Manage Brand
Banks can have varied requirements with regards to the theme and for look and feel of the application.
Manage Brand is an administrative maintenance that allows the System AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. to define the theme using brand logo, colors, fonts and font sizes.
System Administrator can configure the style/ theme by selecting brand logo, header colors, background colors, label colors, button colors, font color, header size, font type, font sizes for header texts, menu, buttons etc.
The administrator can define multiple themes with the above mentioned attributes and once defined, the administrator can activate one of the theme from the available list.
At any point in time, the administrator can deactivate a theme and activate another one.
Prerequisites
- Transaction access is provided to System Administrator
- Approval rule set up for System Administrator to perform the actions
- Enterprise roles are maintained in application
Features supported in application
How to reach here:
Dashboard > User Experience > Manage Brand
Manage Brand – Summary
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Field Name |
Description |
---|---|
Brand Name |
Displays the theme name as defined. |
Brand Description |
Displays the theme description as defined. |
Date Created |
Displays the date of theme creation. |
Actions |
The available action buttons against the theme are displayed. The action button can be:
|
- In the Action column, click
Manage Brand - View
Using this option System Administrator can view the created theme or brand.
To view the brand:
- In the Action column , click View against the brand which you want to view . The Manage Brand - View screen appears.
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Field Name |
Description |
---|---|
Brand Name |
Displays the theme name. |
Brand Description |
Displays the theme description. |
Customized Brands |
|
Assets |
This section displays the uploaded brand logo. Click Download to view the brand logo. |
Colors |
Displays the list of items with the color swatch that is being set in the application. The list includes:
|
Font Details |
Displays the font details of the application i.e. font URL and font name. |
Font Size Details |
Displays the font size details of the various fonts used in the application in 'rem' (length unit). 1px = 1rem |
Form |
|
Font Color |
The font color of the brand. |
Anchor Text Color |
The anchor text color (clickable text in the application) of the brand. |
Label Color |
The label color used in the brand. |
Input Properties |
|
Input Properties - Primary Button |
The color of the primary buttons of the brand. |
Input Properties - Secondary Button |
The color of the secondary buttons of the brand. |
Input Properties - Tertiary Button |
The color of the tertiary buttons of the brand. |
H1 - H6 Size |
The font size of the various level of headings of the brand. |
Header Font Size |
The font size of the header of the brand. |
Menu Font Size |
The font size of the menus of the brand. |
Button Font Size |
The font size of the button text of the brand. |
- Click
OR
Click to navigate to the previous screen.
OR
Click to delete the brand.
to edit the theme. The Manage Brand - Edit screen appears.
Manage Brand - Create
Using this option, System Administrator can create a new theme for retail, corporate and administrator users.
To create a brand:
- In the Manage Brand screen, click . The Create Brand screen appears.
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Field Name |
Description |
---|---|
Brand Name |
Specify the brand name. |
Brand Description |
Enter the theme description. |
Customized Brands |
|
Assets |
Upload the desired file for assets like icons, logo etc |
Colors |
The list of brand color items , the user can enter the colour hex value or can select color from the spectrum list. If color is selected from the spectrum, corresponding hex value to be displayed in this field. The color list includes:
|
Font Details |
Specify the font details of the application viz, font url and font name that is to be used in the brand. |
Font Size Details |
Font size details of the various fonts used in the application in 'rem' (length unit) for various level of headings in the brand. |
Form |
|
Font Color |
Displays the font color as selected in the Font Color category list. |
Anchor Text Color |
Displays the anchor text color as selected in the Font Color category list. |
Label Color |
Displays the label color used as selected in the Font Color category list. |
Input Properties |
|
Input Properties - Primary Button |
Displays the color of the primary buttons of the brand as selected in the Font Color category list. |
Input Properties - Secondary Button |
Displays the color of the secondary buttons of the brand as selected in the Font Color category list. |
Input Properties - Tertiary Button |
Displays the color of the tertiary buttons of the brand as selected in the Font Color category list. |
H1 - H6 Size |
Displays the font size of the various level of headings of the brand as selected from the Font Size Details category list. |
Header Font Size |
Displays the font size of the header of the brand as selected in the Font Size Details category list. |
Menu Font Size |
Displays the font size of the menus of the brand as selected in the Font Size Details category list. |
Button Font Size |
Displays the font size of the button text of the brand as selected in the Font Size Details category list. |
- In the Brand Name field, enter the name of the theme.
- In the Brand Description field, enter the description for the theme.
- In the Brand Type field, select the appropriate brand type.
- In the Customized Brands section, click Assets.
- The Asset section appears. Click Choose File to browse and upload the logo for brand.
- In the Colors category, for various brand items, enter the color hex value or select color from the spectrum list.
The corresponding hex value to be displayed in the field. - In the Font Details category, enter the font url and font name.
- In the Font Size Details category, enter the values for Heading 1, 2, 3.....6.
- Click
OR
Click to navigate to previous screen.
OR
Click to cancel the transaction and navigate to the 'Dashboard'.
to save the details. - The Review screen appears. Verify the details, and click
OR
Click to make the changes if any.
OR
Click to cancel the transaction.
A warning message of cancelling the operation appears. Click Yes to confirm.
. - The success message appears along with the status of transaction.
Click to complete the transaction.
Manage Brand - Edit
If the defined theme does not suits the requirement, then bank administrator can edit the defined theme using the Update Brand option.
To edit the brand:
- In the Action column, click View against the brand which you want to edit . The Manage Brand - View screen appears.
OR
Click Apply to apply the current theme. - Click
OR
Click to navigate to the previous screen.
OR
Click to delete the brand.
to edit the brand. The Update Brand screen appears.
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Field Name |
Description |
---|---|
Brand Name |
Displays the brand name as specified and available for edit. |
Brand Description |
Displays the brand description as specified and available for edit. |
Brand Type |
The role for which the theme is to be created. The role can be:
|
Customized Brands |
|
Assets |
Upload the desired file file for assets like icons, logo if it needs to be modified. |
Colors |
The list of brand color items , the user can enter the colour hex value or can select color from the spectrum list. If color is selected from the spectrum, corresponding hex value to be displayed in this field. The color list includes:
|
Font Details |
Specify the font details of the application i.e. font URL and font name that is to be used in the brand. |
Font Size Details |
Font size details of the various fonts used in the application in 'rem' (length unit) for various level of headings in the brand. |
Form |
|
Font Color |
Displays the font color as selected in the Font Color category list. |
Anchor Text Color |
Displays the anchor text color as selected in the Font Color category list. |
Label Color |
Displays the label color used as selected in the Font Color category list. |
Input Properties |
|
Input Properties - Primary Button |
Displays the color of the primary buttons of the brand as selected in the Font Color category list. |
Input Properties - Secondary Button |
Displays the color of the secondary buttons of the brand as selected in the Font Color category list. |
Input Properties - Tertiary Button |
Displays the color of the tertiary buttons of the brand as selected in the Font Color category list. |
H1 - H6 Size |
Displays the font size of the various level of headings of the brand as selected from the Font Size Details category list. |
Header Font Size |
Displays the font size of the header of the brand as selected in the Font Size Details category list. |
Menu Font Size |
Displays the font size of the menus of the brand as selected in the Font Size Details category list. |
Button Font Size |
Displays the font size of the button text of the brand as selected in the Font Size Details category list. |
- In the Customized Brands section, Assets section, click choose File to browse and upload the new logo if required.
- In the Colors category, for various brand items, enter the color hex value or select color from the spectrum list if required.
The corresponding hex value to be displayed in the field. - In the Font Details category, enter the new font url and font name if required.
- In the Font Size Details category, enter the values for Heading 1, 2, 3.....6, if required.
- Click
OR
Click to navigate to previous screen.
OR
Click to cancel the transaction and navigate to the 'Dashboard'.
to save the changes. - The Review screen appears. Verify the details, and click
OR
Click to make the changes if any.
OR
Click to cancel the transaction.
. - The success message appears along with the status of transaction.
Click to complete the transaction.
Manage Brand - Delete
The System Administrator can delete the created brand maintained in the application.
To delete the brand:
- In the Action column, click View against the brand which you want to delete. The Manage Brand - View screen appears.
- Select and click the required brand which you want to delete. The Manage Brand - View screen appears.
- Click . The success message appears along with the status of the transaction.
- Click to complete the transaction.
Brand Mapping
Using this option System Administrator can map the existing brands to the user, party, role or entity.
Brand Mapping Summary
To view the brand mapping summary:
- In the Manage Brand screen, click the Brand Mapping tab. The Manage Brand - Brand Mapping screen appears.
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Field Name |
Description |
---|---|
Mapping Type |
Select the mapping type to map it with brand. The options are:
|
- From the Mapping Type list, select the appropriate option for which you want to view the mapping. The Manage Brand – Brand Mapping Summary screen appears.
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Field Name |
Description |
---|---|
Brand Mapping Summary |
|
Brand Id |
The identification number of the mapped theme. |
Mapped Value |
The value, which is mapped to the brand. The mapped value depends on the selected mapping type. For example, If the mapping type is 'party' the mapping value will be 'party ID', If the mapping type is 'role' the mapping value will be user role, such as 'Corporate' 'Retail' and 'Administrator', If the mapping type is 'entity' the mapping value will be 'entities'. |
Mapping Type |
The selected mapping type to map it with brand. |
Date Created |
The date on which brand mapping is created. |
Actions |
Link to delete the mapping. |
- From the Mapping Type list, select the appropriate option for which you want to view the mapping. The Manage Brand – Brand Mapping Summary screen appears.
Create Mapping
Using this option System Administrator can create a mapping of brand.
To create the brand mapping:
- In the Brand Mapping tab, click Create Mapping. The Manage Brand- Create screen appears.
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Field Name |
Description |
---|---|
Mapping Type |
Select the mapping type to map it with brand. The options are:
|
Mapped Value |
The mapping value to map with brand. |
Brand Id |
The brand name. |
- From the Mapping Type list, select the appropriate option to be mapped.
- In the Mapping Value field, enter the value to be mapped.
- From the Brand Name list, select the appropriate brand.
- Click
The success message along with the status of transaction appears.
.
Delete Mapping
Using this option System Administrator can delete a mapping of brand.
To delete the brand mapping:
- In the Brand Mapping tab, select the appropriate option from the Mapping Type list. The Manage Brand – Brand Mapping Summary screen appears.
- Click . The application will prompt the administrator with a deletion message with an option of Yes / No.
- Click
OR
Click if you do not wish to delete the brand/ theme.
to delete brand/ theme mapping. It will navigate to confirmation page with a success message and the status.
- Click to complete the transaction.