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17 changes: 8 additions & 9 deletions blog/260217-multi-entity-portal-update.md
Original file line number Diff line number Diff line change
Expand Up @@ -17,19 +17,18 @@ On **February 25, 2026**, we are changing how multi-entity companies are display

We are introducing the following improvements:

- Parent–child hierarchy view enables users to quickly identify the parent company and expand the view to see its subsidiaries.
- Enhanced search functionality allows users to search by the parent or child company name.
- Parent–child hierarchy view enables users to quickly identify the parent company and expand the view to see its subsidiaries.
- Enhanced search functionality allows users to search by the parent or child company name.
- New triple-dot menu contains company management options, such as editing and deletion.
- Connected software list is displayed when hovering over a company's connection status.
- Parent deletion confirmation ensures it's no longer possible to accidentally delete a parent company.
- New set of connection statuses helps determine a company's state at a glance:

- **No connections:** The company hasn't yet attempted to connect their financial software.
- **Linked:** The company has successfully connected their financial software.
- **Pending:** The company has started, but not completed connecting their financial software.
- **Deauthorized:** The company has revoked your access, or the access expired. The company needs to be reconnected.
- **Unlinked:** You have unlinked this company's connection, and data sharing stopped as a result.
- **Partial:** The parent company has subsidiaries that are disconnected.
- **No connections:** The company hasn't yet attempted to connect their financial software.
- **Linked:** The company has successfully connected their financial software.
- **Pending:** The company has started, but not completed connecting their financial software.
- **Deauthorized:** The company has revoked your access, or the access expired. The company needs to be reconnected.
- **Unlinked:** You have unlinked this company's connection, and data sharing stopped as a result.
- **Partial:** The parent company has subsidiaries that are disconnected.

These improvements apply to all Portal views that use the company structure, such as **Companies** and **Spend Insights**.

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10 changes: 5 additions & 5 deletions blog/260217-spend-insights-portal-update.md
Original file line number Diff line number Diff line change
Expand Up @@ -11,7 +11,7 @@ From **February 25, 2026**, you will be able to generate updated reports directl

## What's new?

We are enhancing the Spend Insights tab of the [Codat Portal](https://app.codat.io) so that you can manage, refresh, and export reports faster and at scale.
We are enhancing the Spend Insights tab of the [Codat Portal](https://app.codat.io) so that you can manage, refresh, and export reports faster and at scale.

From **February 25, 2026**, you will be able to generate updated reports directly from the [Spend Insights](https://app.codat.io/spend-insights) tab by following these steps:

Expand All @@ -23,20 +23,20 @@ From **February 25, 2026**, you will be able to generate updated reports directl

4. Click **Update reports** in the dropdown menu.

5. Track the progress by checking the *Report Status* column. Once updated, the status will change from *Generating* to *Available*.
5. Track the progress by checking the _Report Status_ column. Once updated, the status will change from _Generating_ to _Available_.

6. Click the **Download** icon again, then click on the report line item to save it.

![Improved Spend Insights report generation interface](/img/updates/260217-spend-insights-reports.gif)

We are also centralizing the company creation functionality. To create a new company, navigate to **Companies** in the navigation bar and click **Create company**.
We are also centralizing the company creation functionality. To create a new company, navigate to **Companies** in the navigation bar and click **Create company**.

## Who is this relevant for?

This update is relevant for all [Spend Insights](/spend-insights/overview) clients, helping you leverage your customers' data at enterprise scale.

## How to get started?

If you are already using our [Spend Insights](/spend-insights/overview) solution, no further action is required. This update will automatically be available to you from **February 25, 2026**.
If you are already using our [Spend Insights](/spend-insights/overview) solution, no further action is required. This update will automatically be available to you from **February 25, 2026**.

If you want to start using our [Spend Insights](/spend-insights/overview) solution, reach out to your account manager.
If you want to start using our [Spend Insights](/spend-insights/overview) solution, reach out to your account manager.
87 changes: 87 additions & 0 deletions blog/260218-link-branding-updates.md
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@@ -0,0 +1,87 @@
---
title: "Enhanced company branding in Link"
date: "2026-02-18"
tags: ["Product", "Update", "Link"]
authors: pmckinney
---

We've expanded Link's branding options, making it easier than ever to deliver a fully branded authorization experience that feels like a native part of your product.

<!--truncate-->

## What's new?

We've added new branding settings that give you greater control over how [Link](/auth-flow/overview) looks and feels to your customers. These updates are designed to help you create a seamless, trusted connection experience that reinforces your brand at every step.

<div
style={{
display: "flex",
gap: "1rem",
justifyContent: "center",
flexWrap: "wrap",
}}
>
<div style={{ textAlign: "center", flex: "1", minWidth: "280px" }}>
<img
src="/img/auth-flow/unbranded-link.png"
alt="Link without any branding applied"
/>
<p>
<em>Without branding</em>
</p>
</div>
<div style={{ textAlign: "center", flex: "1", minWidth: "280px" }}>
<img
src="/img/auth-flow/branded-link.png"
alt="Link branded using company logo, color scheme and hero image"
/>
<p>
<em>With branding</em>
</p>
</div>
</div>

### Company logo on landing page

You can now prominently display the logo from your existing [Branding](/auth-flow/customize/branding) settings on the first connection screen your customers see.

Navigate to **Settings > Auth flow > Link > Onboarding** in the [Codat Portal](https://app.codat.io/settings/link-settings/onboarding) and enable the _Company 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 Link flow using your secondary brand color, reinforcing your identity throughout the entire journey.

Navigate to **Settings > Auth flow > Link > Onboarding** in the [Codat Portal](https://app.codat.io/settings/link-settings/onboarding) to enable this setting.

### Secondary color

You can now set a _Secondary color_, exercising finer control over the look and feel of the connection flow. This color is used by the new [Navigation bar](/updates/260218-link-branding-updates#navigation-bar) element of the Link flow.

Navigate to **Settings > Auth flow > Branding** in the [Codat Portal](https://app.codat.io/settings/branding) to configure this setting.

### Hero image

Add a background to the main content area of Link 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](https://app.codat.io/settings/branding) to configure this setting.

### Why does this matter?

Customizing Link 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 connection 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](/auth-flow/overview) 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](https://app.codat.io):

1. Navigate to **[Settings > Auth flow > Link > Onboarding](https://app.codat.io/settings/link-settings/onboarding)** to enable the _Company logo_ and _Navigation bar_ toggles.
2. Set your _Company logo_, _Secondary color_, and _Hero image_ in **[Settings > Auth flow > Branding](https://app.codat.io/settings/branding)**.

For more details, see our documentation on [Branding settings](/auth-flow/customize/branding) and [Link settings](/auth-flow/customize/customize-link).
59 changes: 52 additions & 7 deletions docs/auth-flow/customize/branding.md
Original file line number Diff line number Diff line change
Expand Up @@ -7,9 +7,35 @@ banner_image: "/img/banners/link.png"

## Overview

Link is a white-labelled solution that can be matched to your company's branding. Go to **[Settings > Auth flow > Branding](https://app.codat.io/settings/branding)** in the [Codat Portal](https://app.codat.io) to tailor Link for a fully custom-branded experience.

The branding settings page autosaves when changes are made. You can adjust the following UI elements:
Link is a white-labelled solution that can be matched to your company's branding. Go to **[Settings > Auth flow > Branding](https://app.codat.io/settings/branding)** in the [Codat Portal](https://app.codat.io) to tailor Link for a fully custom-branded experience. The branding settings page autosaves when changes are made.

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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('be matched').

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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('are made').


<div
style={{
display: "flex",
gap: "1rem",
justifyContent: "center",
flexWrap: "wrap",
}}
>
<div style={{ textAlign: "center", flex: "1", minWidth: "280px" }}>
<img
src="/img/auth-flow/unbranded-link.png"
alt="Link without any branding applied"
/>
<p>
<em>Without branding</em>
</p>
</div>
<div style={{ textAlign: "center", flex: "1", minWidth: "280px" }}>
<img
src="/img/auth-flow/branded-link.png"
alt="Link branded using company logo, color scheme and hero image"
/>
<p>
<em>With branding</em>
</p>
</div>
</div>

### Company name

Expand All @@ -35,14 +61,33 @@ Icon requirements:
- Files should not exceed 500KB.
- Recommended dimensions: 32px x 32px.

### Hero image

This image is displayed as a background in Link, appearing behind the main content area.

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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('is displayed').


Hero image requirements:

- Use PNG, JPG, or JPEG file formats.
- Files should not exceed 10MB.

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📝 [vale] reported by reviewdog 🐶
[Google.Contractions] Use 'shouldn't' instead of 'should not'.

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🚫 [vale] reported by reviewdog 🐶
[Google.Units] Put a nonbreaking space between the number and the unit in '10MB'.

- Recommended dimensions: 1920px x 1080px.

### Primary color

You can set your brand's primary color to define the color of buttons and other elements within the Link Flow. We recommend using a dark primary color, because light colors may cause accessibility issues.

<img
src="/img/old/1cef143-branding.PNG"
alt="Branding settings screen with company name, logo, icon, and color picker displayed"
/>
### Secondary color

You can set your brand's secondary color, which is used for the navigation bar in Link. The navigation bar can be enabled in [Link settings](/auth-flow/customize/customize-link#navigation-bar).

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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('is used').

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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('be enabled').


<div style={{ textAlign: "center" }}>
<img
src="/img/auth-flow/branding.png"
alt="Branding settings screen with company name, logo, icon, hero image and color picker displayed"
/>
<p>
<em>Branding settings in the Codat Portal</em>
</p>
</div>

---

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6 changes: 2 additions & 4 deletions docs/auth-flow/customize/customize-link.md
Original file line number Diff line number Diff line change
Expand Up @@ -64,11 +64,9 @@ Let your users know that some integrations are not optimized or will not connect

Toggle whether the _Secured by Codat_ logo is shown on your authorization flow.

#### Restart journey
#### Navigation bar

Allow your customers to restart the linking process for accounting software in case their first connection attempt fails. Enabling this setting will add a "Try again" button to the connection error page.

It's possible to restart the linking process for commerce and banking platforms by default and no additional settings are required.
Toggle whether a navigation bar is displayed at the top of the Link flow. The bar color uses the secondary brand color you set in [Branding settings](/auth-flow/customize/branding#secondary-color).

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📝 [vale] reported by reviewdog 🐶
[Google.Passive] In general, use active voice instead of passive voice ('is displayed').


#### Landing page

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