--- title: Set Up Your Organization - Kenly Getting Started Guide description: Step-by-step guide to setting up your agency workspace in Kenly with branding, team settings, and portal customization. keywords: kenly setup, organization setup, agency workspace, client portal branding, onboarding setup ---

Set Up Your Organization

What Is an Organization?

• Your team members
• All clients and projects
• Custom branding for client portals
• Forms, contracts, and files
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Step 1: Access Organization Settings

• Log into your Kenly account
• Click Settings in the sidebar
• Select Organization tab
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Step 2: Add Basic Information

Organization Name

• Enter your agency or company name
• This appears in client emails and portal headers

Contact Email

• Add your primary support email
• Clients will see this for questions
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Step 3: Upload Your Logo

• Click Upload Logo
• Choose a square image (recommended: 512x512px)
• Supported formats: PNG, JPG, SVG
• Your logo appears in client portals and emails
Pro Tip: Use a transparent PNG for best results. ---

Step 4: Customize Brand Colors

• Click the Brand Color picker
• Choose your primary brand color
• This applies to buttons, links, and accents in client portals
Note: High contrast colors improve readability. ---

Step 5: Select Your Font

• Open the Font Family dropdown
• Choose from pre-loaded fonts or upload custom fonts
• Preview how it looks in the portal
Available Fonts:
• Inter (default)
• Roboto
• Open Sans
• Montserrat
• Plus custom font upload (Pro plan)
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Step 6: Preview Your Branding

• Click Preview Portal
• See exactly what clients will see
• Adjust colors or fonts if needed
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Step 7: Save Your Settings

Click Save Changes at the bottom of the page. ✅ Your organization is now set up with custom branding. ---

What's Next?

• Invite your first client
• Create your first form
• Invite team members
• Set up email notifications