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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.
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Tabs | Partners, Dashboard, Transactions, Configure, and My Solution. | ||||||
Entities | Update 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 Page
| The page where the user lands after logging in to the application. You can configure the landing page to be different from the home page. Expand the section, Landing Page, and follow the instructions to change the landing page. Note: You can also directly navigate to the manage page or a filtered set of templates or transactions instead of the Home page as you log in to Adeptia Connect by using the URL of that specific page. | ||||||
Default View | Set up the default view for an entity, there are two types of view: Tile or List. | ||||||
Color Scheme | Changes the color of Header, Toolbar, Hyperlink, and Button among others. | ||||||
Visibility Control | Show or Hide the Home button and/or Partner option on the side menu. | ||||||
Dashboard Visibility Control | Use this option to control the visibility of the menu options (Overview, Transactions, Trigger, and Channel) Dashboard. | ||||||
Naming Conventions | Option to change the name of Parameter. | ||||||
Portal Mode | Use this option to customize the session time-out message, command button's text, and URL to which you want to redirect the user. |
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Changing Theme
To customize the theme:
- Click Account > My Company.
- Select Theme Settings from the left pane.
- Click to open the window in Edit mode.
You can modify or customize settings for different items in the application.
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Click and to expand TABS.
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In edit mode, click and to expand DEFAULT VIEW.
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Use this option to control the visibility of the menu options (Overview, Transactions, Trigger, and Channel) in Dashboard.
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When you are running Adeptia Connect in portal mode, you can customize the session time-out message, command button's text, and URL to which you want to redirect the user. Perform the following steps to customize the settings:. Adeptia Connect also enables you to configure the Help Link Text and URL to redirect a user to a help document other than the Adeptia Connect Help. This feature allows you to configure the Help Link and Text for all the users globally or for an individual user based on the role. You can modify the Help Text and URL for the followings features in Adeptia Connect;
This features is of great use when you want to limit the access for users to the help pages for specific features instead of allowing them to access the entire Adeptia Connect Help documentation. And the configuration in terms of links and text varies depending upon the application components, for example, while you can change both the Help Text and URL for the Connect Portal, you can change only the URL for other features.
Configuring the Help Text and URL globally Perform the following steps to configure the Connect Portal Help Link Text and URL: Anchor | | Global | Global | In edit mode, click Image Removed to expand HELP LINK and then CONNECT PORTAL HELP LINK.
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You can redirect the user to an internal or an external URL. |
Click Save.
Similarly you can modify the Help URL for other features appearing in the HELP LINK menu.
Configuring the Help Text and URL based on an individual user's role
Perform the following steps to configure the Connect Portal Help Link Text and URL:
- Go to Account and click Roles
- On the next screen, for a specific user, click More and select Other Policies.
- In the Help Link window, perform the steps as explained in the previous section.
- In edit mode, click to expand PORTAL MODE section, and then SESSION EXPIRED.
- In the Message field, type the message you want to show on the session time-out page.
- In the Button Text field, type what you want to show as a label for the button.
In the URL field, enter the URL to which you want to redirect the user.
Note You can redirect the user to an internal or external URL. Click Save.
title | Help Link |
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Note You can redirect the user to an internal or external URL. Click Save.
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In edit mode, click Restore Reset to default to restore all Theme Settings theme settings to their Default 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.
- Click Account > My Company.
- Select Theme Settings from the left pane.
Click Export to download your theme settings to a compressed file. This file contains current Theme settings.
Info Note that you cannot download a file when default theme is appliedYou'll not be able to export or download the default theme.
Click Import and upload this compressed file (.zip folder is downloaded using the Export Button) to apply this theme on Adeptia Connect.You can use this exported file whenever you wish to apply this downloaded theme. To apply an exported theme, click Import and select the exported file containing the theme settings.
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