Navigating BOS
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      1. Knowledge Base & Help Center
      2. BOS Feature User Guide
      3. Navigating BOS

      Firm Details and Branding

      To view current partner details, click the “Details” tab from the top navigation.

      • To view current partner details, click the “Details” tab from the top navigation.
      • The “Details” tab opens to a two panel screen with Partner Details on the left and Branding information on the right.
        • The Partner Details section includes information about your firm — including your firm’s branded portal url. 
        • The Branding section is where you’ll upload your firm’s branding assets — logo and favicon, that will appear for your portal users.