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Customize Branding

Updated

Branding allows global administrators to customize how SmartSimple looks for all users. The initial branding is applied during implementation, and administrators can update it at any time. For branding settings, see Branding Settings Reference.

Who: Global administrators

When to Customize Branding

Customize branding when:

  • Applying the organization's logo or brand colors to SmartSimple for the first time.
  • Updating the system after an organizational rebranding.
  • Copying tested color and style settings from a backup or staging environment to production.

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Upload a Logo and Favicon

Upload a logo and favicon to display the organization's branding in the system header and browser tab.

NOTE  The logo displays within a 40px × 200px container. Recommended upload dimensions are 112px height × 560px width, at 10–20 KB file size and 150 ppi. PNG with a transparent background is recommended; JPG and GIF are also accepted. For best results, use a version of the logo optimized for small formats.

To upload a logo and favicon:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Branding tab.
  2. Locate the Logo field, click the Browse button, and then click the applicable file.
  3. Locate the Favicon field, click the Browse button, and then click the applicable file.
  4. Click Save.
  5. Press Ctrl+F5 (PC) or Cmd+R (Mac) to clear the browser cache and view the update.

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Set Logo Text

The Logo Text field sets the alt text for the logo. This text appears if the image fails to load and is used by screen readers.

To set the logo text:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Branding tab.
  2. Locate the Branding section, click the Logo Text field, enter the organization name or a brief description of the logo, and then click Save.

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Modify Colors and Styles

Update the system's color scheme to match the organization's brand.

NOTE  Color settings apply to all users. The colors visible to an administrator are identical to those seen by applicants and other user types.
  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Branding tab.
  2. Locate the Branding section and click Colors and Styles.
  3. Click the applicable field, click the color picker to choose a color or enter a hexadecimal value, and then click Save.
  4. Press Ctrl+F5 (PC) or Cmd+R (Mac) to clear the browser cache and view the changes.

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Import and Export Colors and Styles

Copy color and style settings between SmartSimple environments, for example, from a backup or staging environment to production.

Export Styles

To export settings from the source environment:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Branding tab.
  2. Locate the Branding section and click Colors and Styles.
  3. Click the Export Styles button in the action bar near the page header.
  4. Click Copy.

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Import Styles

To import settings into the target environment:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Branding tab.
  2. Locate the Branding section and click Colors and Styles.
  3. Click the Import Styles button in the action bar near the page header.
  4. Click the blank textbox and paste the copied code.
  5. Click Import.
  6. Click the Close [X] icon, and then click Save.
  7. Press Ctrl+F5 (PC) or Cmd+R (Mac) to clear the browser cache and view the changes.

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