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Update your Company Profile, Branding and Global Project Settings.

Show the world how awesome you are! Customize your Onboard experience! 😀

Your company settings is where you'll set your company information, global branding and establish project settings. Click Settings < Company Settings or click here to get started: Company Settings

Once in your Company Settings, check the following:

  • The first tab is 'Settings'.  Ensure your Company name is displayed as you want it displayed to your customers.  Next, enter your company website URL.
  • Underneath Company Settings you'll find 'Project Settings'.  If you'd like for Onboard to auto update the project status based on the below defined project statuses, click 'On' and establish your 'stalled' threshold.  Every organization has a different tolerance for when they would consider a project as 'Stalled', so we allow you to establish that threshold here.  Next, you can turn on or off the Gantt chart view within your project dashboard. Pro tip: If you do not utilize task due dates and estimated time fields, then you may want to disable the Gantt chart view.  The last two settings control the default Project tab view for the management portal and customer portal.  The defaults are 'Project Dashboard' and 'My Tasks' respectively but you can now choose which view will be the default view for all users.

Screenshot 2026-01-14 at 10.55.24 AM

  • Toggle to the 2nd tab, 'Address' and input your company address information.  
  • On the 3rd tab you'll find your Branding settings. If you're using Onboard with customers, this is where you can copy the URL that they will visit to see the Project that you invite them to.  Note that there is a link with instructions on how to establish a custom domain if you'd like to utilize your own sub-domain or custom URL.  
  • Next you'll want to upload your company logos.  It's important to upload both a square logo (which is used on mobile and other responsive views along with emails); and a horizontal logo which will be utilized when viewing the application on most computers/PC's.  Optimal size for square logo:  64x64, Max 3MB.  Ideal size 170x60, Max 3MB.
  • Set a background color that matches your branding for the customer portal background  color.  This will be used on the Customer Portal and throughout future features. You can also set background and button colors for system generated emails.  
    *Note: If you don't know your exact branding colors, you can use a Chrome plugin like "Color Picker" to grab the exact color codes from your website. 
  • Make sure to click "Save" and you're done. 

    Screenshot 2026-01-08 at 12.21.05 PM