Portal Look and Feel


Login Page Customization

This document demonstrates how to customize Login page in Decisions. Example: Our Portal in this example is set to ‘Show different logo on Login Page’. But the logo is small… We are going to customize...

Changing Portal Settings and Appearance

The Edit Portal Settings screen allows you to modify portal settings that change the portal's appearance and behavior. Options include setting the portal to lock automatically after a set time, changing...

Changing Branding

Branding the Installer To ensure proper branding, the following files must be in the same folder as the installer.exe and .MSIs during installation License.rtf: the file that is called to populate...

Changing Logo and Portal Name

Customize the logo image and portal name to brand your version of the system. Use the Edit Portal Settings pop-up to change the logo and portal name that appears above the address bar.  Changes made...

Changing Portal Theme

The portal theme sets the appearance of portal colors in title bars and page components. The portal provides many themes by default. Change the theme by selecting it at the System folder level, or by...

Editing a Theme

The portal theme sets the appearance of colors, gradients, fonts, and images in the portal. It can also set default settings for the portal's mobile app and other devices. Many themes are included with...

Customizing Default Page Style and Behavior

The default portal page contains components and settings that are available on every portal page. Customize the page style and behavior of the default portal by selecting it in the folder System >...

Setting Portal Height and Width

The portal height and width are customizable and can be set in the Edit Portal Settings pop-up. Example Because the portal's height does not match the screen's height, a vertical scroll bar appears...

Showing/Hiding Default Folders in Folders Tree

Default portal folders include Knowledge Base, Service Catalog, Recent, Favorites, and My Home. Hide or show these folders using the Edit Portal Settings pop-up.  Example To begin, navigate to the...

Styling the Portal Header with Custom Themes

Custom themes can be used to restyle the portal header and other visual elements within the system. To create a custom theme, navigate to System > Themes, select the Create new theme action and, in...

Hide the Folder Tree Upon Startup

The Portal has options for allowing the Administrator to configure the portal to show or hide the folder tree on startup. By default, the folder tree display is on and therefore the folders list on...

Setting Default Folder for Portal, Group, and User

The default folder is the folder selected within the Folders list once a user logs in to the portal. An Administrator can set this default folder by user or by group. However, if a user decides...

Changing Default Folder for User

Being able to customize how the portal looks enables users to optimize the platform.  It is possible for an administrator to change the default folder for a user that appears when the user opens the...

Specifying Get Help and Contact Us URL on the Login Form

The login form provides an area for the user name and password, but it also has buttons for selecting help and to see contact information for the organization. To set up the Get Help and Contact...

Configuring the News Feed on Login Page

  The login form provides an area for the user name and password, Help Button, Contact Information, Button and a News Feed area. To set up the News Feed on the login form you would navigate to the...

Changing Minimum Portal Size

The minimum portal size can be customized by changing the height and width in the Portal Settings. The portal will enforce the size specified here as the minimum size allowed. Example In this example,...

Changing Browser Behavior Based on Portal Size

The Portal browser behavior can be changed based on the portal size in the Portal Settings. The browser behavior will vary depending on the browser type used.   To change the behavior, navigate...