Customize the appearance of your site

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

To customize the elements and features available for interaction in the main navigation hubs, such as Home, Engagements, Suppliers, Job Applications, Worker, or Worker Profile, modify the user interface settings. For more information, see Configuring the user interface settings.

Before you begin

  • You must have administrator access to Professional.

Steps

To configure the appearance of a tenant site, complete these steps from any 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 want to display the day, month, and year. 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.