Profile

Manage Your Account, Subscription, and Branding

Purpose

The Profile tab centralizes all account-level information — including your plan status, access level, and white-label branding.
From here, you can manage your subscription type, enterprise permissions, and custom branding for client reports.

It’s designed to keep your workspace professional and aligned with your organization’s identity, especially for agencies managing multiple clients.

When to Use It

Use Profile when you want to:

Review or confirm your current subscription tier.
Configure your company’s white-label branding for client reports.
Upload a logo and business name that appear automatically on exported deliverables.
Verify that your account has full enterprise access for multi-client management.

Interface Overview

Section	Description
Current Plan	Displays your subscription tier and access status (e.g., Enterprise (Legacy)).
Active Subscription Badge	Confirms access to all Growth Engine features.
Enterprise Access Badge	Indicates permissions for managing multiple client profiles and advanced modules.
Report Branding	Controls how your company’s name and logo appear on exported reports.
Company/Agency Name (Cover Page)	Text field for setting your brand name — appears prominently on all report cover pages.
Custom Logo (Headers)	Upload area for PNG or JPG files (up to 5MB). The uploaded logo appears in report headers after the cover page.
White-Label Benefits Summary	Lists the visual and professional benefits of branding your exports.

Outputs

Output	Description
Branded Reports	All exported reports (PDF, DOCX, etc.) automatically include your uploaded logo and company name.
Persistent Branding	Once configured, your branding applies to all report types and client deliverables.
Account Summary	Confirms whether your plan includes advanced privileges like custom CLMs, multi-client access, or direct billing.

Example Workflow

Navigate to Account → Profile.
Review your Current Plan to confirm access level.
Under Report Branding, enter your company name (e.g., Acme Marketing).
Upload your Custom Logo (PNG or JPG, up to 5MB).
Click Save Name to apply settings.
All reports you generate moving forward will feature your brand identity.

Best Practices

Keep your company name concise for professional display on reports.
Use a transparent PNG logo for optimal results on both light and dark report templates.
Update branding before exporting deliverables to maintain visual consistency.
Enterprise users should confirm multi-client access is active — it ensures client data stays properly segmented.