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Overview

Step 1: Navigate to Settings on the right side of the dashboard.
Settings option in the right-side navigation of the dashboard
In the Settings tab, you can customise the following details.

General Info

General Info section with editable company sign-up details
Note: If an admin wishes to update the details entered during sign-up later, they can edit the information.

2. Branding Customization

Make the portal completely branded to your company’s brand guidelines. You can edit the following: Desktop Customization
  • Page Logo
  • Login page background
  • Favicon
  • Custom URLs
Desktop branding customization options for logo, background, and favicon
You can also change the entire theme, including the platform’s favicon.
Theme and favicon customization panel for the platform
Mobile App Customization: Click on Edit Mobile Branding. This allows for updating:
  • Splash Screen
  • Banner
  • Links
  • Theme Selection
Edit Mobile Branding screen with splash, banner, links, and theme options
Mobile app theme selection preview within branding settings

3. Rewards

You can set the reward option in three formats: Points, Score, and Badges.
  • Points: They are the incentive amounts the user receives for completing milestones in an IC plan.
Points reward configuration in the Rewards settings tab
  • Scores: Scores can be used to display the various KPIs to the user, which will enhance the user’s performance if he keeps looking at them.
Scores configuration for displaying KPIs to users
  • Badges: These badges can be custom-made as GIFs and uploaded for eligible users. When the user logs in to the app, they will be able to see their badge as of that day.
Badges configuration screen for uploading custom GIF badges

4. Activity Leaderboard

You can set reward criteria for different aspects to reward the users.
Activity Leaderboard settings for defining reward criteria

5. Repository

Add relevant documents that the reps can use.
Repository section to upload documents for sales reps
Need help? Reach out to your support team or cs@xoxoday.com.