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

Choose the color of your theme. One brand color as the Theme color can be selected in Settings, and the platform will automatically pick its variants for hover effects and other interactions. 

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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. 

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Features 

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

  • Enable customer registration by  adding a link to a custom registration form or by using the default built-in registration form.
  • Add Support contacts on the login page.
  • Enable custom startup page for non authenticated users. 

For more details read the article Customize Portal URL

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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.

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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

Click Save:

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  • By default, drop down menu displays the currently selected and saved preset for the tenant.
  • 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

It is possible to customize your login page with your own content.
Under Theme& UI, navigate to Custom HTML Blocks.
1. You can enter messages in different languages supported by the platform.
2. Header Message -  Enter Html data from this field, introduce your users to your platform, explain how to log in, provide initial guidance and more.

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3. Footer Message -  Enter Html data from this field, introduce your users to your platform, explain how to log in, provide initial guidance and more.

Inserted messages will be displayed on the Log in page:

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