Bold BI

Custom Branding a Dashboard App with Your Company Identity

Custom Branding a Dashboard App with Your Company Identity

Do you want to present your dashboard site in the Bold BI domain with your organization’s branding? The custom branding feature of Bold BI allows you to customize your dashboard site with your company name, as well as its header logo, favorite icon, email header logo, time zone, and date-time display formats. In this blog post, we will explore the custom branding and custom domain options available in Bold BI to show your dashboard site with your company identity.

What is custom branding and what are its benefits?

Custom branding an application lets you distribute it to your clients with the same functionality, but with different identity markers. Custom branding improves your relationships with your clients by providing a feeling of legitimacy. A company logo is a highly influential marketing factor that earns people’s trust by becoming associated with a company’s reputation for consistent and quality services. Since customers can easily recognize your logo, you can establish and promote your new applications easily in the market.

Custom branding in Bold BI

Let’s see how to rebrand your dashboard site in the Bold BI domain hosted in your own server, a private cloud under your control, or public cloud managed by the Bold BI team. Before you begin, make sure that you have the following assets with the preferred sizes.

AssetSize Preference
Organization nameN/A
Login screen logo200×40 pixels
Header logo40×40 pixels
Favicon40×40 pixels
Email logo200×40 pixels

In the Bold BI application, click Settings in the navigation bar on the left.

Navigation bar with Settings
Navigation bar with Settings

Now, the Site Settings page opens, like in the following image.

Site Settings page
Site Settings page

Configure the organization name, header logo, login page logo, favorite icon, email logo, time zone, and date-time format. Refer to this documentation for more detail about the custom rebranding options.

You can also hide the Powered by Syncfusion and copyright information in the footer through toggle options, highlighted in the following image.

Powered by and copyright information settings
Powered by and copyright information settings

Finally, click Save to refresh the changes in your application. There is one additional setting available for Bold BI Cloud users alone who prefer to make use of their own domain instead of Bold BI.

Setting up a custom domain

In the Site Settings page, find the Domain setting available in the Branding section, as highlighted in the following image.

Site Settings page with Domain setting
Site Settings page with Domain setting

This setting holds the application URL that, by default, is registered under the Bold BI domain during site registration in the beginning. You can set your own domain name instead of Bold BI through the Use custom domain option. Refer to this documentation page to learn about its prerequisites and how to set up your own custom domain name. Save the changes made once your domain has been registered successfully to reflect them in the logo, name, date-time format, etc.

Save custom branding and domain changes
Save custom branding and domain changes

You will then be redirected to your own domain to view your dashboards.

Frequently asked questions

Is the custom branding support available in all Bold BI versions?

Yes. Custom branding support is available in both Cloud and On-Premise versions. It is available as part of the enterprise features and supported by default for Business 50 and Enterprise plans. For other plans, these enterprise features can be unlocked by submitting a request to our client relations team from the application itself.

CAN I HOST MY DASHBOARDS IN MY OWN DOMAIN NAME?

Yes. You can set up a custom domain name and register the dashboard application with it. Refer to this documentation page for more detail.

What are the prerequisites to set up a custom domain?

  • You should own a domain from a DNS provider.
  • You should have a valid SSL Certificate to secure the custom domain name you are planning to set up.

To learn more about pricing plans, visit our pricing page.

Conclusion

We hope this blog post provided you needed information on custom branding and the custom domain options available in Bold BI to present your dashboard site with your organization identity. If you have any questions, please use the comments section available below. You can also contact us by submitting your questions on the Bold BI contact page or, if you already have an account, you can log in to submit your support question. Bold BI dashboards now come with a 15-day free trial with no credit card information required. We invite you to start a free trial and experience Bold BI for yourself.

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