Admin users in a site can be allowed to customize the Portal appearance for the site. A Super user or Admin user can specify whether Admin users in a site can customize the site’s Portal appearance. See Customize the Portal appearance for a site.
Customizations can include:
•Logo settings, including an image, tooltip, and link
•Header and font colors
•Company text, email address, and website link
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 your site:
1. When signed in as an Admin user, click the email address that you used to sign in to Portal at the top right of the Portal page.
2. Click My Site Settings.
If the Visual Customizations tab does not appear on the page, you are not allowed to customize the Portal appearance for your site. Please contact your Portal administrator to request permission to customize the Portal appearance.
3. If the Logo box appears on the page, to change logo settings, 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.
4. If the Color Scheme box appears on the page, 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 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.
5. If the Custom Text box appears on the page, to change text and links, do one or more of the following:
Note: You might not be allowed to change all of the text and links. If one of the following boxes does not appear, you are not allowed to change the associated text or link.
•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.
6. Click Save.