Edit the current corporate identity

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

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

3. Note: if all corporate identity fields are not editable, then this corporate identity is inherited and cannot be changed.

Create and set a new corporate identity

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

2. Navigate to the ‘Corporate identity' 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

3. Now create a new corporate identity by:

   1. pressing the '+' on the top right corner

   2. press ‘Search’ to show the list of available corporate identities and click on 'New'

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

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

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

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

Color the corporate identity

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.

Skin items (additional color customization options)

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

1. Click ‘New’ in the skin item include;

2. Set the ‘Logical color’ (explained in more detail below);

3. Pick a Color;

4. Click 'Save and return';

5. 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
Heading level 1	Page header color
Heading level 2	Include header color
Highlight	Startboard button color
Selected	Selected lines color

Add a logo

To add a logo click the paperclip icon:

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.

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 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. If the user logs out and logs in again, the preview is no longer visible.

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

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