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With theme settings option, you can customize or modify Adeptia Connect UI to sync with your company branding. This gives you flexibility to set color scheme, change name of entities, tabs, or buttons. Following is the list of items that you can modify or customize.

ItemDescription

Tabs

Partners, Dashboard, Transactions, Configure, and My Solution.
EntitiesUpdate Entities' Menu Name and Entity Name used throughout the application. Changes made in Menu Name of entities such as Partners, Networks, Templates, and Transactions will be reflected in side menu list in Partners and Transactions tabs. Changes made in Entity Name section will update the name of the entity in Dashboard, search bar, and while creating entities.
Landing PageThe page where user lands after logging in to the application.
Default ViewSet up the default view for an entity, there are two types of view: Tile or List.
Color SchemeChanges the color of Header, Toolbar, Hyperlink, and Button among others.
Visibility ControlShow or Hide the Home button and/or Partner option on the side menu.
Naming ConventionsOption to change the name of 'Parameter'.

Changing Theme

To customize the theme:

  1. Click Account > My Company.



  2. Select Theme Settings from the left pane.



  3. Click  to open the window in Edit mode.

  4. You can modify or customize settings for different items in the application

 

Expand
titleTab Settings

Click and expand 'TABS'

Expand
titleUpdate Tab Name
  1. You can edit the tab name for Partners, Dashboard, Transactions, Configuration, and My Solutions tabs.



  2. Click . It will refresh the application to reflect the tab changes as shown below:

Note that even if you change any tab's name, the documentation will still contain the entities' name which is used in default theme i.e. Partners, Dashboard, Transactions, Configure, and My Solution.

Expand
titleUpdate Tab Icon

  1. Click 'Update Icon' option below the icon of the particular item (say Partners)

    Image Modified

     

  2. Select an icon from the Open dialog box to replace the existing icon of Partners tab and click Open.

  3. 'Adjust Image' dialog box opens where you can change the size and position of the uploaded image. Here you can also preview the logo.

    Info
    titleNote

    It is recommended to use image with minimum dimensions 110px X 110px.

  4. Click 'Save'. Application refreshes itself to reflect the changes.

Expand
titleEntities
  1. In edit mode, click and expand 'ENTITIES'
  2. Change the Menu Name and Entity name of any entity. For example change the Menu Name of Partners to 'MPartners' and Entity Name as 'EPartner'



  3. Click 'Save'. Application refreshes itself to reflect the changes.

    Image Modified

    Changes made in Menu Name for Partners, Networks, Templates and Transactions will be reflected in side menu list in Partners tab and Transactions tab. Changes made in Entity Name will update the name of the items in Dashboard, search bar and while creating entities.


Expand
titleLanding Page
  1. In edit mode, click and expand 'LANDING PAGE'
  2. Select the default page on which the user(Company or Partner) will land, after logging in the application.



  3. Click 'Save'. Application refreshes itself to reflect the changes.



Expand
titleDefault View
  1. In edit mode, click and expand 'DEFAULT VIEW'
  2. Select from Tile View and List View from View Type dropdown. This changes the default structure of the application.



  3. Click 'Save'. Application refreshes itself to reflect the changes.

Expand
titleColor Scheme

In edit mode, click and expand 'DEFAULT VIEW'

Expand
titleHeader
  1. Click and expand HEADER'



  2. To change the font color of the text, click on color box next to Font Color option and pick a color from the palette that appears.
    Alternatively you can also write the standard html code for any desired color if any color is not present in the palette.
  3. Select the colors for Background Color and Border Color
  4. Click 'Save'. Application refreshes itself to reflect the changes.

Expand
titleComponents
  1. Click and expand 'COMPONENTS'

    Image Modified

  2. To change the color of toolbars, click on color box next to Toolbar option and pick a color from the palette that appears.
    Alternatively you can also write the standard html code for any desired color if any color is not present in the palette.
  3. Select desired colors in Headers, Hyperlinks, Alternate Rows and Side menu Background to change the color of respective items in the application.
  4. Click 'Save'. Application refreshes itself to reflect the changes.

Expand
titleButtons
  1. Click and expand 'BUTTONS'

    Image Modified

  2. To change the color of Buttons, click on color box next to Solid Button option and pick a color from the palette that appears.
    Alternatively you can also write the standard html code for any desired color if any color is not present in the palette.

  3. Select the desired colors for Light Buttons and Text Only buttons.

  4. Click 'Save'. Application refreshes itself to reflect the changes.

     

Expand
titleVisibility Control
  1. In edit mode, click and expand 'VISIBILITY CONTROL'




  2. You can choose if you wish to see or hide:
    1. Home button: Select Show if you want the user to see the Home button in the application. Otherwise select Hide.



    2. Partners: Select Show if you want to see Partners option on the side menu in Partners tab. Otherwise select Hide.



    3. Prebuilt Templates: Select Show if your Business Users to access or view Prebuilt Templates (Data Interface, EDI Inbound & EDI Outbound). Otherwise select Hide.
    4. Internal Network: Select Show if your Business Users and Partners to view the Internal Network. Otherwise select Hide.

  3. Click 'Save'. Application refreshes itself to reflect the changes.

Expand
titleDashboard Visibility Control
Use this option to control the visibility of the menu options (Overview, Transactions, Trigger, Channel) Dashboard.
  1. In edit mode, click and expand 'DASHBOARD VISIBILITY CONTROL'



  2. You can choose if you wish to see or hide:
    1. Overview: Select Show if you want the Partners or Business User to view the Overview in Dashboard. Otherwise select Hide.
    2. Transactions: Select Show if you want to see Partners or Business Users to see the Transactions. Otherwise select Hide.
    3. Trigger: Select Show if you want Partner or Business Users to view Triggers. Otherwise select Hide.
    4. Channel: Select Show if you want Partner or Business Users to view Channel. Otherwise select Hide.

  3. Click 'Save'. Application refreshes itself to reflect the changes.

Expand
titleOther Naming Conventions
  1. In edit mode, click and expand 'OTHER NAMING CONVENTIONS'.
  2.  Change the Parameter Attribute to a new name (say 'Parameter Update') to replace the text 'Parameter' with 'Parameter Update' throughout the application.



  3. Click 'Save'. Application refreshes itself to reflect the changes.

Expand
titleRestore to Default

In edit mode click on 'Restore Default Settings' to reinstate all theme settings to their Default state.

Export and Import Theme Settings

You can export theme settings, applied at one Company user, in a compressed .zip folder and import it to an instance of another company user.

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