How to customise your platform

Modified on Wed, 15 May at 10:58 AM

Overview:

Platform administrators with the relevant permissions can change the look and feel of certain parts of your platform using simple What You See Is What You Get (WYSIWYG) design tools. 


Including: 

  • the system font and colours, 

  • create & edit tables 

  • paste text from other MS editors into your platform’s editor. 


This article covers the following topics:


  • Opening your Platform Customisation settings

  • Updating the Page Settings of your platform

  • Updating the Image Settings in your platform

  • Updating the Terms of Service for your platform

  • Updating the Privacy Policy for your platform


To open your Platform Customisation settings:


Click the hamburger icon () to open the menu. The menu opens in a left-hand sidebar.


An arrow pointing to the Settings page listed in an internal user’s view.


Select the Settings page. Click the Manage Platform Customisation button.


An arrow pointing to the Manage Platform Customisation button in the Settings page in an internal user’s view.


To update the Page Settings in your platform:


By default, there are four elements you can change in your page settings, including:


  • Layout alignment 

  • Enabling to show or hide on password fields. 

  • Login header

  • Login subheading 


Arrows pointing at the four editable sections of page settings


To update the Image Settings for your platform:


You can change the logo and background image that are displayed on your platform’s login page. The logo appears above the login form in the sidebar and the image will display behind it as the page background. 


The WYSIWYG editor for your platform’s Image Settings in the Platform Customisation settings page


The recommended maximum width of your logo is 310 pixels width by 160 pixels height.


For best results, we recommend the image size of your login page background is 1280 pixels in width by 1080 pixels in height.  


To update the Terms of Service for your platform:


You can write your own Terms of Service in the editor and update it as often as you like. It will displayed as a link at the bottom of your platform’s login page. 


You can also change the semantics of what you would like your Terms of Service to be named.


The WYSIWYG editor for your platform’s Terms of Service in the Platform Customisation settings page.


To update the Privacy Policy for your platform:


Like the Terms of Service, you can write your own Privacy Policy and update it as often as you like. This will also be displayed as a link at the bottom of your platform’s login page. You can also change the semantics of what you would like your Privacy Policy to be named.


The WYSIWYG editor for your platform’s Privacy Policy in the Platform Customisation settings page.



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