HockeyStick Knowledge Base Knowledge Base Open Command Centre

Onboarding a new client

Org basics and settings

Where to set org name, industry, brand and other basics.

Org basics and settings

A client org carries a set of basics that you first enter in the New Client wizard and can adjust afterwards from the client's detail page. Keeping these accurate matters, because the deliverables read from them.

Brand

The Brand tab on the client detail page holds the client's visual identity: their logo and their colours. The Align deliverables are client-branded, so whatever you set here flows through into the packs the client sees. If a logo is missing or a colour is wrong, fix it on this tab before you generate or publish anything.

Org basics

Alongside the brand, the org's basics (its name, industry and size, and the primary contact) are set in the New Client wizard and can be edited from the client detail page. The industry and size feed the diagnostics, so treat them as data, not just labels.

Deliverables read the brand and the org basics at generation time. Correct anything that is out of date before you run an agent, so the pack comes out branded and framed correctly the first time rather than needing a regenerate.