Enhanced company branding in Link
We've expanded LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat.'s branding options, making it easier than ever to deliver a fully branded authorization experience that feels like a native part of your product.
What's new?
We've added new branding settings that give you greater control over how Link looks and feels to your customers. These updates are designed to help you create a seamless, trusted connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. experience that reinforces your brand at every step.
Without branding
With branding
CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. logo on landing page
You can now prominently display the logo from your existing Branding settings on the first connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. screen your customers see.
Navigate to Settings > Auth flow > LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. > Onboarding in the Codat Portal and enable the CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. logo setting. You must also have the Landing page toggle enabled.
Navigation bar
The new Navigation bar setting adds a branded bar to the top of the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. flow using your secondary brand color, reinforcing your identity throughout the entire journey.
Navigate to Settings > Auth flow > LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. > Onboarding in the Codat Portal to enable this setting.
Secondary color
You can now set a Secondary color, exercising finer control over the look and feel of the connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. flow. This color is used by the new Navigation bar element of the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. flow.
Navigate to Settings > Auth flow > Branding in the Codat Portal to configure this setting.
Hero image
Add a background to the main content area of LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. using the Hero image setting. This lets you set the visual tone of the authorization experience from the moment your customers land on the page.
Navigate to Settings > Auth flow > Branding in the Codat Portal to configure this setting.
Why does this matter?
Customizing LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. to further match your branding guidelines helps achieve the following outcomes:
- Increased trust: Your customers are more likely to connect their financial data when they see familiar branding from the first screen.
- Improved conversion: A cohesive branded interface reduces friction and hesitation during the onboarding flow, helping you convert more customers.
- Seamless experience: These settings work together to create a connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. experience that feels like a native part of your product, not a third party tool.
Who is this relevant for?
This update is relevant for all clients using Link to connect their customers' financial data. It's especially valuable if you are looking to improve conversion rates and deliver a polished onboarding experience.
How to get started?
The new branding settings are already available in the Codat Portal:
- Navigate to Settings > Auth flow > Link > Onboarding to enable the CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. logo and Navigation bar toggles.
- Set your CompanyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. logo, Secondary color, and Hero image in Settings > Auth flow > Branding.
For more details, see our documentation on Branding settings and Link settings.