Brand your reviews: logos, favicon & colors

Settings › General › Profile and 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 logos: one for light backgrounds and one for dark backgrounds. Each place your logo appears uses the version made for its background, and if you upload only one, that one is used everywhere.
• 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 sales managers. It is workspace identity (the logo, colors, and email footer every partner sees), so it sits with the people responsible for the workspace rather than with everyone in sales. Everyone else sees the branding applied but can't change it. (Account executives could edit it until August 2026; that was tightened.)

1. 1
   Open Settings › General › Profile and branding

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

   Put your full-color (or dark) logo under For light backgrounds and your white (or light) version under For dark backgrounds. Each slot's preview is painted in its background, the dark one in your header color, so you see how the logo reads there before you save. A clean logo with a transparent background works best, and it should read at print size on the SBR cover. Have only one version? Upload it in the slot that matches and Current uses it everywhere.
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.

A white logo that looks sharp on a colored email header disappears on a white email signature, and a dark logo does the opposite. So Settings › General › Profile and branding holds two logos, and every place your logo appears picks the version made for its background:

• For light backgrounds: email signatures, the booking page and its confirmation and reminder emails, the printed Strategic Business Review cover, commission statements, and the partner portal header.
• For dark backgrounds: the colored header band on campaign emails, invites, partner notifications, project digests and scheduled report emails, Live mode, and the review pack's brand band.

If you upload only one logo, it is used in both places. An empty slot says "Using your other logo for now" so that is never a surprise. When you pick a file, Current checks whether it is mostly light or mostly dark. If it clearly belongs in the other slot, a note under the logos offers Move it there, or Keep it here if you know better. Swap trades the two logos in one click. Logo changes save with Save branding.

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 › General › Profile and 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 logos from Settings › General › Profile and branding, the dark-background one on the colored header and the light-background one in signatures and booking emails (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 › General › Profile and 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 both logos and your 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.