Account Setup & White-Labeling

How to Configure Your Brand Identity

LedgeSpace is built to be entirely invisible to the end-client. You can customize the platform so that your agency maintains full brand equity.

1. Upload Your Custom Logo: Navigate to Settings > Brand Identity and upload your agency's logo. This logo will appear on all web dashboards and PDF reports.
2. Set Brand Colors: In the same section, configure your primary and accent hex colors. These colors will permeate all web dashboards, PDFs, and automated emails.

How to Set Up Custom Email (BYO-SMTP)

Agencies are not forced to send reports from a generic LedgeSpace domain. You can route all automated communications through your own authorized mail servers.

1. Go to Settings > Email Infrastructure.
2. Select Custom SMTP Integration.
3. Input your smtpHost, smtpPort, smtpUser, and smtpPass.
4. Save your settings, then send a report to a test client using your own email address to confirm it arrives.

How to Customize Senders

To ensure clients recognize the emails:

1. Under Email Infrastructure, find Sender Customization.
2. Define a custom fromName (e.g., "Acme Agency Support").
3. Set your replyToEmail (e.g., "reports@acmeagency.com").

How Automated Workflows Function

The platform manages a comprehensive lifecycle of automated notifications:

• Welcome Email: Dispatched instantly to agency users upon subscription activation.
• Anomaly Alerts: Dashboard and email alerts triggered by RUSHA AI when data deviations occur.
• Report Delivery: Automated emails containing the web link and PDF attachment, sent to primary client contacts and designated CCs.
• Follow-Up Sequences: Templates (such as "Quick check-in on your latest [AgencyName] report") engineered to boost client pulse metrics.