User Level Upload Page Branding
Design Theme and Logo: Each user’s upload page automatically receives the organization level design theme template, colors, and business logo (as explained here). Users cannot over-ride this for individual user pages.
Name and Contact Information: Each user level upload page also gets the same contact information (address, phone, fax) as the organization. The name defaults to what the organization has set for the user.
The individual user may change their contact information (address, phone, and fax) if needed, such as, if they are located at a branch office.
The individual user may also update their name and photo if desired.
To update these settings, first log into your Encyro account and click Settings. Then, click “Brand, Upload Page.” If on a mobile device, you will need to close the settings menu by clicking the “X” in the top right.
Name
To set your name,
- Find the heading “Name.”
- Under “Your Name” enter your desired first and last name.
- Click Save.
Address, Phone, Fax
The settings to change the user level address, phone, and fax are available just below the name and may be changed similarly.
Photo
Each user may upload their individual photo. Uploading a photo typically helps connect better with clients.
The photo must be uploaded by each user (a user with brand manager permissions cannot upload photos for other users).
To upload your photo:
- Find the heading “Photo” (just below the area to enter contact information).
- Click the Upload button. You will be prompted to select a photo image file.
- While no particular size is required, a square photo is recommended. These appear better than landscape orientation photos on your folder in your contacts’ views.
- Your organization may have recommendations or requirements regarding your photograph, such as to use professional portraits, casual field photos, office pictures, or no photos.
- Most image file formats are supported. JPEG/JPG format is recommended.
- Once you select a photo, it will be automatically uploaded. You will see a preview in the photo area. You may use the Upload button again to change your photo or the Delete button to remove it.
Related articles
-
Organization and User Upload Page Web Addresses
When you create an organization (add one or more users to your Pro account), you get an additional upload page for the organization, besides an upload page...
-
Upload Page Branding (Organization)
A user with brand manager permissions can set the brand elements (logo, organization contact information, upload page design theme and colors) for the orga...
-
What can I customize on my upload page?
You can customize the following elements for your upload page: Upload page web address (URL) Your name Your business name Address Phone Fax Whether to disp...
-
How do I add my staff to my Encyro account?
An Encyro Pro member can add additional users (employees, team-mates, practice partners, staff) at any time after purchasing their own membership. Once you...
-
Some folders show a photo: how can I show mine?
If you are using the Encyro Pro membership (including trial membership), you may upload your photo. To upload your photo, log in and select Settings from th...
-
Set My Upload Page Address
The only thing you must set up to activate your upload page is your upload page web address, also known as your upload page URL. All the remaining settings...
-
User Permissions (Roles)
The organization settings can be managed by one or more users. You may also assign specific permissions, for different areas of the organization settings p...