When creating a workspace you can (and should) include the logo of your prospect or client to further customize their workspace. There's no need to request a logo from the prospect or client, as you can easily grab one from their website or Google to include. See instructions below for finding and adding a logo to your workspace.

Step-by-Step Guide

If you do not already have a copy of the client or prospect's logo:

  1. Google the name of your prospect and click on the Image option
  2. Locate the logo that you are looking for and click on it to open a preview on the right hand side of the screen

  3. Right click on the image that shows in the preview and click "Save Image As"
  4. Save the image on your computer, and then go back to the ProteusEngage platform

Adding the Logo to the Workspace

To add to an already created workspace:

  1. Go to the Details & Analytics page of the workspace and then scroll down to the Workspace Information area and click Edit
  2. Scroll to the Client Logo area and click on the Change button

  3. This will bring up a pop up that allows you to add the logo by clicking on Change the Image and choosing the file from your computer

  4. Adjust the logo to fit within the red border box by using the arrows to expand or contract the sides, anything outside of the red border area (like that highlighted below) will be automatically cropped when you click the crop and upload button

  5. After clicking the Crop and Upload button, scroll to the bottom of the Add Workspace screen and click Submit to finalize

  6. The logo will show up in the upper left hand corner of the workspace, like in the highlighted box below

To add to a brand new workspace:

  1.  Follow the instructions found here to add a workspace
  2. Then refer back to the above instructions starting with step 2 to add the logo

If you have any further questions, please reach out to your Client Success Manager or email engage@proteus.co for assistance.