Custom Branding

🔒 Pro feature — requires the Pro plugin.

Show your organisation’s logo and brand colour on the staff portal and on the reports and exports the plugin produces.

What it is and who it’s for

Staff use the compliance portal on your own website, so it should look like your organisation. Custom branding lets a site administrator set two things once:

• an organisation logo, which appears at the top of the staff portal sections and on exported reports; and
• a primary brand colour, used for portal buttons, links and accents, and as the accent colour on exported reports.

Staff members, trainers and assessors don’t configure anything. They see the branding automatically on the portal pages.

Where to find it

Attestation Core → Settings → Branding (Pro). The tab sits straight after General. You need the plugin’s manage settings permission (administrators by default).

• Free plugin: there is no Branding tab. The portal uses the plugin’s default blue (#1d4ed8) and shows no logo.
• Pro installed but licence inactive (after the 7-day grace period): the Branding tab is still visible and you can save settings, but the logo and colour aren’t applied to the portal until the licence is active again. Exports are Pro features, so they aren’t available either.

Settings

Setting (UI label)	What it does	Default	Allowed values and rules
Organisation Logo (shows RTO Logo under the RTO industry preset)	Logo shown on portal pages and in exported reports. Click Select logo to choose or upload an image in the WordPress Media Library. Click Remove to clear it.	No logo	Any image in the Media Library. If you choose a non-image file, it is ignored and no logo is saved. The tab recommends images up to 400×120 px.
Primary brand colour	The main accent colour. Pick it with the colour picker or type a hex value in the box next to it.	Portal default #1d4ed8 (the picker starts on this value)	A hex colour such as #1a4a8e or #14a. Three-digit values are expanded. The colour must have a contrast ratio of at least 4.5:1 against white.

Click Save branding settings to save. A “Branding settings saved.” message confirms it.

The contrast check

White text sits on your brand colour on portal buttons, so the plugin checks the colour against white before saving, using the WCAG AA threshold of 4.5:1 for normal text. If the colour is too light, the tab shows:

Primary colour was not updated. Choose a darker colour that meets minimum contrast on white backgrounds.

Your previous colour is kept. If you type something that isn’t a hex colour, the tab shows “Primary colour was not updated. Enter a valid hex colour (for example #1d4ed8).” and again keeps the previous value. Any logo change in the same save still goes through.

Where the branding appears

Staff portal pages

Branding is applied on any single page or post that contains a staff-portal shortcode: [attestation_core_dashboard], [attestation_core_my_profile], [attestation_core_submit_evidence], [attestation_core_my_documents], [attestation_core_my_evidence], [attestation_core_submit_plan], [attestation_core_my_record] and [attestation_core_my_calendar].

• Logo: added at the top of each portal section on the page. It is shown at up to 200 px wide and 80 px high (64 px high on phones), scaled down to fit. The image’s alt text comes from the Alt Text field in the Media Library. If that’s empty, it reads “Organisation logo” (or “RTO logo”).
• Colour: replaces the default blue on buttons, links and secondary text. Hover states use an automatically darkened version of your colour (about 15% darker).

The branding isn’t applied in wp-admin or on pages without a portal shortcode.

Exported reports and records

The logo and colour are also used for the Pro exports:

• PDF report downloads from the Reports screen
• Excel (XLSX) report exports
• the audit bundle
• scheduled report PDFs emailed by Scheduled Reports (Pro)
• individual staff compliance-record exports

These exports also use the Organisation name and Organisation code from Settings → General. The code is added to the front of exported file names. If no brand colour has been saved, exports use #2271b1.

Notification emails

Notification emails are sent as plain text, so they can’t show the logo or brand colour. When a logo is set, its web address is available as the {{rto_logo_url}} placeholder, which you can add to any notification template under Settings → Notifications (for example, so staff can follow a link to your logo). The organisation name used in email subjects comes from Settings → General, not from this tab.

Setting it up

1. Upload a clean version of your logo to Media → Add New. Use a PNG with a transparent background, roughly 400×120 px. Fill in its Alt Text with your organisation’s name.
2. Go to Attestation Core → Settings → Branding (Pro).
3. Click Select logo, choose the image, then click Use this image. A preview appears.
4. Choose your Primary brand colour. Use your brand’s darker shade if the main shade is pale.
5. Click Save branding settings.
6. Open your compliance portal page (for example Compliance Portal) in a private browser window and sign in as a test staff member to check the result.

Changing or removing branding

• Change the logo: click Select logo, pick a new image and save.
• Remove the logo: click Remove, then save. Portal pages and exports go back to having no logo.
• Go back to the default colour: set the colour to #1d4ed8 and save. The colour picker always sends a value, so the colour can’t be left blank once it has been saved.

If you delete the logo image from the Media Library, the logo simply stops appearing.

Permissions and data

• Only users with the manage settings permission can change branding.
• The settings are a logo reference (a Media Library item) and a colour value, stored in the WordPress database. Nothing is sent outside your site.
• The logo is an ordinary Media Library image, so its public web address can be opened by anyone who has it. Don’t use an image you need to keep private.

Troubleshooting

Problem	Fix
The colour won’t save	It is too light against white. Choose a darker shade until it passes 4.5:1.
The logo doesn’t appear on a portal page	Check that the page contains one of the portal shortcodes listed above, that the Pro licence is active, and that the image still exists in the Media Library.
Buttons are branded but the logo is very small	The logo has a lot of empty space around it. Crop it tightly and upload it again.
The email doesn’t show the logo	Emails are plain text. Add {{rto_logo_url}} to the template if you want a link to the logo.

Worked example

Sunrise Early Learning has a pale yellow brand colour, #f6c445, and a navy secondary colour, #1f3a68. The centre director uploads the logo, sets the Alt Text to “Sunrise Early Learning”, selects it on the Branding tab, and tries the yellow first. The tab rejects it because yellow on white fails the contrast check. She switches to the navy #1f3a68, which passes easily, and saves. Educators now see the Sunrise logo above each portal section, with navy buttons and links. When the director downloads the monthly Document Status report as a PDF, it carries the same logo and navy accent. Its file name starts with the centre’s organisation code from Settings → General.

Related: Frontend staff portal · Compliance reporting and exports · Settings reference