Logo Management

Summary: This article will explain how to upload and manage your management company and association's logos for use on reports.

Logo Management

The page can be accessed via Settings > Logo Management.
Note: Only users with the Settings > Roles > Settings section > Logo Management > View permission can access the page. Additional individual permissions are available that control Add, Update, and Delete functionality.

Existing logos that have been uploaded can be viewed by clicking on the green paperclip icon in the Logo column. The image file will open in a separate browser window.

Adding a Logo

1. Click the +New Logo button to open the New Logo form:
   All fields are required to create a new logo.
2. Type: Select between Default, Company, or Association.
   1. Default will apply the logo to all associations/companies unless overwritten by configuring logos for individual associations.
3. Company/Association: This field will update based on the Type. Select which Company/Association will use the logo.
4. Logo Type: The only available option at this time is Statement. The logo will appear on three-column homeowner statements.
5. Description: Enter a description for the association/company's logo.
6. Upload: Upload the logo image file. Files greater than 5 MB cannot be uploaded. Supported image types are: .bmp, .tif, .tiff, .gif, .jpeg, .jpg, .png
   1. Note: Only one image file can be uploaded at a time.
7. Click Save to complete.

Where will the image be displayed?

At this time, any configured logo will only appear on three-column homeowner statements:

Want to include a QR Code with a link to your Portal?

You can add a QR Code right next to the logo that will link directly to the homeowner portal by enabling a single setting.

1. Go to Association > Settings > Statements and set the Include QR Code setting to Yes.