Customization

Customization settings allow you to change the appearance of the Interact user interface. This area is only available if you are an administrator. You can create themes that control the following:

  • Theme name – This is also the brand name that will appear on the user interface.
  • Brand color – This is the color that will be used by buttons and labels in the user interface.
  • Brand logo – This is an image that will be used as the logo on the user interface.

You can create multiple themes which can be applied dependent upon the user, providing a different look and feel depending on who logs in. The default theme is automatically selected when creating a user, however, this can be changed.

To open the Customization page, click your profile icon to open the Settings page, and then click Customization.

When you open the Customization page, the default theme displays:

This provides you with the following information and functions:

  1. Name of the currently displayed theme.
  2. Edit – Edit the theme that is currently displayed.
  3. Save – Save any changes you have made. This icon is only active when you are editing a theme.
  4. Delete – Delete the currently displayed theme. This icon is only active if you have more than one theme.
  5. Make default – Set the currently displayed theme to be the default for the system. This icon is only active if the current theme is not the default.
  6. Change theme – Select which theme you want to display on the page.
  7. Create theme – Create a new theme.

Edit and save a theme

  1. On the Customization page, click Edit theme.

    The Theme page becomes editable, indicated by the Edit theme button changing to a Cancel button and the Reset buttons becoming active.

  2. If required, change the theme Name.

    As you type, the Create theme title also changes.

  3. If required, change the Primary color by clicking the color bar. You can:
    • Select a color using the sliding bar.
    • Enter a value using the text boxes. You can click on the icon to toggle between the different types; RGB, HSL or Hex.
  4. If required, click Upload to change the logo to a file of your choice.

  5. Click Save to save your changes. If you do not want to save your changes, click Cancel.

    The Save button will only become active once you have made a change to theme setting.

Delete a theme

  1. With the theme you want to delete shown on the screen (see Change the theme), click Delete.

    A message displays asking you to confirm the deletion.

  2. Click Yes to delete the theme.

Set a new default theme

  1. With the theme you want to use shown on the screen (see Change the theme), click Make default.

    (Default) appears next to the theme name and a notification appears confirming the change. The theme change will be seen in Interact.

Change the theme

The Change Theme icon changes the theme that you are currently viewing. If you want to make changes to the theme itself, you need to edit the theme.

  1. On the Customization page, click Change theme.

    A list of available themes displays.

  2. Click the theme you want to view.

    The selected theme displays.

  3. Close the list to return to the main tools.

Create a new theme

  1. On the Customization page, click Create theme.

    The Create theme page displays.

  2. Enter the theme Name.

    As you type, the Create theme title also changes.

  3. Click the Primary color bar to change the color. You can:
    • Select a color using the sliding bar.
    • Enter a value using the text boxes. You can click on the icon to toggle between the different types; RGB, HSL or Hex.
  4. Click Upload to change the logo to a file of your choice.
  5. Click Create theme to save your new theme.