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. Click Test Connection to verify your mail server is successfully linked.

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.