Latest revision as of 16:56, 2 February 2024

Overview

As part of the implementation process, SmartSimple or its partners typically configure the look and feel of your system. If you have Global Administrator privileges, you can change the look and feel of your system at any time. This article explains how to upload logos and change the system colors to align your system with your brand.

The branding settings affect multiple areas of the system.

List View page as seen by Administrator

Object View page as seen by Administrator

Settings page as seen by Administrator

Portal home page as seen by an applicant

Configuration - Essentials

You must have Global Administrator access to modify the systems logo and colors.

Logo

You can upload a logo that will appear in the header for all users. This logo appears at the top left of all screens. Typically, people upload their organization’s logo, unless they have created a special logo for their system. If you don’t have a logo, you can enter text.

Note: Logos will appear in a container that is 40 pixels high x 200 pixels wide and as such fine text, details, taglines or longer wordmarks may be hard to read. We suggest using your organization's logo that is best suited for smaller spaces.

Logo appears in the top left in the header of all pages.

Example of organization logos suitable for large and small spaces. Note how elements are removed from logos intended for small spaces.

Logo Specifications

How to upload the logo

1. Click on the Menu icon which looks like 9 squares in the top right of the header.

• Select Global Settings.
• Click on the Branding tab.
• For Logo click on the Browse… button, which looks like an open folder and select the desired file you want to upload.
• Click the Upload button to upload your submission.
• Force a cache refresh on your browser (CTRL + F5 on PC, Cmd + R on Mac) to view your changes.

Favicon

The favicon is short for Favorite Icon. Depending on your browser and operating system, this icon may appear on your tabs, in your bookmarks, and on the user’s desktop.

Favicon in browser tab

Favicon specifications

How to upload the Favicon

1. Click on the Menu icon which looks like 9 squares in the top right of the header.

1. Select Global Settings.
2. Click on the Branding tab.
3. For Favicon click on the Browse… button which looks like an open folder and select the desired file.
4. Click the Upload button.
5. Force a cache refresh on your browser (CTRL + F5 on PC, Cmd + R on Mac) to view your changes.

Logo Text

The Logo Text setting is used to set the Alt text on the logo. The Alt text will appear if there is no image or if the image fails to load. This text is also used by assistive technology such as screen readers.

Logo Text

Header

All clients were transitioned to the header below in the November 2021 upgrade.

Main Heading area

Colors and Styles

Beyond uploading image files, you can adjust the colors and some styles. If you choose to change the colors in your system, make sure you maintain a contrast ratio between fonts and backgrounds of 4.5 or greater to ensure you meet with accessibility standards (Section 508 and WCAG 2.0). The following tool may be used to check your contrast ratio contrast checker by webaim.

Note: color settings affect multiple areas in the system, and all color settings affect all users. For example, the colors an administrator sees are the same as the colors an applicant sees.

How to modify the Colors and Styles

1. Click on the menu icon which looks like 9 squares in the top right of the header.

1. Select Global Settings.
2. Click on the Branding tab.
3. Click the Colors & Styles link.
4. Click on the desired color picker to choose a new color or enter a Hexadecimal value (example: #000000) or choose a style.
5. Click Save.
6. Force a cache refresh on your browser (CTRL + F5 on PC, Cmd + R on Mac) to view your change

Color and Styles settings explained

Global Settings

Main Heading Settings

Main Heading

Navigation Settings

Left Navigation

Title Settings

This section controls the display of the title areas found in areas like the personal dashboard and on portal sections using the traditional theme.

Title Settings Area appears on portal sections set to the default theme

Sub-Title Settings

Layout - Title Bar custom field as seen on object pages

Heading as seen by administrators seen on setting pages

List Settings

List Settings Area

Configuration - Advanced

Importing/Exporting Colors and Styles

You can import and export your colors and styles settings from one environment to another, or save a copy of your colors and styles for archival purposes. For example, you can make changes and test them on your backup environment and when you are happy, apply all your changes at once to your production environment system.

How to export and import colors and styles between systems

1. Click on the Menu icon which looks like 9 squares in the top right of the header.

1. Select Global Settings.
2. Click on the Branding tab.
3. Click the Colors & Styles link.
4. In the action bar located near the header click on the Export Styles button.
5. A modal window will open. Copy the code in the modal window.
6. Go to the system where you want to apply these styles.
7. Follow steps 1 to 4 above.
8. In the action bar located near the header, click on the Import Styles button.
9. Paste the styles you copied into the modal window of the desired system.
10. Click the Import Styles button on the bottom of the modal window.
11. Click OK on the alert.
12. Close the modal window.
13. Click Save.
14. Force a cache refresh on your browser (CTRL + F5 on the PC, Cmd + R on Mac) to view your changes.

Sample colors and styles file

Here is a sample color and styles file you can download and import into your system. It will give you a blue header like the screenshots in this wiki.

File:Sample-colors-styles.txt

Tip: Uploading images

When you upload images to your system, always size the images to the desired dimensions and save to the desired file format with compression. Image optimization is typically done in photo editing software such as Adobe Photoshop. Take the time to ensure your image files are 1 MB or less. Larger images can take several seconds to download and may cause a noticeable delay while pages load.

Note an image saved a 72 pixels per inch (ppi), 240 ppi and 500 ppi will all look the same if viewed at 200 pixels by 200 pixels. The quality of each version of image is exactly the same when viewed on screen. The higher ppi versions have a much higher file size which means your users may have to wait unnecessarily and use more data, but the higher ppi makes no difference to image quality on screen. So, if the image you are uploading is intended to be printed in a PDF, then a higher resolution is ok such as 150 or 300 dpi (dots per inch), but if the image is going to be used as a background in a portal or the login page a smaller resolution such as 72 ppi is recommended.

In regards to file formats JPG and PNG are the best options for your system.

JPG/JPEG Joint Photographic Experts Group is a lossy format best for images of people, landscapes, and realistic photography.

PNG Portable Network Graphics is a lossless format that supports transparency and is best suited for logos, graphics, and icons.

Tip: Sourcing imagery

Don’t have photos to use in your system? Here are some websites that offer copyright-free stock photos for commercial use. Find the images you want, crop and size the images then upload them into your system.

• Unsplash

• Gratisography

• Morguefile

• Pixabay

• Stockvault

• Pexels

• Picjumbo

• Raw Pixel

• Reshot

You may also want to check out the following paid stock photo sites.

• iStock Photo

• Shutterstock

For free icons

• Flaticon