Theme & UI Settings

Introduction

This article describes how to customize various aspects of your Platform through the Settings section. It covers essential customization options, including Branding, Languages, Features, Footer Links, Dates, and Custom HTML Blocks, to enhance the user experience and maintain consistent Branding.

1. Log-in to your Platform

2. Go to Settings

3. Choose the sub-section Theme & UI

In this article:

• Branding
• Languages
• Features
• Dates
• Custom HTML Blocks

Branding

Select your theme color by choosing one of your Brand's primary colors in the Settings. The Platform will automatically generate variants for hover effects and other interactive elements based on your selected theme color.

1. Navigate to Settings → Theme & UI
   
   
2. Click on the Branding tab
   
3. Upload your logo by clicking "Select file"
   
   
   • Maximum file size: 200 KB
   • Allowed file extensions: .png
4. Choose your Theme color by selecting from the color palette
   
5. Click "Save" to apply changes
   

For more details read the article How to customize your brand through themes and UI?

Languages

In this section you will find a list of available languages that you can enable or disable. By enabling multiple languages, Platform Users will have the possibility to switch languages before and after they log in.

1. Navigate to the Languages tab
   
2. Check or uncheck languages from the available list:
   
   • DA (Danish)
   • EN (English) - always set as default
   • FI (Finnish)
   • FR (French)
   • DE (German)
   • IT (Italian)
   • NO (Norwegian)
   • RO (Romanian)
   • SV (Swedish)
3. Click "Save" to apply language settings
   

Features

Features will allow you to customize the Log-in page for your Platform Users:

1. Enable Customer registration by adding a link to a custom registration form or by using the default built-in registration form
   
2. Add Support contacts on the login page by entering support@example.com
   
3. Enable custom startup page for non authenticated Platform Users
   
   

For more details read the article Customize Portal URL

Dates

Here you can select the preferred date and time format for your Platform, so that it matches the commonly used standard in your country:

1. Click on the drop down menu
   

2. Choose from such formats for:

   US:

   • mm/dd/yyyy
   • mm.dd.yyyy
   • mm-dd-yyyy

   EU:

   • dd/mm/yyyy
   • dd.mm.yyyy
   • dd-mm-yyyy

   Other regions:

   • yyyy/mm/dd
   • yyyy.mm.dd
   • yyyy-mm-dd
3. Click "Save"
   
   

Important information about date formats:

• Dates in all places in the Platform are displayed in the format from the selected preset in the setting
• Dates in APIs are not affected by this setting
• Default date format (if nothing was selected and saved before) is "YYYY/MM/DD"

Custom HTML Blocks

The Custom HTML Blocks feature enables you to inject custom HTML content into specific areas of your Platform, allowing for extensive customization of both the login experience and product catalogue presentation. This functionality is particularly useful for organizations that want to maintain consistent branding, provide context-specific information, or create unique user experiences across different levels of their distribution hierarchy.

You can customize your Login Page and Product Catalogue with your own content by following these steps:

1. Navigate to Theme & UI
   
   
2. Select Custom HTML Blocks
   
   
3. You can add messages in multiple languages supported by the Platform
   

The Platform displays an explanatory card describing the feature's capabilities and use cases within the Custom HTML Blocks section.

In the Settings → Theme & UI → Custom HTML Block, you have 3 options:

• Product Catalog
• Header Message (Login Page)
• Footer Message (Login Page)

Product Catalog

Use this field to input HTML content for your product catalogue. This content will be inherited by and visible in all Indirect Seller and Customer catalogues.

Header Message (Login Page)

Use this field to input HTML content for the header. This is an ideal space to introduce your Platform to Platform Users, explain the login process, provide initial guidance, and more. The feature also supports dynamic content. You can insert an HTML block containing a banner, which can be customized to fit and display on the login page.

Footer Message (Login Page)

Use this field to input HTML content for the footer. You can use it to introduce your Platform to Platform Users, explain the login process, offer additional guidance, and more.

Saving Changes

For Catalog page, Header and Footer click Upload HTML to save the changes.

Inserted messages will be displayed on the Log in page as shown below for:

1. Product Catalog
   
2. Header Message (Login Page)
   
3. Footer Message (Login Page)
   

Reseller-Level Configuration

It's possible to set up any type of Custom HTML on Seller level. Due to access limitation, it could be done only by Distributor Admin.

Delete the Header or Footer Message

You can remove inserted HTML content as needed:

1. Delete the Catalog page image, Header or Footer Message content
2. Click Clear Content
   
   
3. The content will no longer be visible upon the next login attempt. Depending on the Platform User's browser session, clearing the browser cache may be required for the changes to take effect.

Summary

This article guides Platform Users through customizing their Platform appearance and functionality via Theme & UI settings. It covers Branding customization including logo upload and theme color selection, language configuration for multi-language support, Features setup for login page customization, Footer Links management, date format selection, and Custom HTML Blocks for personalized login page and Catalog content. These customization options help maintain consistent Branding and enhance user experience across the Platform.

Related Content

• Platform Settings Overview
• How to customize your brand through themes and UI?
• Customize Portal URL