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3 - Branding

In this step, you'll set up your portal's branding.

Kathleen McGahey avatar
Written by Kathleen McGahey
Updated over a week ago

Overview

Welcome back. In this step of the implementation process, you’ll set up your portal’s branding. This is step 3 in the implementation process (it follows step 2 – Admin roles). After this step, you’ll move onto step 4 – Fields and categories.

How to complete this step?

To complete this step, navigate to Admin Account Brand and follow the actions below:

  1. 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.

  2. Check and update (if necessary) your Primary Admin Name and Email. Learn more about the ‘Primary’ admin here.

  3. Check your default certificate and it's settings or create and manage new certificates. Learn more about this process here.

    • 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.

  4. Update your Explorer Dashboard, including the text and banner image of the:

    • Training Tab

    • Catalogue Tab

    • Profile Tab

    • Team Tab

    • Assess Tab

    • Forums Tab

What are the best practices with this step?

  • 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.

  • The Primary Admin Name and Email is the label put on all notifications from your portal. It’s not an actual user but just a label used on notifications. So the Primary Admin’s ‘name’ might just be your organisation’s name (e.g. ACME) or might be the team which runs training at your organisations (e.g. ACME Training). It should be a name your learners would recognize in their inbox. For the email, it can be any email you like but is often a shared inbox, such as [email protected]

  • Organisations can also have multiple portals, each with different brands, all within one subscription. Learn more about our multi-portal feature in this article.

What are examples of this step in action?

Small organisation:

Upon navigating to the brand panel, our smallest organisation updates their login page image and text. They also check their primary and highlight colours, noticing they do not contrast well against white. The organisation tweaks their colours slightly to allow for good contrast. They also update their Primary Admin Name, leaving the Primary Admin Email the email address for the training manager (not a shared email address). They also decide not to update their favicon.

Medium and Large organisations:

Both our medium and large organisations complete all 6 steps, ensuring they update their Primary Admin Name and Email to their shared training inbox.

Our large organisation also wants to have a separate portal for their customer training, which has slightly different branding and a separate set of admins. They contact Tribal Habits support to active another portal in their subscription, with its own URL and branding, and can then copy content between their portals (re-using staff training for customers for example).

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