Note
You need Super Admin access to update these settings. Please reach out to your Implementation Manager or your Customer Success Manager for more information.
- Updating your user interface (UI) settings changes your organization's logo, font color, page styles, and more.
- On the left navigation, click Organization Admin > User Interface Settings.
- Update your settings:
- White CRM Logo - Not seen in the user interface at all. This is for the TE platform organization settings.
- Color CRM Logo - The logo at the top of your Total Expert page.
- Primary Color - The primary color of the left navigation.
- Secondary Color - Sidebar and header colors.
- Active Text Color - Active button sidebar text color in page headers.
- Inactive Text Color - User profile buttons and sidebar text in the headers.
-
Media Filter Layout:
- Folders & tags in top bar - Your folders and tags filters are at the top of the page when viewing different marketing assets.
- Folders & tags on the side above media types - Your folders and tags filters are on the side of the page when viewing different marketing assets.
- Folders & tags on the side underneath media types - Your folders and tags filters are on the side of the page when viewing different marketing assets.
- Media Marketing Default View - Not seen in the user interface at all. This is for the TE platform organization settings.
- Click Save Settings.
- Log out then log back into your TE account to view your changes.
Example of Color CRM Logo:
Example of Primary Color:
Example of Secondary Color:
Example of Active Color:
