Team & settings · Guide 23 of 37
Brand your portal
Set workspace identity, colors and fonts, and request focused photo changes without rebuilding the portal.
Before you start
- Sign in as the workspace owner or an admin. Read-only members cannot change workspace content.
- Prepare brand assets you are permitted to use. Logo upload is offered during new-workspace setup, not as a field in the current settings panel.
Step-by-step walkthrough
Step 1
Set identity during setup
For a new workspace, complete Company and Brand details and upload a logo when that step is shown. For an existing workspace, Portal settings allows you to change Agency name.
Step 2
Choose Brand color and Font
In Portal settings, select a color swatch or enter the custom brand color, then choose a font. These controls update the workspace independently of its layout.
Step 3
Adjust home imagery carefully
Use Ask AI for a specific photo change, and attach an image when appropriate. State the section you want changed and keep layout/content unchanged. Inspect Review changes before Apply.
Cloopp / Step 3: Adjust home imagery carefullyStep 3: Adjust home imagery carefullyActual Cloopp screen · Sample workspace Step 4
Inspect the result in the workspace
Close settings and check the company name, readable text and visible imagery. Avoid a brand color that makes primary controls hard to read. Revisit the settings if the choice is not suitable.
Practical example
Apply a consistent company palette
Use your actual primary brand color and a readable font. Change only those choices first; decide separately whether the current portal layout needs changing.
Common issues and fixes
- I cannot find a logo upload in Portal settings
- The current settings panel has no logo upload field. Do not reset a working workspace just to upload a logo; the setup logo control and AI image workflow are separate.
- The layout changed with an AI request
- Use the panel’s Undo last portal change immediately if needed, then retry with a narrower request that explicitly preserves the layout.
What success looks like
The workspace reflects your company identity without an unrequested structural redesign.
Still need help? Contact Cloopp support
Next guide: Add widgets and AI tools