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Difficulty: novice

Content

Table of Contents
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Learning Objectives

After reading this article you will be able to:

  • Customize the corporate identity of an environment

What is a corporate identity?

General

The corporate identity is

...

used to apply

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(custom) colors

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and logo

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to

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the Workplace Management environment.

...

For our Workplace training environment we use the default Spacewell colors scheme, for example:

...

The customer can add their own colors and logo to make the application more in line with the companies identity.

By default the Workplace Management environments corporate identity is the following:

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Expand
titleEdit the current corporate identity

Edit the current corporate identity

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Press the ‘Client settings’ button on the startBoard)

  1. Go to ‘Client settings' → 'Interface’ tab

  2. Navigate to the

...

  1. current corporate identity by clicking the magnifying glass next to the field

  2. Note: if

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  1. all corporate identity

...

Info

Keep in mind: the identities shown in this list are all baseline identities that are set to available. All other identities can be found in the settings page → tab interface → speaker icon in the top right corner.

...

  1. fields are not editable, then this corporate identity is inherited and cannot be changed.

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Expand
titleCreate and set a new corporate identity

Create and set a new corporate identity

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Press the ‘Client settings’ button on the startBoard) or via the navigation menu > Admin > Setup)

  1. Go to ‘Client settings' → 'Interface’ tab

  2. Navigate to the

...

  1. ‘Corporate identity

...

  1. '

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  1. field and click on ‘>’ to open the side menu and then click '…’.

    1. If there was no corporate identity filled in, the button '…' is directly availble to click on

  2. Now create a new corporate identity by:

    1. pressing the '+' on the top right

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    1. corner

    2. press ‘Search’

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Give the new corporate identity a name.

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You can now configure and test the new corporate identity.

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To apply the new corporate identify set the new corporate identity in the Corporate identity field on the Interface tab.
Tip: only set the new corporate identity, when you’ve tested it thoroughly.

...

    1. to show the list of available corporate identities and click on 'New'

  1. Enter the corporate identities name, primary colors and a logo.

  2. Click on 'Preview trial version' and refresh your browser to see a preview of the corporate identity.

  3. Once the corporate identity is final, click on 'Publish trial version'.

  4. Set the created corporate identity in the corpoirate identity field to apply it for all users.

Info

Next to applying a corporate identity on client level, it is also possible to apply a different coporate identity per user profile. All users with that particular user profile will have the deviating corporate identity.

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titleColor the corporate identity

Color the corporate identity

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In the picture we can distinguish between the different color options. Aside from picking a color using the color wheel, Workplace also accepts color codes.

Info

Keep in mind that the Third color, for now, has no function. All other colors can be traced back from the picture, the hyperlink color is used for some of the text shown in the headers (also shown in the picture).

Important settings:

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There are several colors which can be applied to different Workplace Management components. Pick a color via the color picker tool or enter a hex color code. See the example of the different colors in the above screenshot.

Name

Description

Name

...

A mandatory name for the corporate identity.

Published version

Status of the published version. Before being able to use the corporate identity

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, the status needs to be

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‘Available’.

Trial version

Status of the trial version

...

.

First color

The top header

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Second color

The

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navigation menu

Third color

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This color currently has no function.

Fourth color

The sub header

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Hyperlink color

Header text

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Expand
titleSkin items (additional color customization options)

Skin items (additional color customization options)

Skin items allow you to further customize the corporate identity. To add a skin item:

  1. Click

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  1. ‘New’ in the skin item include;

  2. Set the

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  1. ‘Logical color’ (explained in more detail below);

  2. Pick a Color;

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OK.

  1. Click 'Save and return';

  2. Publish the trial to preview the added skin item

Logical color

The most commonly used logical color are explained below.

Logical color

Explanation

Preview

Workflow

Workflow button color

...

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Heading level 1

Page header color

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Image Added

Heading level 2

Include header color

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Highlight

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Startboard button color

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Selected

Selected lines color

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Info

Note: logical colors other than we explained in the table above are experimental and most likely will not work yet.

Image Removed

Image Removed

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Image Modified

Image Modified

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titleAdd a logo

Add a logo

To add a logo click the paperclip icon:

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Image Added

To add a logo to your environment it needs to meet a number of requirements.

  • It must be an .png or .svg file.

  • Support transparency.

  • The number of pixels must be 4:1 (e.g. width 400px and height 100px).

  • The maximum size of the image is 640px by 160px.

  • The minimum size of the image is 160px by 40px

...

  • .

Expand
titleView/publish the corporate identity

View/publish the corporate identity

After changing the settings of the corporate identity it can be previewed:

  1. Click ‘Preview trial version’. The status of the

...

  1. trial version will now switch to 'Ready for publication'.

  2. To preview the settings, refresh the page by clicking on the refresh button on your browser or press the logo on the top left of the page.
    Note: The preview version is only shown to the user that pressed the ‘Preview trial version’ button.

...

  1. If the user logs out and logs in again, the preview is

...

  1. no longer visible.

...

Use your history to navigate back to the corporate identity.

  1. Click ‘Publish trial version’ to save the trial version. The status of the published version will now switch to

...

  1. ‘Available’.

  2. Alternatively press the ‘Discard trial version’ if you don’t like the new settings.

Tip

After viewing the trial version, the button

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‘Preview trial

...

version’ will change into

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‘Publish trial

...

version’. It will only be possible to view another trial version after changing at least one of the colors and saving the page by clicking the save icon in the top right corner.

...

Summary

Rw ui textbox macro
  • Corporate identities are used in every environment

  • Corporate identities are customization

Exercise

  •  Create a new corporate identity by copying the default corporate identity.
  •  Change the colors to your liking and add a logo.
  •  Publish your corporate identity so that the status of ‘Published version = Available’.

Search

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