How to set up your agency profile

Settings → Profile holds the agency details ContentForge shows to your clients (on reports, your onboarding form, your prospect tool and the client portal), plus your own sign-in email, password and theme.

How to set up the agency details

1. Open Settings → Profile.
2. Under Agency Settings, fill in Company Name (required) and an optional Tagline.
3. Under Agency Logo, click Upload Logo (or Change Logo). The logo saves as soon as it uploads, and the empty space around it is trimmed so it fills its box. About 300 × 300 px works best.
4. Set your Primary Brand Color and Secondary Brand Color.
5. Under Contact Information add Contact Email, Contact Phone and Contact Website. "This is the information that will appear on your generated reports."
6. Click Save Settings. You see "Settings saved successfully!"

Your agency name, logo and colors are also the first step of Setup with Zeus after signing up. See Getting started with ContentForge.

The settings explained

Agency Settings

• Company Name: your agency's name. Shown on reports, the onboarding form, the prospect tool and the portal.
• Tagline: a short line under your name on the prospect tool.
• Agency Logo: your main logo for light backgrounds. PNG, JPG, WebP or SVG, up to 2 MB.
• Primary Brand Color and Secondary Brand Color: your two brand colors.

Contact Information

• Contact Email: shown on reports and in the client portal. It's also where ContentForge emails you when a client submits your onboarding form.
• Contact Phone: shown on reports and in the client portal.
• Contact Website: shown on reports.

Appearance

• Light Mode ("Clean, bright interface") or Dark Mode ("Easy on the eyes"). This is just for you. The same switch is at the bottom of the sidebar.

Account Security

This part is about you, not the agency. It shows your current email.

• New Email Address: enter it and click Update Email. A confirmation link goes to both your current and your new address. Click both to finish the change. When it's done, both addresses get an email saying your sign-in email was changed.
• Not confirmed yet? Under Current email you see "Confirm your email — we sent a link to …" with Resend confirmation link. Until it's confirmed, Update Email fixes the address instead (for a typo at sign-up): your sign-in email changes right away and the confirmation link goes to the new address. You see "Your sign-in email is now … We sent a confirmation link there." Once you click it you see "Your email is confirmed."
• Password: enter New Password and Confirm New Password (at least 10 characters, with a letter and a number, and not your email address), then click Update Password. You see "Password updated. We've emailed you a confirmation."

If you get one of these emails and didn't make the change, see Account security emails. Forgot your password? See Signing in and passwords.

Profile vs Branding

The logo and colors on Profile are the same ones as on Settings → Branding:

• Profile's Agency Logo is Branding's Main logo.
• Profile's Primary Brand Color is Branding's Main color (top bar, side rail and buttons; pick a dark color, white text sits on it).
• Profile's Secondary Brand Color is Branding's Accent color (highlights and focus rings; a lighter color).

Change one and the other changes too. Branding has more: a Logo for dark backgrounds, the site builder name, favicon, sharing image and client domain. Showing your brand in the portal and site editor (white-label) comes with Growth and Agency. See White-label branding.

Examples

• New agency: upload your logo, set the two colors from your brand guide, add your office email and phone, then click Save Settings so the next monthly report carries your details.
• New office number: change Contact Phone and save. Reports and the portal show it from then on.
• You changed your work email: use Update Email, then click the links in both inboxes.

Limits and what it can't do

• Logo: PNG, JPG, WebP or SVG, up to 2 MB. SVGs with scripts or links are refused.
• Profile has one logo. The dark-background logo is on Settings → Branding.
• You can't transfer agency ownership or delete the agency here. Contact support.
• Changing your sign-in email needs both confirmation links clicked.

Who can use it

• Agency details and logo: the Owner or an Admin.
• Account Security and Appearance: everyone, for their own login.

Troubleshooting

• "Please upload an image file": the file isn't an image. Use PNG, JPG, WebP or SVG.
• "Image size must be less than 2MB": make the file smaller, for example save it as a PNG at 600 px wide.
• "Use PNG, JPG, JPEG, WEBP, SVG" or "This SVG contains scripts or links — export it again without them, or use a PNG": the format isn't accepted. Export a plain PNG.
• "Only the agency owner or an admin can change these settings": Members can't save agency details. Ask your Owner or an Admin.
• "Failed to save settings": try again. Check Company Name isn't empty.
• "That's already your sign-in email.": you entered your current address.
• "Choose a password you haven't used here before.": pick a password you haven't used on this account.
• "Passwords do not match": type the same password in both boxes.
• My logo looks different on the dashboard in Dark Mode: Dark Mode uses the Logo for dark backgrounds from Settings → Branding. Upload a light version there.