The CMS section lets you customize the platform's branding and injected content — logos, wordmarks, footer text, legal links, and analytics/head HTML. These settings apply across the app. This guide covers the CMS.
💡 Tip — Who can use this For platform admins, under CMS.
Quick reference
| Step | Action |
|---|---|
| 1 | Set branding, footer, and links |
Step 1 — Configure branding and content
Go to CMS. You can manage:
- Branding — upload a Logo Mark (replaces the default icon in the sidebar, login, and PDF covers), a Favicon, and set the Wordmark and Sub-mark text.
- Footer Disclaimer — the text shown in the footer (supports
{{terms_link}}and{{privacy_link}}placeholders). - Legal Links — Terms of Use URL and Privacy Policy URL.
- Help & Analytics — the Help URL (the sidebar/profile Help link; hides
if empty), Custom Head HTML (injected into every page's
<head>for analytics/meta tags), and Custom Body HTML (injected before</body>for chat widgets or tracking pixels).
Click Save Content to persist all settings.
📝 Note — Brand assets are stored securely Logo and favicon uploads go to the platform's brand-assets storage and are referenced by URL. Removing a logo reverts to the default icon.
⚠️ Warning — Custom HTML is powerful The Custom Head and Body HTML fields inject raw HTML on every page. Use them carefully — a syntax error or malicious snippet there affects the entire app. Only inject trusted, verified code (analytics scripts, chat widgets).