Admin Guide: How to Add and Customize Theme in Customer Portal?

Admin Guide: How to Add and Customize Theme in Customer Portal?

• Wavity allows administrators to create and fully customize themes in the Customer Self-Service Portal to match their organization’s branding and design requirements.
• Note: Only users with Admin privileges can add or edit themes in the Customer Portal.

Access the Customer Portal Admin Settings

• Log in to your portal. Click the Customer Portal icon located at the top of the screen.

• Click Admin under your profile to open the Admin Control Panel.

Add a New Theme

• In the Themes section, click Add Theme.

• Select the theme template you want to apply to your portal.

• Enter the following details such as Name: Provide a name for the theme & Description: Add a brief description (optional).
• Click Create to add the theme.

Theme Customization

• Your new theme is now created and available for customization.

• Click Colors in the theme settings.

• Customize different color elements of the portal, including: Header colors, Body colors, Footer colors, Text colors, Background colors, Link colors and many more. You can adjust these settings to align with your organization’s branding.

• Click Images in the theme customization options.

• You can now upload or replace home images in the portal.

• For deeper customization: Click Edit Code. Administrators can modify the theme’s code to implement advanced design according to specific requirements.

• Once all changes are complete: Click Publish. The new theme will be applied to the Customer Self-Service Portal.