Target Role: Owner
Updated Oct 28, 2026 • 4 min read
How to Configure Agency Profile and Branding
Customize your agency brand colors, upload high-resolution vector logos, set favicons, and configure portal appearance.
Overview
CRDPay allows agency owners to transform the default interface into a bespoke, branded portal that reflects your agency design identity.
Step-by-Step Instructions
- Navigate to Workspace Settings → Branding & Appearance.
- Upload Your Agency Logo: Provide a transparent SVG or PNG logo (recommended dimensions: 240x60px).
- Set Brand Accent Colors: Select your Primary Brand Color and Secondary Accent using the hex color picker. These colors dynamically style navigation buttons, progress rings, and active tags.
- Configure Favicon: Upload a 32x32px PNG favicon.
- Click Save Changes to apply your custom brand system immediately across all client and team screens.
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How to Create Your First Workspace
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How to Create and Structure Client Projects