Learn more about branding features in Bocada Cloud
If you are subscribed to the Pro or Ultimate plan, you have the option to use your branding on a few different features, including automatically placing your logo on exported and distributed reports, or adding your company's domain as the sub-domain in the Bocada Cloud URL.
Logo on Exported and Distributed Reports
You can upload your logo into Bocada Cloud and it will automatically appear on reports that are exported to Excel or HTML. This includes reports that are configured to be automatically distributed as an attachment to an email.
Instructions:
1 - Log into Bocada Cloud.
2 - Navigate to the Administration section on the left navigation menu and select Branding.
3 - The first tab is called Your Logo. Give the logo a name.
4 - Upload the file. Logo requirements include:
- Supported formats: .jpeg, .png, .svg
- No more than 2MB in size
- c. No larger than 800x600 pixels
After your logo is uploaded, it will automatically appear on reports that are exported to Excel or HTML format, as well as reports that are distributed as attachments via email. They will look something like this:
Exported / Distributed report in Excel:
Exported / Distributed report in HTML:
Custom sub-domain in Bocada Cloud URL
You can use your domain as a sub-domain in the Bocada Cloud URL to log into the application. That way, users added to your Bocada Cloud account can login using this custom URL which includes your organization's domain name. Users can continue to use the default Bocada Cloud URL to login if they choose.
Example: If your domain is "Acme.com," the custom URL will be: https://acme.bocada.com
Note: your domain is derived from the email address of the user who established the Bocada Cloud account. If the first user who signed up for Bocada Cloud had an email address of "john.doe@acme.com" then "acme.com" is the domain associated with the Bocada Cloud account.
Instructions:
1 - Log into Bocada Cloud.
2 - Navigate to the Administration section on the left navigation menu and select Branding.
3 - Click the second tab called Custom URL.
4 - Click the toggle button to enable the custom URL that includes your domain as the sub-domain in the Bocada Cloud web address.
5 - Click the Save button.
6 - Now, any of the users you have added to your Bocada Cloud account can use the custom URL as their Bocada Cloud login page.
If you have questions or issues using the branding features after trying these steps, create a Support Ticket in Bocada Cloud, or contact us.