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Using Brands in tabx

Contents


What is a Brand?

In Tabx, a Brand is a preconfigured set or colours and images that can be applied to a Project to customise that Project to your clients branding. A Brand can also be used to set the default colour series for charts so that those colours don't have to be defined on a chart-by-chart basis.


Adding Brands to Tabx

To add a Brand to Tabx, you must be logged in as either the License Administrator, or as a License Editor.

  • Browse to the Account (Projects for editors) page.
  • Browse to the Brands tab.
  • Click Create Brand.
  • On the Create Brand page, fill in the fields:
    • Brand Name - This will be used to select the Brand from within a Project.
    • Page Background Colour - Choose a colour that will be in the background of the Interrogate, Dashboard and Analysis tools when viewing that project.
    • Page Sidebar Colour - Choose the colour of the Sidebar on the Interrogate, Dashboard and Analysis tools when viewing that project.
    • Image 1 and 2 - You can upload two images within a brand, no larger than 200 X 200 pixels in size. These are usually company or branding logos.
      • Use in Background? - This will display the uploaded image in the background of the Interrogate tool.
      • Use in Sidebar? - This will display the uploaded image at the top of the sidebar menu on the Interrogate, Dashboard and Analysis tools when viewing that project.
    • Default Colour Scheme - Choose the default sequence of colours that will be applied to any newly created charts. Note: This will not apply these colours to any charts that exist before this Brand is applied to the Project.
  • Click Add Brand to save this Brand into your license.

Editing a Brand

To edit a Brand that exists in your License:

  • Browse to the Account (Projects for editors) page.
  • Browse to the Brands tab.
  • Click the Edit Brand button for the Brand you wish to make changes in.
  • On the Edit Brand page change any of the fields to their new values.
  • Click Save Brand to save this Brand into your license.

Applying a Brand to a Project

Read the Changing the Project  Options section in Basic Project Management

See Also

Basic Project Management in Tabx

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