Setup > Branding

Modified on Fri, 15 Dec 2023 at 11:13 AM

The Branding page allows you to control the look and feel of certain aspects of Martus. This page includes three tabs:

  • Logo - Add a Logo that can be utilized in ReportBuilder
  • Close Month Email - Allows customization of the Last Closed Month email
  • Invitation Email - Allows customization of the New User Email


Adding a Logo for ReportBuilder:

  1. Go to Setup > Branding
  2. Navigate to the "Logo" tab
  3. Click on "Choose file" to find the appropriate file
  4. Click on "Upload Client Logo"
    For more information on ReportBuilder formatting, click here.



Customizing the Close Month Email:

  1. Go to Setup > Branding 
  2. Navigate to the "Close Month Email" tab
  3. Fill out the form as desired
  4. The email above will appear as follows when delivered:

    For more information on the Last Closed Month, click here.


Customizing the Invitation Email:

  1. Go to Setup > Branding 
  2. Navigate to the "Invitation Email" tab
  3. Fill out the form as desired
  4. The email above will appear as follows when delivered:

    For more information on adding Users, click here.



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