How do I update my logo in Income InSight?

From the portal homepage, click on "update my logo" and then click on "use my logo."

The "Update My Logo" button in the customizations section on the portal homepage will take you to the account information update page. From here, you update your name, designations, firm name, phone numbers, address and website information. You can also enter your bio. If you make changes, be sure to hit "save" before uploading or removing your logo and photo.

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Scroll down to the bottom of this page and you can modify or remove your logo and photo.

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If you have uploaded a logo on the account information page, the "Use My Logo" button will appear. You must click this button to apply your logo to the portal branding and your client reports.

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Updating the Site Theme

From this page, you can also update the site theme. In the customizations module, select from the theme colors by clicking on the up and down arrows and navigating to the theme color you prefer.

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