Overview
Welcome back. In this step of the implementation process, you’ll set up your portal’s branding. After this step, you’ll move onto step 4 – Fields and categories.
Please note, only 'Super' level admins can complete this step as this level of access is necessary to access the 'Brand' area of your portal.
To complete this step, navigate to Admin → Account → Brand and follow the actions below:
Check and update your portal's branding
Check your organisation name and main logo. Your organisation name and main logo will be pre-loaded into the platform for you. You can update your logo at any time. For concerns about the organisation name, please contact support.
Optionally upload your Fav icon. Otherwise, the Tribal Habits Fav icon will be used.
Update your Primary and Highlight Colours. These colours are used throughout your portal and in various elements within your training content. We recommend using colours that can work well with white text on top.
Review your default certificate
Learn more about this process here.
Review your Login Page
Upload your Login Page Image (ideal dimensions - 512 x 300 px)
Update your Login Page Text. You can also change the colour of the Login Page Text via Text Colour
Add a large background image (ideal dimensions 1000 x 1000 px and file size <250KB). For background opacity - if it's set to 0 it means you only see your 'Primary Colour'. If it's set to 100 it means you only see the image.
Review your Learner Homepage tab branding
Dashboard Tab
Training Tab
Catalogue Tab
Create Tab
Profile Tab
Team Tab
Assess Tab
Forums Tab
Update additional portal information
🔹Primary Admin details
Enter the Primary Admin name. The Primary Admin isn't a specific user in your portal. It's a label that appears as the sender of emails sent from your portal.
Enter the Primary Admin email address. This address receives replies to Primary Admin notifications, as well as help requests that users submit from their learner dashboard.
Best practices
Name: Use the name of your organisation or department, for example "ACME Training" or "XYC Learning and Development."
Note: The name can't include special characters such as &, #, commas (,), semicolons (;) or colons (:).
Email address: This can be an individual's address or a shared group address monitored by several people. Either way, make sure it's actively monitored, since it will receive emails from both the portal and your users.
🔹Timezone
When setting up your new Tribal Habits portal, our team confirmed your organisation's portal timezone and applied it to all admins in your portal. This timezone is used for reporting purposes.
Most likely, you won't need to do anything here but it's worth checking the timezone that's been set and reviewing this support article to understand how timezones are managed.
🔹Landing Page
When logging in to Tribal Habits, all users are directed to the Dashboard – Overview page by default. Organisations can choose a different default landing page if preferred, which is particularly useful if their users typically spend more time on a specific page.
To learn more, read our article about landing pages.
Best Practices
We use white text in some locations throughout the platform. For best use of the platform, primary and highlight colours should have a high contrast ratio with white. There is a contrast ratio checker beside the colour selector – aim for a ratio of at least 3:1.
Organisations can also have multiple portals, each with different brands, all within one subscription. Learn more about our multi-portal feature in this article.