Step by Step Brand Creation

Document created by mhawthorne on Aug 1, 2017Last modified by mhawthorne on Aug 3, 2017
Version 2Show Document
  • View in full screen mode

Follow these steps to create your first Role-based Brand

Getting started

Before you start

Have the Themes and Color Palettes you customized or not, uploaded and ready to be chosen

For Role-based either utilize default Roles or create your own Roles before starting this process

For Host-based set up your hosts before starting this process

For Hybrid-based get your Hosts and Roles set up before starting this process

It's also a good idea to have your Tab Groups and Modules set up for the appropriate roles you will use later on as well.


Creating a Role-based Brand

Host-Based or Hybrid-based will not be described here. Because it’s all the same with just a couple of different fields to fill up.

Hybrid-brands are just a mix of Roles and Host-based

Steps to create

Click the “System Admin” Tab

Click the “Brands and Themes” link located under “Communities”

Click the “Manage Brands” link

Click the “Create Brand” Button

Fill in the “Brand Name”

Pick the Host if applicable from the drop down list or create a new host name (But I would suggest you get your hosts created first)

Failure to set the appropriate Host can result in errors, these errors will not tell you that this is the problem

Select the role that will see this Brand



Continued Steps to Create

Click the “Save and Customize” button

You can click the “Submit” button, but if you do so, you will have to then go to “Manage Brands” click the chevron next to the created brand and click “Customize”

You are now modifying the Brand, you will have three tabs “Themes and Colors”, “Customize Colors”, and “Navigation Settings”

If your Themes and Color Palettes are set up, utilize the “Themes and Colors” tab to pick the theme and color palette you wish.


If you have any last minute changes to the Colors, or you want to install background images and such. Click the “Customize Colors” tab and make your changes as you see wish


Now click the “Navigation Settings” tab

This is the most important area you need to make sure is right

Set up the default areas in any way you see fit.

Since you are setting up a Role-based Brand you MUST make sure the role are is selected here

Failure to set the appropriate Role can result in errors, these errors will not tell you that this is the problem

Click the “Apply All Changes” button

Click the “Submit” button

You’re brand is complete.

To test, login with a user that was assigned the Role you added to this brand and you should see the changes automatically