Branding your DeskDirector Portal via Brand Packages

You can easily define branding for your DeskDirector portal from the admin console. In this article we will explain how to set them up and where they will be used.

Branding the Portal using Brand Packages

As of February 2022, a new way to deploy custom branding for your DeskDirector Portal was introduced -- Brand Packages. This enables you to deploy custom branding for specific companies, or for your custom domains.

Start creating your brand packages via admin console > System > Brand Packages

Host Package vs Custom Package

The main difference between them is that host package is deployed for a specific host name/custom domain. This comes handy if you have multiple custom domains you want to deploy specific branding for each. The service host can't be changed and is specifically assigned to the URL

Custom Package on the other hand can use any host URL available and can be updated anytime.

Brand Packages Elements

There are several elements that can be specified/customized for every brand package you will create.

Portal Title

This is basically what your portal will be named to. For example, if your company name is VeryAwesomeITPeople, you can use VeryAwesomeITPeople Support Portal as your portal title. You can use any title that you prefer. It will be displayed inside the portal, on a browser tab, and when the site is saved into someone's mobile home screen.

Email delivery account

The deployment of brand package, also enabled us to deploy specific email delivery accounts for each. This way, a specific mailbox can be used for email notifications for certain hosts/companies

With our old setup, every email is sent out from one delivery account. With recent updates, specific email delivery accounts can be created and used for email notifications.

With this setup, you can have an email delivery account from support@companyA.com and be assigned to Company A, then another email delivery account for other hosts/companies.

Service Host

Your DeskDirector URL and any custom domains added to the instance. This value is used inside email templates that reference the DeskDirector URL token.

Color Themes

This is controlled by the Portal Theme and Advanced Theme section. Here you can specify the global color scheme for the portal. Here's a separate article about theming in DeskDirector.

Logo Images

Favicon

Favicon is typically used in web browser's tab. It is used to help indicate which website the tab belongs to. Here is a screenshot of both the Portal Title and the Favicon defined and how it will look on a browser tab.

Logo is used in portal's login screen and in the left side menu after logging in. It is recommended to use a PNG with a transparent background as this can easily adjust to whatever colors are used when theming your DD Portal.

As of v3.3 of the Portal, any changes to the logo will also affect the Desktop Portal.

The mobile logo will be used when the web portal is added into a smartphone's home screen. Any changes to the mobile logo will not automatically change logo in the smartphone's home screen as this is cached in the phone. The user will need to delete and resave the web app into their home screen.

Creating Brand Packages - Tutorial

41 STEPS

1. Open DeskDirector Admin Portal and click System.

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2. Click Brand Packages.

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3. To create a new Brand Package, click New.

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4. Click Custom Package.

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5. Type the Name for your brand package.

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6. Then, type the Portal Title. This will be displayed as the heading of the portal.

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7. Next, click Server host.

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8. Select the URL of your DeskDirector server.

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9. Click Create.

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10. To setup the email delivery account, click the three-dot menu beside it.

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11. Click Setup Account.

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12. Select the email account. Click Default.

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13. Click Select.

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14. You can apply a custom style on the client portal. To enable this, toggle the Override default settings switch.

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15. Click the color dropdown to choose a color for the portal.

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16. Let's click Green.

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17. The background of the sidebar can be set to dark. Tick the Dark side nav checkbox.

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18. In the Logo images section, you can upload custom logos. To upload a new favicon, click choose a file in the Favicon section.

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19. Once you select the custom image from your files, it will be displayed in the preview box.

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20. Similarly, to upload a new Logo, click choose a file in the logo section and select the image from your local files.

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21. Lastly, to upload a Mobile Logo, click choose a file in this section and select the image from your local files.

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22. In the Advanced Theme section, you can customize the colors of different UI components in the portal. We will look at a few of these now.

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23. Click the Top navigation bar.

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24. To set the color of the text at the top of the portal, click the box icon.

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25. In the search box, type the name of the color. Type white.

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26. Click white to apply it.

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27. Similarly, to change the background color, click the box icon beside it.

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28. This time, type yellow.

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29. Choose the shade of yellow that you want.

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30. To change the components of the Menu, click Main Menu.

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31. To change the color of the active menu text, click the box icon.

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32. Type Orange into the search box.

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33. Click the shade of orange that you want.

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34. To change the colors of the Primary buttons, click Primary button.

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35. To change the text color of the button, click the box icon beside it.

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36. Type black in the search box.

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37. Click the black color option.

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38. Similarly, you can edit the colors of the other UI components. All the changes are auto-saved as soon as they are selected.

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39. To go back, click Brand Packages on the menu path.

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40. Now we can see that our new Brand package has been created and is ready to be used.

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41. That's it. You're done.

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2346794/Creating-Brand-Packages

Applying Brand Packages - Tutorial

11 STEPS

1. Open DeskDirector Admin Portal and click Portal.

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2. Click Companies.

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3. Select a company. Click Blade Organics.

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4. Click Branding.

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5. To change branding from default to custom, click the three-dot menu under Brand Package.

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6. Click Override brand package.

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7. Select one of the custom choices. Let's go with Corporate Branding.

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8. Click Select.

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9. This will apply the new branding.

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10. In the client portal, our new brand package has been applied, for all company members.

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11. That's it. You're done.

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2346809/Applying-the-brand-package

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Color Theming a Portal via Brand Packages

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