How Does Theme & UI Works?

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.

Log-in to your platform. Go to Settings and choose the sub-section Theme & UI:

In this article:

Branding
Languages
Features
Footer Links
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.

For more details read the article How to incorporate 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, users will have the possibility to switch languages before and after they log in. 

Features 

Features will allow you to customize the Log-in page for your 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.
3. Enable custom startup page for non authenticated users. 

For more details read the article Customize Portal URL

Footer Links

Here you can manage and change the information that is displayed in the Footer of your platform page. You can select up to 5 different links, name them accordingly and add the URL to where you want your customers to be directed (e.g. your T&C, Company Policy, etc.) upon clicking.

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 and 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

2. Click Save:
   
   
3. By default, drop down menu displays the currently selected and saved preset for the tenant.
4. Dates in all places in the platform are displayed in the format from the selected preset in the setting.
5. Dates in APIs are not affected by this setting.
6. Default date format (if nothing was selected and saved before) is "YYYY/MM/DD".

Custom HTML Blocks

You can customize your login page with your own content by following these steps:

1. Navigate to Theme & UI and select Custom HTML Blocks.

2. You can add messages in multiple languages supported by the platform.

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

↧

4. Footer Message: Use this field to input HTML content for the footer. You can use it to introduce your platform to users, explain the login process, offer additional guidance, and more.

Inserted messages will be displayed on the Log in page:

You can remove inserted HTML content as needed.

1. Delete the Header or Fotter Message
2. Click "Upload HTML"
3. The content will no longer be visible upon the next login attempt. Depending on the user's browser session, clearing the browser cache may be required for the changes to take effect.