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Branding sets the one brand color Arcus uses to present your company to customers. Use it when you set up a new entity or refresh your brand, and review a sample document afterward.

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Before You Start

  • You need the settings.view permission to open the page.
  • You need settings.edit to save. The Save button is shown to every role that can open the page, but the server refuses the save for a role without settings.edit, and the page shows a “Failed to save” message.
  • The icon and logo are uploaded on Business Profile, not here.

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Open Branding

  1. In the deck, open Settings.
  2. Under Company, choose Branding.
The breadcrumb reads Settings > Company > Branding.
Branding page with a Primary Color picker, a hex value field and Save button, Primary Button and Outline Button previews, and a Brand Preview showing the icon and logo

Branding holds the primary color, a live button preview, and a preview of the icon and logo set on Business Profile.

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Set The Brand Color

  1. Pick a color with the color swatch, or type a six-digit hex value such as #1F4E79 in the field beside it.
  2. Check the Preview: a filled Primary Button and an Outline Button redraw in the color as you change it.
  3. Click Save.
Arcus confirms with “Saved”. An entity that has never saved a color starts from the Arcus default blue.
Use a full six-digit hex value. Documents use the color only when it is a six-digit hex value; anything else falls back to the default accent.

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Brand Preview

When an icon or logo has been uploaded on Business Profile, Brand Preview shows them side by side so you can check how they look together with the color. When neither is set, the preview is hidden. To add or replace either image, go to Settings > Company > Business Profile.

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What Changes Elsewhere

  • PDF documents: the brand color is the accent on the PDFs Arcus generates, such as quotes, orders, invoices, returns, refund receipts, and credit memos.
  • Shared customer links: pages a customer opens from a shared quote or invoice link use your brand color and logo.
  • Your own records do not change: saving a new color does not alter any order, invoice, or accounting record. Documents you generate after the save carry the new color.
  • Other open sessions: when another admin saves a new color, your page refreshes to show it.

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Common Scenarios

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The PDF still shows the old color

Generate the document again after saving. A PDF that was already downloaded or emailed keeps the color it was created with.

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The save fails

“Failed to save” followed by a reason means the change did not apply. The most common reason is a role without settings.edit. Ask an owner or admin to make the change or to grant the permission.

Business Profile

Upload the icon and logo, and set the company name and ship-from address.

Documents and Email

Set the terms and footers that print on customer documents.

Customer Portal Settings

Control the portal your customers sign in to.

Company Setup

Review Business Profile, Branding, and Locations together when setting up an entity.