Access Your General Admin Settings
Clicking "Settings" from the left-hand navigation menu will bring you to the Admin Settings page. From here, you can configure a number of elements of your account.
Customize Your System
Here you can set your logo image, favicon (the small 1 x 1 representation of your company), and the color scheme for your account. Your logo and theme will display throughout the platform including the main navigation, invoices, email notifications, and within projects for all users.
To start, click "Upload" under the "Your Company Logo" section.
This upload modal will show up anytime a customer, employee, or admin is prompted to upload a file. As you can see, it allows you to upload files from a variety of sources besides your local computer by clicking any of the options along the left side.
The default image upload option allows for a number of basic image file types, including those with transparent elements such as PNG. Once you've uploaded or selected your image, you can crop it for display.
You can select multiple aspect ratios for your logo to be cropped into, however, we recommend that your logo be in 2:1 aspect ratio, no smaller than 100 x 50. You may find it easier to simply design your logo to be the aspect ratio you want so that you don't risk clipping off a piece of the logo when you crop it. Also, keep in mind when designing your logo that in most situations it'll be on a white background, so light-colored letters with nothing behind them aren't going to show up very well.
Click "Done" when you're ready and you'll see your logo at the top-left corner. Now do the same for your favicon, and you'll see that appear next to the page title on your browser's window or tab.
Right under the logo section, you will find the color theme setting. Your chosen theme will display for all users and will change the left sidebar, buttons, links, and content boxes.
There are a few color schemes which MakerOS provides, but if none of these even come close to your branding submit a support ticket and we'll see what we can do to accommodate you.
Business and Account Contact Information
Right below the branding and theme customization options, you will find the Contact Information and Business Information sections.
On the page above, you'll re-confirm the primary contact email address as well as enter your legal business name, contact phone number, and a one-sentence business description. The legal business name and one-sentence business description will be used in the Client-Provider Service Agreement (which is under "Exhibit A" on the Terms page. Entering your full business name, complete with "LLC", "INC", etc. is important, as it'll be filled into the document protecting both your customers and yourselves. For the one sentence business description, make sure to word it as if you were finishing the sentence, "My company is..."
You can also set the primary contact phone number. Primary contact phone number. This will also be the number that will be forwarded to when your registered VoIP number is dialed. Set up the VoIP Phone integration.