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The Agency Overview tab is where you establish your agency’s identity within the Convocore platform. This information will be prominently displayed in your client dashboard, creating a cohesive and branded experience for your customers.
Agency Overview Tab

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Configuring Your Agency Details

1

Agency Name

Enter your agency’s name in the Agency Name field. This will be displayed in the top left corner of the dashboard.
2

Branding Text

Input your agency’s slogan or a brief description in the Branding Text field. This supports Markdown formatting.
Use the format [YOUR_TEXT](YOUR_LINK) to create a clickable link within your branding text.
3

Login Settings

Toggle Enable Password Login to determine how clients can access their dashboard:
  • Enabled: Clients can log in with a password
  • Disabled: Clients can also log in using OTP codes sent to their email
If you disable password login, ensure your email domain is properly set up for white-labeling. See our Email Configuration Guide for details.
4

Secret Key

This key is used for the Admin magic link that controls all widgets.
For security reasons, you can regenerate this secret by clicking the Regen Secret button.
5

Agency Logo Upload

Upload square logos (256x256 PNG) for both light and dark modes:
Drag and drop or select a file for your light mode logo. This will be used when the client’s dashboard is in light mode.
Drag and drop or select a file for your dark mode logo. This will be displayed when the client’s dashboard is in dark mode.
We recommend uploading both light and dark mode logos for the best user experience across different dashboard themes.