Branding a tenant site

To customize a tenant site to reflect a client’s branding, Beeline Professional administrators can configure the tenant global settings. For example, you can customize the name that appears on the banner of the tenant site, add a logo to the banner, apply a theme, and choose the date and time format that you want to use.

Before you begin

  • You must have administrator access to the tenant site you’re setting up.

Steps

To configure the appearance of a tenant, complete these steps from anu supported browser:

  1. Log in to Professional.

  2. From the left navigation, go to Settings  Tenant Configuration.

  3. To configure the date and time format, complete these steps:

    1. Go to the Date and Time tab.

    2. In the Date Order menu, choose the order in which you the day, month, and year display. The Date and time sample section displays a preview of the selections that you make. Select one of these options:

      • Day Month Year

      • Month Day Year

      • Year Month Day

    3. To choose the date separator, select one of these options:

      • space

      • dash

      • dot

      • slash

  4. To add or edit the name that appears on the banner of the tenant site, complete these tasks:

    1. Go to the Appearance tab.

    2. Enter the name in the Banner field and select Apply.

  5. To add a logo to the banner, take one of these actions. You can add .png file types with a 2MB maximum size.

    • Drag and drop a file into the Logo field.

    • Select the Logo field and navigate to the file you want to upload.

  6. Optional: Apply a theme to the tenant site by selecting one of the preconfigured options in the Theme section.

After you’ve finished branding a tenant site for a client, you can configure the user interface settings. For more information, see Configuring the user interface settings.