Customize the Portal appearance for a site

Super users can customize the Portal appearance for any site, and Admin users can customize the Portal appearance for child sites that they manage.

Admin users in the site may also be allowed to change the logo, colors, or company information for the site. See Customize the Portal appearance for your site.

Customizations can include:

•      Logo settings, including an image, tooltip, and link

•      Header and font colors

•      Company text, email address, and website link

If a parent site’s appearance has been customized, the settings can also be applied to the site’s child sites.

Reports in Microsoft Excel (.xls) and Adobe Acrobat (.pdf) format are also customized using the site’s logo, color, and company text. See Export a report, Email a report and Schedule an emailed report.

To customize the Portal appearance for a site:

1.   When signed in as a Super user or as an Admin user who can manage child sites, click Sites on the navigation bar.

2.   Find the site for customizing the Portal appearance, and expand its view by clicking the site row.

3.   Click the Visual Customizations tab.

4.   To change logo settings, do one of the following in the Logo area:

•      To use the logo settings that are installed with Portal, click Factory Settings.

•      To use the logo settings from the default Portal appearance, click Inherit Global Settings.

•      If the site is a child site, to use the parent site’s logo settings, click Inherit Parent Site Settings.

•      To customize logo settings for the site, click Custom Settings, and then do one or more of the following:

•      To display a different logo, click Upload Logo. In the Choose File to Upload dialog box, click the logo image file, and then click Open.

Note: The logo must not exceed 115 x 40 pixels or 1 MB in size.

The logo also appears on site reports in Microsoft Excel (.xls) and Adobe Acrobat (.pdf) format.

•      To not display a logo, click Delete Logo.

•      To change the logo tooltip text, enter the text in the Logo Hover Over Title box.

•      To change the logo link, enter the URL in the Logo URL Link box.

•      To allow Admin users in the site to change the logo settings, select the Admins can override logo check box.

5.   To change header and font colors, do one of the following in the Color Scheme area:

•      To use colors that are installed with Portal, click Factory Settings.

•      To use colors from the default Portal appearance, click Inherit Global Settings.

•      If the site is a child site, to use the parent site’s colors, click Inherit Parent Site Settings.

•      To specify custom colors, click Custom Settings, and then do one or more of the following:

•      To change the header color, click the Header Background Color box. In the color palette, click or enter the new color, and then click Save.

The header background color is also used for column headings in site reports.

•      To change the header text color, click the Header Font Color box. In the color palette, click or enter the new font color, and then click Save.

The header text color is also used for column heading text in site reports.

•      To change the dialog box header color, click the Popup Header Background Color box. In the color palette, click or enter the new color, and then click Save.

•      To change the dialog box header text color, click the Popup Header Font Color box. In the color palette, click or enter the new font color, and then click Save.

•      To change the Support icon color, click the Support Icon Color box. In the color palette, click or enter the new color, and then click Save.

•      To allow Admin users in the site to change the colors, select Admins can override color scheme.

6.   To change text and links, do one or more of the following in the Custom Text area:

•      To use text and links that are installed with Portal, click Factory Settings.

•      To use text and links from the default Portal appearance, click Inherit Global Settings.

•      If the site is a child site, to use text and links from the parent site, click Inherit Parent Site Settings.

•      To specify custom text and links, click Custom Settings, and then do one or more of the following:

•      To change the text that appears on a web page tab for the Portal, enter the new text in the Page Title box. To allow Admin users in the site to change the text, select the Admins can override title check box.

The page title also appears on site reports in Microsoft Excel (.xls) and Adobe Acrobat (.pdf) format.

•      To change the copyright text that appears at the bottom of the Portal, enter the new text in the Copyright box. To allow Admin users in the site to change the text, select the Admins can override copyright check box.

The copyright text also appears on site reports in Microsoft Excel (.xls) and Adobe Acrobat (.pdf) format.

•      To change the Support website link, enter the new URL in the Support URL box. To allow Admin users in the site to change the link, select the Admins can override URL check box.

•      To change the Support email address, enter the new email address in the Support Email box. To allow Admin users in the site to change the email address, select the Admins can override Email check box.

7.   Click Save.