ama

Branding Your System

You can customize colors and logos in the user interface to match your brand using the Manage Appearance page.

On this page

Configurable options

The following table shows the configurable options for the user interface.

Option

Description

Instance name

Sets a custom name for the instance.

Environment bar

Sets a name and colors to display the name of the environment for all pages. This feature is disabled by default.

Advanced Options

Sets additional colors for menus, pages, headers, field borders, and footers.

Header

Sets the image that appears next to the logo, such as a tag line.

Footer

Sets the logo that appears in the lower left corner of the user interface.

Field Name alignment

Sets field name alignment for record pages, questionnaires, save reports, and Add and Display forum pages.

Field Name contrast

Sets bold field names for record pages and questionnaires. Bold field names improve contrast and readability in record pages and questionnaires.

Note: This option is enabled by default.

Set the instance name

  1. Go to the Manage Appearance page.

    1. From the menu, click Admin menu.
    2. Under Appearance, click Appearance.
  2. In the Instance Name section, enter a name for the instance.
  3. Click Save.

Configure the environment bar

  1. Go to the Manage Appearance page.

    1. From the menu, click Admin menu.
    2. Under Appearance, click Appearance.
  2. In the Environment bar section, select Display Environment Bar.
  3. In the Name field, enter a name for the instance.
  4. In the Background field, select a color.
  5. In the Text field, select Black or White.
  6. Click Save.

Select your logos

  1. Go to the Manage Appearance page.

    1. From the menu, click Admin menu.
    2. Under Appearance, click Appearance.
  2. In the Graphics section, do 1 or both of the following:
    • In the Header field, click Edit.
    • In the Footer field, click Edit.
  3. Do 1 of the following:

    • Select an existing graphic.

      1. From the displayed list, select a graphic.
      2. Click Choose Selected.

    • Add your own image. The image upload control supports only .png, .gif, .jpg, and .jpeg file types.

      1. Click Add New.
      2. Click Select Image.
      3. Select an image from your computer.
      4. Click Open.
      5. Click Upload.
  4. Confirm that the image appears in the preview.
  5. Click Submit.

Delete logos

  1. Go to the Manage Appearance page.

    1. From the menu, click Admin menu.
    2. Under Appearance, click Appearance.
  2. Choose 1 of the following:
    • To change the header, under Header, click Edit.
    • To change the footer, under Footer, click Edit.
  3. Select graphic to delete.
  4. Click Delete Selected.
  5. Confirm your selection.

Set the field name alignment

  1. Go to the Text section of the Manage Appearance page.

    1. From the menu, click Admin menu.
    2. Under Appearance, click Appearance.
    3. Go to the Text section.
  2. In the Field Name Alignment field, choose 1 of the following field name alignments:
    • Right
    • Center
    • Left

    A preview of the alignment displays in the Preview field.

  3. Click Save.

Update field name contrast

Contrast in records and questionnaires is improved with bold field names. Field name contrast is enabled by default.

  1. Go to the Text section of the Manage Appearance page.

    1. From the menu, click Admin menu.
    2. Under Appearance, click Appearance.
    3. Go to the Text section.
  2. In the Field Name Contrast field, clear or select Bold Field Names.
  3. Click Save.

Reset the appearance

  1. Go to the Manage Appearance page.

    1. From the menu, click Admin menu.
    2. Under Appearance, click Appearance.
  2. Click Reset to Default.