Difference between revisions of "Branding"

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=Overview=
 
=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 you upload logos and change the system colors to align your system with your brand.
+
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 effect multiple areas of the system.
+
The branding settings affect multiple areas of the system.
  
 
[[File:branding-listview-2020.png|thumb|none|800px|List View page as seen by Administrator]]
 
[[File:branding-listview-2020.png|thumb|none|800px|List View page as seen by Administrator]]
Line 18: Line 18:
 
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.
 
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.
  
−
[[File:Branding-object-logo-2020.png|thumb|none|800px|Logo appears in the header of all pages.]]
+
'''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.
 +
 
 +
[[File:Branding-object-logo-2020.png|thumb|none|800px|Logo appears in the top left in the header of all pages.]]
 +
 
 +
[[File:Wiki-logos.jpg|thumb|none|800px|Example of organization logos suitable for large and small spaces. Note how elements are removed from logos intended for small spaces.]]
 +
 
 +
 
  
 
===Logo Specifications===
 
===Logo Specifications===
 
{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
−
||Size
+
||Dimensions
−
||112 pixels high is recommended. Try to keep the width under 250 pixels as wide logos will be scaled down.
+
||112px high and 560px wide are the recommended dimensions. Logos will be sized down to appear at 56 pixels high or lower within the system.
 
|-
 
|-
 
||Format
 
||Format
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:* Click on the '''Branding''' tab.
 
:* 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.
 
:* 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.
+
:* Click the '''Upload''' button to upload your submission.
−
:* Reload the page in your browser with a forced cache refresh (CTRL + F5 on the PC).
+
:* Force a cache refresh on your browser (CTRL + F5 on PC, Cmd + R on Mac) to view your changes.
  
 
==Favicon==
 
==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 user’s desktop.
+
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.
  
 
[[File:Branding-favicon-2020.png|thumb|none|800px|Favicon in browser tab]]
 
[[File:Branding-favicon-2020.png|thumb|none|800px|Favicon in browser tab]]
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{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
−
||Size
+
||Dimensions
 
||48 pixels high by 48 pixels wide.
 
||48 pixels high by 48 pixels wide.
 
|-
 
|-
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:# For '''Favicon''' click on the '''Browse…''' button which looks like an open folder and select the desired file.
 
:# For '''Favicon''' click on the '''Browse…''' button which looks like an open folder and select the desired file.
 
:# Click the '''Upload''' button.
 
:# Click the '''Upload''' button.
−
:# Reload the page in your browser with a forced cache refresh (CTRL + F5 on the PC).
+
:# Force a cache refresh on your browser (CTRL + F5 on PC, Cmd + R on Mac) to view your changes.
  
 
==Logo Text==
 
==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 for the visually impaired.
+
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.
  
−
==Compact Header==
+
[[File: Branding-logo-text.png|thumb|none|800px|Logo Text]]
−
Use the compact header for a cleaner and more streamlined look. This header option is recommended and gives you more screen real-estate to work within. Note this setting applies to all users of the system.
 
  
−
[[File:branding-main-heading-2-2019.png|thumb|none|800px|Compact header]]
+
==Header==
 +
All clients were transitioned to the header below in the November 2021 upgrade.
  
−
===How to enable the Compact Header===
+
[[File:standard-header-2021.png|thumb|none|800px|Main Heading area]]
−
:# Click on the '''Menu''' icon which looks like 9 squares in the top right of the header.
+
 
−
:: {{Icon-Menu}}
+
==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 [https://webaim.org/resources/contrastchecker/ contrast checker by webaim].
−
:# Select '''Global Settings'''.
 
−
:# Click on the '''Branding''' tab.
 
−
:# Toggle on '''Enable Compact Header'''.
 
−
:# Click the '''Save''' button.
 
−
:# Reload the page in your browser with a forced cache refresh (CTRL + F5 on the PC).
 
  
−
==Colors & Styles==
+
'''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.
−
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) Here is a tool you can use to check your contrast ratio http://leaverou.github.io/contrast-ratio/.
 
−
Also: note that 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 & Styles===
+
===How to modify the Colors and Styles===
 
:# Click on the '''menu''' icon which looks like 9 squares in the top right of the header.
 
:# Click on the '''menu''' icon which looks like 9 squares in the top right of the header.
 
:: {{Icon-Menu}}
 
:: {{Icon-Menu}}
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:# Click on the desired color picker to choose a new color or enter a Hexadecimal value (example: #000000) or choose a style.
 
:# Click on the desired color picker to choose a new color or enter a Hexadecimal value (example: #000000) or choose a style.
 
:# Click '''Save'''.
 
:# Click '''Save'''.
−
:# Reload the page in your browser with a forced cache refresh (CTRL + F5 on the PC).
+
:# Force a cache refresh on your browser (CTRL + F5 on PC, Cmd + R on Mac) to view your change
  
−
===Color & Styles settings explained===
+
===Color and Styles settings explained===
 
====Global Settings====
 
====Global Settings====
 
{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
−
||Mandatory Field Font Color
+
||Mandatory Field Font
 
||The color of all fields set as mandatory. Typically, the mandatory field color is set to #D81A01 which is a shade of red. This red has enough contrast to meet with Accessibility guidelines.
 
||The color of all fields set as mandatory. Typically, the mandatory field color is set to #D81A01 which is a shade of red. This red has enough contrast to meet with Accessibility guidelines.
 
|-
 
|-
 
||Mandatory Field Style
 
||Mandatory Field Style
−
||Any question that is set as mandatory will be by default prefixed with an asterisk '''*'''. Alternately, you may change the caption color to the mandatory field color, instead of showing an asterisk.
+
||Any question that is set as mandatory will be by default prefixed with an asterisk '''*''' and must be left like this for accessibility. You may change the caption color to the mandatory field color, instead of showing an asterisk but it is not recommended.
 
|-
 
|-
 
||Link
 
||Link
 
||The color of all text links.
 
||The color of all text links.
 
|-
 
|-
−
||Link Mouse-Over
+
||Link Hover
−
||The color displayed on text links when you mouse over the link (hover).
+
||The color displayed on text links when you mouse hovers over the link.
 
|-
 
|-
 
||Link Underline
 
||Link Underline
−
||Any text links will be underlined by default. You have the option to turn off underlines.
+
||Any text links will be underlined by default and must be left like this for accessibility. You do have the option to turn off the underlines but it is not recommended.
 
|-
 
|-
 
||Button Font
 
||Button Font
−
||Text and icons inside buttons will use this color. Typically, this is set to white.
+
||The color used by text and icons inside buttons. This should be set to white or a light color.
 
|-
 
|-
 
||Button Background
 
||Button Background
−
||Buttons will be this color. Typically, buttons are set to a dark color for contrast. Popular colors are blue, grey or purple. Red and green are generally avoided as they are associated with error and succes messaging.
+
||Buttons will be this color. This should be set to a dark color for contrast. Popular colors are blue, grey or purple. Red and green are generally avoided as they are associated with error and success messaging.
 
|-
 
|-
−
||Button Foreground
+
||Button Hover
−
||If you want a gradient on your buttons, choose a slightly lighter hue or tint of the background color. This setting gives buttons a slight 3D appearance. Typically, the button foreground and background are set to the same color giving buttons a flat look.
+
||May be used to change the button color on hover (mouse over).
 
|-
 
|-
 
||Highlight
 
||Highlight
−
||When the user clicks into an input or tabs to an input the focus will move to that input. When an input is in focus that input background will change from white to the color chosen in this setting. This setting gives an extra layer of visibility and differentiation for the currently selected input. Typically, this is set to a light tint of yellow such as #F7F4DA.
+
||When the user clicks into an input or tabs to an input the focus will move to that input. When an input is in focus that input background will change from white to the color chosen in this setting. This setting gives an extra layer of visibility and differentiation for the currently selected input. This must be set to a light tint, example yellow such as #F7F4DA. Do not set this color to a grey as the "X" used to clear inputs will not show up.
 +
|-
 +
||Save Button Color
 +
||Choose the desired style for Save buttons on record pages.
 +
|-
 +
||Delete Button Color
 +
||Choose the desired style for Delete buttons on record pages.
 
|}
 
|}
  
 
====Main Heading Settings====
 
====Main Heading Settings====
−
[[File:branding-main-heading-2-2019.png|thumb|none|800px|Main Heading area with compact header setting <strong>On</strong>]]
+
[[File:branding-main-heading-2022.png|thumb|none|800px|Main Heading]]
−
 
 
−
[[File:branding-main-heading-1-2018.png|thumb|none|800px|Main Heading area with compact header setting <strong>Off</strong>]]
 
−
 
 
−
 
 
  
 
{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
 
||Font
 
||Font
−
||Main menu links and the main menu icon uses this color.
+
||Font color for main menu links and icons located in the header.
 
|-
 
|-
 
||Background
 
||Background
−
||The header background uses this color. The logo will appear over this color, as will the other text in the header. Typically, a dark color looks best for the header. Make sure there is a contrast ratio of 4.5 or greater between the background color and the font setting to ensure your systems is accessible.
+
||The header background uses this color. The logo will appear over this color, as will the other text in the header. Typically, a dark color looks best for the header. Make sure there is a contrast ratio of 4.5 or greater between the background color and the font setting to ensure accessibility.
 
|}
 
|}
  
 
====Navigation Settings====
 
====Navigation Settings====
−
[[File:branding-nav-settings-1-2018.png|thumb|none|800px|Navigation Settings Area]]
+
[[File:branding-left-nav-2022.png|thumb|none|800px|Left Navigation]]
  
 
{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
−
||Heading Font
+
||Font
−
||Text color on the user menu and on the related objects menu (object left navigation).
+
||Text color on the user menu and on the left navigation.
 
|-
 
|-
−
||Heading Background
+
||Background
−
||Color behind the text on the user menu and on the related objects menu.
+
||Color behind the text on the left navigation.
−
|-
 
−
||Menu Icon Header Font
 
−
||This setting is not used with the compact style header. If you click on the Menu icon using the old-style header you will see many links. These links are grouped under headings such as '''Tools''' and '''Help'''. This setting controls the icon color of these headings. Typically, the heading background color is used for this if the heading is set to a dark color.
 
 
|}
 
|}
  
 
====Title Settings====
 
====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.
 +
 
[[File:Branding-title-2020.png|thumb|none|800px|Title Settings Area appears on portal sections set to the default theme]]
 
[[File:Branding-title-2020.png|thumb|none|800px|Title Settings Area appears on portal sections set to the default theme]]
  
Line 174: Line 174:
 
|-
 
|-
 
||Font
 
||Font
−
||Text in the title area found in areas like the personal dashboard and on portal sections using the default theme. Typically set to a dark color like #000000.
+
||Title text color. Typically set to a dark color or #000000.
 
|-
 
|-
 
||Background
 
||Background
−
||The background color of the title area. Typically set to a light color like #EEEEEE.
+
||The background color of the title area. Typically set to a light color or #EEEEEE.
 
|-
 
|-
 
||Bottom Border
 
||Bottom Border
−
||If you want a line under the title bar of a portal section to give more separation use this setting. Typically, it is the same color as the background to give a flat look but sometimes a slightly darker shade of the same color is used here such as #CCCCCC.
+
||If you want a line under the title bar of a portal section of the theme Traditional to give more separation, use this setting. Typically, it is the same color as the background to give a flat look but sometimes a slightly darker shade of the same color is used here such as #CCCCCC.
 
|}
 
|}
  
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|-
 
|-
 
||Font
 
||Font
−
||Text color for title bars and headings in the system. Typically set to a dark grey.
+
||Text color for title bars and headings in the system. Typically set to a dark grey or #000000.
 
|-
 
|-
 
||Bottom Border
 
||Bottom Border
Line 202: Line 202:
 
|-
 
|-
 
||Heading Font
 
||Heading Font
−
||Text color for table headers. Typically a dark color such as the header color is used.
+
||Text color for table headers. Typically a dark color such as the button color background is used here. Do not use white as column headers and tables will not show up in some areas of the system.
 
|-
 
|-
 
||Heading Background
 
||Heading Background
−
||Table Header background color. Typically a version of the of the header color at around 15% opacity. Note the header font and background color inverse when the header of a column is clicked. The sorting icons for list views are an opacity of the Heading Font, so be careful with the colors you choose to ensure you meet with accessibility standards for color contrast. You can use this tool to check font and background contrast https://webaim.org/resources/contrastchecker/
+
||Table Header background color. Typically a version of the header color at around 15% opacity. Note the header font and background color inverse when the header of a column is clicked. The sorting icons for list views are an opacity of the Heading Font, so be mindful of accessibility standards for color contrast.
 
|-
 
|-
 
||Top Border
 
||Top Border
−
||A line at the top of each row in the table to give differentiation between rows. Typically set to white.
+
||Display options for the line at the top of each row in the table to give differentiation between rows. Typically set to a 1px solid FFFFFF (which is white).
 
|-
 
|-
 
||Bottom Border
 
||Bottom Border
−
||A line at the bottom of each row in the table to give differentiation between rows. Typically set to a light grey.
+
||Display options for the line at the bottom of each row in the table to give differentiation between rows. Typically set to a 1px solid CCCCCC (which is a light grey).
 
|}
 
|}
  
 
=Configuration - Advanced=
 
=Configuration - Advanced=
−
==Importing/Exporting Colors & Styles==
+
==Importing/Exporting Colors and Styles==
−
You can import and export your colors and styles settings from one system 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 or development system and then when you are happy, apply all your changes at once to your production system.
+
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===
 
===How to export and import colors and styles between systems===
Line 235: Line 235:
 
:# Close the modal window.
 
:# Close the modal window.
 
:# Click '''Save'''.
 
:# Click '''Save'''.
−
:# Reload the page in your browser with a forced cache refresh (CTRL + F5 on the PC).
+
:# 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.
  
−
==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. Larger images can take several seconds to download and display so take the time to ensure your image file size is around a MB or less.
 
  
 
In regards to file formats JPG and PNG are the best options for your system.
 
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 photos of people and landscapes.
+
'''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 and graphics.
+
'''PNG''' Portable Network Graphics is a lossless format that supports transparency and is best suited for logos, graphics, and icons.
  
 
==Tip: Sourcing imagery==
 
==Tip: Sourcing imagery==
−
Don’t have photos to use in your SmartSimple 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 SmartSimple.
+
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.
  
−
https://unsplash.com/
+
* [https://unsplash.com/ Unsplash]
  
−
https://gratisography.com/
+
* [https://gratisography.com/ Gratisography]
  
−
https://morguefile.com/
+
* [https://morguefile.com/ Morguefile]
  
−
https://pixabay.com/
+
* [https://pixabay.com/ Pixabay]
  
−
https://www.stockvault.net/
+
* [https://www.stockvault.net/ Stockvault]
  
−
https://www.pexels.com/
+
* [https://www.pexels.com/ Pexels]
  
−
https://picjumbo.com/
+
* [https://picjumbo.com/ Picjumbo]
  
−
https://www.rawpixel.com/
+
* [https://www.rawpixel.com/ Raw Pixel]
  
−
https://www.reshot.com/
+
* [https://www.reshot.com/ Reshot]
  
  
 
You may also want to check out the following paid stock photo sites.
 
You may also want to check out the following paid stock photo sites.
  
−
https://www.iStockphoto.com
+
* [https://www.iStockphoto.com iStock Photo]
  
−
https://www.Shutterstock.com
+
* [https://www.Shutterstock.com Shutterstock]
  
  
 
For free icons
 
For free icons
  
−
https://www.flaticon.com/
+
* [https://www.flaticon.com/ Flaticon]
  
  
  
 
[[Category:Interface]]
 
[[Category:Interface]]

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.

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

Dimensions 112px high and 560px wide are the recommended dimensions. Logos will be sized down to appear at 56 pixels high or lower within the system.
Format PNG on a transparent background recommended. JPG and GIF are also accepted.
File Size 10 – 20 KB is recommended.

  1. Click on the Menu icon which looks like 9 squares in the top right of the header.
052919 MenuIcon.png
  • 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

Dimensions 48 pixels high by 48 pixels wide.
Format PNG or ICO is recommended.
File Size 5 – 10 KB is recommended.

How to upload the Favicon

  1. Click on the Menu icon which looks like 9 squares in the top right of the header.
052919 MenuIcon.png
  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.
052919 MenuIcon.png
  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

Mandatory Field Font The color of all fields set as mandatory. Typically, the mandatory field color is set to #D81A01 which is a shade of red. This red has enough contrast to meet with Accessibility guidelines.
Mandatory Field Style Any question that is set as mandatory will be by default prefixed with an asterisk * and must be left like this for accessibility. You may change the caption color to the mandatory field color, instead of showing an asterisk but it is not recommended.
Link The color of all text links.
Link Hover The color displayed on text links when you mouse hovers over the link.
Link Underline Any text links will be underlined by default and must be left like this for accessibility. You do have the option to turn off the underlines but it is not recommended.
Button Font The color used by text and icons inside buttons. This should be set to white or a light color.
Button Background Buttons will be this color. This should be set to a dark color for contrast. Popular colors are blue, grey or purple. Red and green are generally avoided as they are associated with error and success messaging.
Button Hover May be used to change the button color on hover (mouse over).
Highlight When the user clicks into an input or tabs to an input the focus will move to that input. When an input is in focus that input background will change from white to the color chosen in this setting. This setting gives an extra layer of visibility and differentiation for the currently selected input. This must be set to a light tint, example yellow such as #F7F4DA. Do not set this color to a grey as the "X" used to clear inputs will not show up.
Save Button Color Choose the desired style for Save buttons on record pages.
Delete Button Color Choose the desired style for Delete buttons on record pages.

Main Heading Settings

Main Heading
Font Font color for main menu links and icons located in the header.
Background The header background uses this color. The logo will appear over this color, as will the other text in the header. Typically, a dark color looks best for the header. Make sure there is a contrast ratio of 4.5 or greater between the background color and the font setting to ensure accessibility.

Navigation Settings

Left Navigation
Font Text color on the user menu and on the left navigation.
Background Color behind the text on the 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
Font Title text color. Typically set to a dark color or #000000.
Background The background color of the title area. Typically set to a light color or #EEEEEE.
Bottom Border If you want a line under the title bar of a portal section of the theme Traditional to give more separation, use this setting. Typically, it is the same color as the background to give a flat look but sometimes a slightly darker shade of the same color is used here such as #CCCCCC.

Sub-Title Settings

Layout - Title Bar custom field as seen on object pages
Heading as seen by administrators seen on setting pages
Font Text color for title bars and headings in the system. Typically set to a dark grey or #000000.
Bottom Border Underline color for title bars and headings in the system. Typically set to a color or light shade of grey.

List Settings

List Settings Area
Heading Font Text color for table headers. Typically a dark color such as the button color background is used here. Do not use white as column headers and tables will not show up in some areas of the system.
Heading Background Table Header background color. Typically a version of the header color at around 15% opacity. Note the header font and background color inverse when the header of a column is clicked. The sorting icons for list views are an opacity of the Heading Font, so be mindful of accessibility standards for color contrast.
Top Border Display options for the line at the top of each row in the table to give differentiation between rows. Typically set to a 1px solid FFFFFF (which is white).
Bottom Border Display options for the line at the bottom of each row in the table to give differentiation between rows. Typically set to a 1px solid CCCCCC (which is a light grey).

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.
052919 MenuIcon.png
  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.


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


For free icons

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