Branding

SECURITY  Full Access and Team Access

NAVIGATION   Access the client's Workplace Online > Configuration > Branding

When we first activate your Workplace site, default logos and color themes will be applied to your site and to your interfaces for Workplace Online, Workplace Desktop, Workplace Server, Workplace Mobile, and all emails generated by the system. These defaults are set on the Workplace Branding page in Workplace Manager.

On the Branding page, you can apply your own branding to your team Workplace interfaces and emails at any time. You can even create a custom Workplace URL for your Workplace users.

You can set color theme and logo defaults to apply to all Workplace interfaces, or you may customize these items for each interface (Online, Desktop/Server, and Mobile) individually. Emails will display the logo you select, but will not be affected by color scheme changes.

NOTE  Workplace Desktop and Server will display the branding changes. If you do not see the changes within 15 minutes, quit and relaunch the application.

Workplace Mobile for iOS requires a login event to trigger the branding changes (log out within Workplace Mobile, or upgrade Workplace Mobile, or force quit and relaunch Workplace Mobile).

Workplace Mobile for Android must be re-opened for the branding changes to show.

The Branding page also allows you to customize the logo and other text for activation, alert, and notification emails sent from Workplace in multiple languages.

The team name you enter on this page will be visible to your users in their Workplace Online interface and when they click on support links in Workplace. You can also customize the support information displayed in your users' Settings area.

This page provides detailed previews of your changes, so you'll know exactly what you're changing and what your users will see.

How to...

  1. In the Default area, edit the entry in the Team Name field:
  2. Click Save.

NOTE  Changes are applied immediately; your new team name appears in the top right corner of the page.

  1. Enter the subdomain of your choice in the Custom URL field:


    Custom URL subdomain requirements:
  • Must start with a letter.
  • May contain any alphanumeric character. The minus sign is allowed, but cannot be the first or last character, and cannot be used consecutively.
  • Maximum length is 63 characters.
  • Must pass our check against blacklisted terms.
  1. Click Save. If the subdomain you entered has already been reserved, a message will appear. Enter another and click Save again.

NOTE  Your service provider may provide their own custom URL. In that case, your team can access Workplace place via the default URL, your service provider's custom URL, or your own custom URL.

NOTE  To release your custom URL from reservation, click the Reset button.

NOTE  This information is displayed when users click the Settings link in the upper right of the Workplace Online interface.

  1. In the Default area, edit the entry in the Support Information field:
  2. Click Save.

NOTE  Unless a different logo is defined for a specific platform or area, the default rectangular logo will display in Workplace Online, Workplace Desktop, Workplace Server, and on system-generated emails, and the default square logo will display in Workplace Mobile and the linked teams menu in Workplace Online.

  1. Scroll to the logo you want to change and click the icon to open the logo editor popup associated with it:
  1. To select a new logo, click Browse.
  1. Browse to the location of the .jpeg, .gif, or .png file you want to use as the new logo. Image ratios and dimension recommendations are listed below. Workplace will automatically scale down larger images:
Type Logo Use Ratio Recommended Dimensions (in px)
Default Rectangular 12:7 168 x 98
  Square 1:1 256 x 256
Online Team flexible 98 maximum height
  Login flexible 98 maximum height
  Team icon 1:1 32 x 32
Desktop
(applies to Server as well)		 Logo 12:7 108 x 63
Mobile Logo 1:1 256 x 256
Email Logo flexible 98 maximum height
  1. Optionally, crop the uploaded logo by adjusting the crop guidelines on the image. The image preview will reflect your changes.
  2. Click Save in the popup window.
  3. Click Save on the Branding page to apply your changes.

NOTE  If you are changing the logo for a specific interface, remember to click the links under the preview pane to see the logo on different pages.

NOTE  Unless a different color theme is defined for a specific platform, the default color theme will be applied across all platforms.

  1. Scroll to the color theme you want to change and click the arrow on the right side of the Theme section to display the color selector:

NOTE  If you are selecting your default color theme, the icon appears on the system default color swatch, which is medium blue. If you are selecting a color theme for a specific interface, the icon appears on the color swatch of the default color theme you have selected if it is different from the system default.

  1. To select a predefined color theme, click a color swatch to select a theme based on that color.

    To select a theme based on a custom color, click the multicolored swatch and enter a hex code or move the slider in the rainbow bar and place your cursor in the square box to select the hue and color depth. Then click Select.

NOTE  If you are changing the color theme for a specific interface, remember to click the links under the preview pane to see the theme on different pages.

  1. Click Save.
  1. Scroll to the Online area:
  2. Edit the following sections as necessary:
Field/Section Description
Team logo

This logo will be visible to your users in the upper left corner of their Workplace Online interface.

To edit, please refer to Change a logo.
Team icon

This logo will appear in the Linked Team menu in Workplace Online.

To edit, please refer to Change a logo.
Login logo

This logo will be visible to your users on the Workplace Online login page.

To edit the logo, refer to Change a logo.
Colors (Theme)

This theme will determine the display colors for Workplace Online.

To edit, please refer to Change a color theme.
  1. Review your edits in the preview pane to the right.

NOTE  Remember to click the links under the preview pane to see your changes on different pages.

  1. Click Save.

NOTE  Branding display in Workplace Desktop and Desktop Server requires version 7.2 or later.

  1. Scroll to the Desktop area:
  2. Edit the following sections as necessary:
Field/Section Description
Logo

This logo will be visible to your users in the Workplace Desktop and Workplace Server interfaces.

To edit, please refer to Change a logo.
Colors (Theme)

This theme will determine the display colors for Workplace Desktop and Workplace Server.

To edit, please refer to Change a color theme.
  1. Review your edits in the preview pane to the right.

NOTE  Remember to click the links under the preview pane to see your changes in both Workplace Desktop and Workplace Server.

  1. Click Save.

NOTE  Branding display requires Workplace Mobile 2.3 or later.

  1. Scroll to the Mobile area:
  2. Edit the following sections as necessary:
Field/Section Description
Logo

This logo will be visible to your users in the Workplace Mobile interface.

To edit, please refer to Change a logo.
Colors (Theme)

This theme will determine the display colors for Workplace Mobile.

To edit, please refer to Change a color theme.
  1. Review your edits in the preview pane to the right.

NOTE  Remember to click the links under the preview pane to see your changes in different operating systems.

  1. Click Save.
  1. Scroll to the Email area:

  1. This logo will be visible in the system-generated emails sent automatically from Workplace. To edit the logo, please refer to Change a logo.

  2. Click the Add a new language link.
  3. Click a language to select it.
  4. Click an email type to customize it. The default email message for that message type will be displayed in the preview pane. The following emails may be customized:
Email Type When do users get this email? Customizable Fields
Activation Email Users will receive this email when their Workplace account is created. They must click the button in the email to activate their Workplace account.

Sender
Message
Signature
Alert Email Users will receive this email when Workplace sends them an alert message informing them of action that they need to take, or critical Workplace-related information such as a password reset.

Sender
Signature
Notification Email Workplace uses this email for system-generated communications, such as when an item is shared with a user, when a comment is added, when a scheduled report is delivered, etc.

Sender
Signature
  1. Repeat steps 4 - 5 for each language you wish to add. To remove a language, click the X icon to the right of it.
  2. Click Save.
  1. Click the Reset to Default Branding button.
  2. Click Reset Default Branding in the confirmation popup.