Managing Layout for Clients

You can manage the layout, to customize Account View for your clients. You may select a:

• Your own logo

• DBA name

• Font for you DBA

• Color scheme

Note:You can modify the layout only if you have the rights of an administrator. You can modify the Layout options, only if the permission is provided by your administrator.

To customize the logo

1. In the Logo and DBA Settings section, select the Select Your Logo radio button.

2. Click Browse, and select the required logo.

   The system enables the DBA Text field.

3. In the DBA Text field, enter your DBA name.
4. Select San Seriff Font or Seriff Font.
5. Click:
   • Save to configure your own logo.
   • Cancel to discard the modifications.

Note:Before saving your logo, you can preview the new logo by clicking the Preview Sample Page link. For more information, see Previewing.

To set color scheme

1. In the Color Scheme Settings section, select appropriate color scheme.

To view more colors, click to scroll.

2. Click:
   • Save to set the new color scheme.
   • Cancel to discard the modifications.

Note:Before saving the new color scheme, you can preview the modifications by clicking the Preview Sample Page link. For more information, see Previewing.

Previewing

When creating or editing a user defined logo, select the Preview Sample Page link, to review the new logo, DBA name and color scheme before saving it.

To preview the modifications

1. In the Layout tab, click the Preview Sample Page link.

   The system displays the preview page in a new browser tab.

2. Close the browser tab.

   The system navigates to the Layout tab of the Settings page.

Go back

• Setting Preferences