Overview
In this step, you’ll review your portal’s branding and make any changes so it matches your organisation. Your branding appears throughout your portal, in your training (including library topics) and on certificates.
Note: For new portals, we usually set up your logo, colours, login page images and learner homepage banner images when we create your portal. You only need to change these if you’d like something different. If you’re reviewing an existing portal, check each section, as some may not have been set up or may need updating.
This is step 3 in the implementation process. After this step, you’ll move on to Step 4 - Fields and categories.
Warning:
Only Super Admins can access the Brand page. If you can’t see Admin → Account → Brand, check your admin access level.
Custom certificates are available on Business plans only. They’re not available on Lite plans.
How to complete this step
Go to Admin → Account → Brand, then click Edit on each section to complete the actions below. Learn more about customising your portal’s branding.
Check your organisation name and main logo. These are usually set up for you. You can update your logo at any time. To change your organisation name, contact us through Admin Help.
Review your colours. Your Primary, Highlight and Interaction colours may already be set up. Update them if you’d like different colours. These are used throughout your portal and in your training.
Choose your fonts (optional). Select your Body, Heading, Instructional and Button fonts, or keep the defaults.
Add your favicon (optional). This appears in the browser tab. Your portal uses the Tribal Habits favicon unless you upload your own.
Set up your certificate (Business plans). Your portal comes with a Standard Certificate. You can create a custom certificate and set it as your default. Learn more about creating and customising certificates.
Review your login page. Check your login page image and background image, and add a welcome message in the Login Page Text. Update the images if you’d like.
Review your learner homepage tabs. Check the banner image for each tab and page, such as Dashboard and Training. Update the banner images or add text if you’d like. Learn more about setting up your learner dashboard.
Best practices
Choose colours that work with white text: Tribal Habits uses white text on your colours in some places, so darker colours work best. Use the contrast checker beside the colour selector and aim for a ratio of at least 3:1.
Avoid red or green interaction colours: Your interaction colour is used for most links and icons. Red or green hues can make warning and confirmation colours, such as delete buttons, harder to recognise.
Set your fonts early: Your fonts apply to all topics, including library topics. If a creator has already chosen a specific font in an element, that element keeps its font, so setting your fonts before building training saves updating them later.
Choose readable fonts: Avoid highly stylised fonts, especially for body text. If your brand font isn’t available, choose the closest match from the list.
Keep image file sizes small: Smaller images load faster for your learners, especially on the login page.
Check your login page if you use SSO: If Enable auto-redirect for SSO login is on, most users won’t see your login page. If you have a mix of SSO and non-SSO users, consider turning on Hide local login fields so SSO is the main option.
Consider multiple portals for different brands: You can have multiple portals with different branding in one subscription. Learn more about multiple portals.
For more ideas, see our branding tips and tricks.
Examples
Small organisation: This organisation is on a Lite plan. They’re happy with the branding set up for them, so they add a welcome message to their login page and keep the default fonts and Standard Certificate.
Medium organisation: This organisation chooses fonts close to their brand fonts before building any training. They create a custom certificate with their logo and set it as the default. They update the Dashboard tab with a welcome message and a new banner image.
Large organisation: This organisation uses SSO for staff, while contractors log in with a username and password. They turn on Hide local login fields and label the link “Contractor login”. Their brand colour is red, so they choose a dark blue interaction colour instead.
Next step
Continue to Step 4 - Fields and categories.