Brand your reviews: logo, favicon & colors

Settings → Branding is where your workspace's look lives: a logo and two brand colors. Set it once and Current builds the rest for you — a full, readable palette derived from your two colors — and applies it wherever your brand should show: the Strategic Business Review (the branded cover, the pack's PDF, and Live mode), the partner portal, and the emails Current sends on your behalf — campaigns, booking confirmations and reminders, partner project digests, invites, and partner notifications.

• ＋Your logo — it lands on the SBR cover in place of your workspace name.
• ＋Your favicon — your firm's small square mark. Upload a square PNG, SVG, or ICO and it shows beside your workspace name in the top bar and on the Strategic Business Review cover; leave it blank and the spots simply stay clean. (The browser tab always keeps Current's own icon.)
• ＋Two brand colors — a primary and an accent. Current derives everything else (text tints, backgrounds, borders, chart colors) from these two, so the whole pack reads as one designed thing rather than two clashing swatches.
• ＋A readable palette — the derived colors are checked for contrast so text stays legible on every page, in both the PDF and on screen.

Branding is editable by tenant admins and by account executives and sales leadership — the people who actually present reviews. That's a deliberate choice: the seller in the room shouldn't have to file a ticket to fix a logo before a QBR. Everyone else sees the branding applied but can't change it.

1. 1
   Open Settings → Branding

   You'll see the logo slot, two color pickers, and a live preview of the derived palette.
2. 2
   Upload your logo

   Use a clean logo with a transparent background if you have one — it sits on the SBR cover, so it should read at print size. The moment you pick a file it previews in place, before you save, so you can see how it lands before committing.
3. 3
   Upload your favicon (optional)

   Your firm's small square mark. A square PNG, SVG, or ICO works best. It saves on its own the moment you pick it — no separate Save needed — and appears beside your workspace name in the top bar and on the review cover. The browser tab always keeps Current's own icon.
4. 4
   Pick your two colors

   A primary and an accent. Type a hex value or use the picker. The preview updates as you go, so you can see the derived palette before you save.
5. 5
   Save

   The next review you build — and every existing pack you rebuild or refresh — picks up the new branding. It applies to both the PDF and Live mode.

Brand colors are chosen for logos, not for pages of text — a neon on white or a near-black-on-black pairing looks fine on a business card and unreadable in a document. So when a pick would make text hard to read, Current nudges it: it adjusts the color just enough to clear a legibility bar and leaves a short note telling you it did, and why. Your brand still reads as your brand; it just won't ship a page a client has to squint at.

Branding applies to the Strategic Business Review — the cover (your logo beside the partner's), the printed PDF, and Live mode — to the partner portal header, which wears your logo and a slim band in your primary color, and to the emails Current sends on your behalf (covered in full below). Staff-facing system email keeps Current's default look. It is all driven by the same Settings → Branding values — nothing separate to set up, and a workspace with no branding set simply keeps the default look everywhere.

The emails your partners and prospects receive from your workspace are branded as yours, not Current's. They use your logo from Settings → Branding (falling back to your favicon if no logo is set) and your brand colors on the header, the buttons, and the links — so a campaign or a booking confirmation looks like it came from your firm, because it did. This covers:

• ＋Campaign emails
• ＋Booking confirmations and reminders
• ＋Partner project digests
• ＋Invites
• ＋Partner notifications

Branding isn't only a logo and two colors. The same Settings → Branding page has a Your story section — the handful of things that make a Strategic Business Review sound like your firm instead of a template. Fill it in once, and every review you build weaves it in automatically.

• ＋Tagline — the one line that sits under your name on the cover.
• ＋Founding story — a short paragraph on who you are and how long you've been at it, for the "how we work" band.
• ＋Core values — up to five, in your own words.
• ＋Three uniques — the three things that set your firm apart, each a label and a line, surfaced on the AI page.
• ＋Certifications — the credentials worth showing a client, like a SOC 2 or a compliance attestation.
• ＋Backup methodology — how your team actually verifies a backup is good; this is the blurb that opens the backup chapter's trust story in the review.
• ＋Response anchor and meeting cadence — your headline response time and how often you meet clients, so the pack states them in your terms.
• ＋Sign-off — the closing line, from your account manager, that ends the review.

Current drops these into the pack where they read best: the tagline on the cover, the founding story and values in a "how we work" band, the three uniques on the AI page, the backup methodology at the top of the backup chapter, and the sign-off on the closing team page — in the printed PDF and on the matching Live slides. The AI that drafts a review is handed your story too, so when it writes it can reference your values and uniques by name instead of inventing generic ones.

Changed your mind, or inherited someone else's experiment? Reset to defaults clears your logo and colors and puts the pack back to Current's neutral house style. It's non-destructive — you can set your branding again at any time, and it only affects how things look, never the content of a review.