Custom Branding

Custom branding lets you present Portal Audit reports in your agency’s look — or a specific client’s. Colors, fonts, and logos apply to the public audit report. HubCreate defaults are used until you set branding.

Resolution is client account → organization → HubCreate default. Set partner branding once for every audit, then override it per HubSpot account when a client should look different.

Partner branding

Partner branding is your organization brand. It is the default for every Portal Audit unless a client account has its own colors, font, or logo.

Where to set it

Open Settings → Organization. Two cards apply:

• Organization Information — paste the URL of the organization logo.
• Portal Audit Branding — primary color, secondary color, and font.

Options

• Primary color — audit header background, charts, and buttons.
• Secondary color — accents in charts and buttons. Both colors must be set for custom colors to apply.
• Font — Default (Inter / Lexend Deca), Inter, Lexend Deca, Source Sans 3, DM Sans, or Work Sans.
• Logo — shown as Prepared By on the audit header. If there is no logo, the organization name is used instead.

Clear a color field and save to remove custom colors and fall back to HubCreate defaults.

Where it shows

On every Portal Audit report that does not have client-level colors or font:

• Header gradient and contrast text
• Prepared By — your organization logo (or name)
• Charts, buttons, and report typography

Workflow Maps and other HubCreate screens do not use this branding.

Client branding

Client branding is optional and is stored on a connected HubSpot account. When set, that client’s Portal Audits use their logo, colors, and font instead of the organization defaults.

Where to set it

1. Open HubSpot Accounts.
2. On the account row, choose Actions → Edit.
3. Use the Client Audit Branding section, then save.

Options

• Client logo — paste the URL of the client logo. Shown as Prepared For on that client’s audit header.
• Primary and secondary colors — same uses as partner branding. Leave empty to use organization (or HubCreate) colors.
• Font — choose a font, or Use organization branding to inherit the partner font.

Where it shows

Only on Portal Audit reports for that HubSpot account:

• Prepared For — the client logo (or the account name if no logo URL is set)
• Header, charts, buttons, and typography when client colors or font are set

Other clients keep partner branding. Remove the client logo or clear the color fields to fall back to the organization settings.