Help · Settings · Supervisors and above

Your name, logo and colors

The product name, short name, logo and colors print on the pages and the documents; the organization's legal name prints on the manual and every record.

All help topics

Steps

  1. Open Admin, Developer, Branding. In the app: /developer/branding
  2. Set the product name, the short name for the browser tab, the organization's legal name, the logo (PNG, at least 600 pixels wide) and the colors.
  3. On a hosted instance these can also be changed by a change request; the 30 day rule applies to changes True North makes, not to ones you make here.

Also in Settings

  • Set up email from your own domain Password resets, approval notices and the weekly digest are sent from the mail server you enter, so they come from your domain.
  • Security settings and the event log Require two-step by role, see failed sign ins and lockouts, review who can sign, and read the security event log.
  • Backups, health and the Operations page Hosted instances take a verified daily backup with an off-site copy; the Operations page shows the last one, the disk, the database check and the warnings.
  • Change your plan The Plan page shows what you pay for and what you use. An upgrade, another station or the library add-on takes effect within a minute; a lower plan waits for the renewal date.

Inside the product the same answer is one click away: the compass button in the corner of every page (Compass, or whatever your shop named it) finds this article and opens the page it names. Still stuck? Write to support; business days, one business day to answer.