Customize Client Portal Colors

Who can use this feature?
  • Global Administrators and Client Portal Administrators can configure these Client Portal settings.
  • Available in the Admin Portal.

This article will help Client Portal designers to understand the Client Portal Styles menu options within the TDAdmin. Each section presents images illustrating the default Client Portal style settings and example custom colors. The example colors serve only to clearly illustrate the relationship between style and display configurations; they are not recommended as best practices. 

In this article, we'll cover:

How to Customize the Client Portal Color Scheme

To customize the Portal styles:

  1. Open the Client Portal settings:
    • Technicians: In the Client Portal, click your name in the top right, select Admin 
    • Global Admins: In TDAdmin, click Applications > Client Portal name 
  2. Click Styles in the left navigation.
  3. Modify the colors to match your organization's branding for each section of the page. Use hexadecimal codes for colors, or utilize the color picker by clicking on a color field.
  4. Click Preview to apply the changes in the right-side Preview.
  5. To implement the changes on the Client Portal, click the Save and then Enable buttons.

Style Details

Page Header

Adjust the background color of the page header and specify the colors for the links.

Before (default colors)

TeamDynamix Page Header with default coloring

After (custom colors)

TeamDynamix Page Header with custom coloring

Color Key

TeamDynamix Page Header custom coloring color key

Navigation

Adjust the background color, border, and button colors of the top navigation bar.

Before (default colors)

TeamDynamix Navigation bar with default coloring

After (custom colors)

TeamDynamix Navigation bar with custom coloring

Color Key

TeamDynamix Navigation custom coloring color key

Headings

Configure colors for the headings used throughout the article content.

Before (default colors)

TeamDynamix Headings with default coloring

After (custom colors)

TeamDynamix Headings with custom coloring

Color Key

TeamDynamix Headings with custom coloring color key

Grid Row Highlight, Navigation, and Category Items

Adjust the colors for highlighted table rows, navigation tabs within the article, and category boxes.

Before (default colors)

TeamDynamix Grid Row Highlight, Navigation and Category Items with default coloring

After (custom colors)

TeamDynamix Grid Row Highlight, Navigation and Category Items with custom coloring

Color Key

TeamDynamix Grid Row Highlight, Navigation and Category Items with custom coloring color key

Buttons

Set the color scheme for the buttons displayed on article pages.

Before (default colors)

TeamDynamix Buttons with default coloring

After (custom colors)

TeamDynamix Buttons with custom coloring

Color Key

TeamDynamix auto with custo coloring color key