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Brand content & integrations

These brand sections control what facility users can edit, what the brand's display screens show while they start up, the banners on the main dashboard, the brand's partner connections and its workflow templates. Each applies to every facility under the brand, so a café brand, a chain of stores or a group of gyms can keep its facilities consistent.

Quick reference

Where to find it: Settings (cog icon) → Organisation Settings → Brands & Customisation → a brand → Facility editing, Display screens, Dashboard banners, Partner integrations or Workflow templates

Who can access: Organisation admins

Purpose: Set the content and connections shared by every facility under a brand

A section shows only when your organisation has a module that uses it.

Facility editing

Facility editing, in the Website & directory group, sets "What facilities can edit": "Choose which settings facility users can edit for their facility. Applies to every facility under this brand."

  • Settings for shows which facilities the list applies to. Global defaults means "Every facility under this brand, unless its country has an override."
  • Each setting has a switch. For example, Facility Location ("Address and map location.") decides whether facility users can change their facility's address in Facility & System Configuration.

The Facility editing section with Settings for: Global defaults and a list of facility settings such as Facility LocationThe Facility editing section with Settings for: Global defaults and a list of facility settings such as Facility Location

Figure 1: Facility editing: what facility users can edit under this brand

Display screens

Boot screen: "What screens show while they start up or reload. Applies to every facility and region in this brand."

  1. Upload an image for Landscape screens, Portrait screens or both: "PNG, JPEG or WebP up to 10 MB. A logo on a transparent background works best."
  2. Click Save boot screen.

"Screens pick up a new boot screen within 30 minutes, or the next time they start." Until you upload one, screens show the Performance Hub default. See Display Screens.

The Display screens section with landscape and portrait boot screen uploads and Save boot screenThe Display screens section with landscape and portrait boot screen uploads and Save boot screen

Figure 2: The brand's boot screen for display screens

Dashboard banners

"Messages on the main dashboard for users under this brand. Each banner can run for a date range or until you turn it off, target the whole brand, regions or facilities, and open a popup." Click Add Banner to add one, for example a reminder about a public holiday closure or a new opening.

Partner integrations

Partner integrations lists the brand's connections to partner systems.

Workflow templates

Workflow Templates holds "Templates every facility of this brand can start a workflow from." Click Create template to add one. Use Search, Sort and Category to find a template. A brand with no templates shows "No templates for this brand yet."

The Workflow Templates section of a brand, with Create template, the Search, Sort and Category controls, and No templates for this brand yetThe Workflow Templates section of a brand, with Create template, the Search, Sort and Category controls, and No templates for this brand yet

Figure 3: A brand's workflow templates