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03-03-2025 05:17 PM - edited 03-03-2025 05:24 PM
We are aiming to set up a simple Employee Center (EC) as a quick win. While I'm not a dedicated portal resource, I have a basic understanding of Service Portal branding from a while back. Based on my recent experimentation with the EC on my PDI, I documented a list of steps that we can take that requires minimal customization. We will align this with the organization’s branding guide, which is being discussed separately. I would love your feedback on the following list of things to update according to the guide:
- Is it better to brand and theme the out-of-the-box (OOB) EC page for starters? Or should we clone and theme the default EC theme with the steps in the documentation?
Here’s the list I’m considering:
- Update Taxonomy
- Add the company logo
- Update the following CSS Variables (similar to what is done in the Branding Editor):
- $brand-primary (Primary brand color)
- $body-bg (Background color for the body)
- $state-success-text (Text color for success state)
- $sp-homepage-bg (Background color for homepage)
- $sp-navbar-divider-color (Color for the navbar divider)
- $text-color (Main text color)
- $sp-logo-margin-y (Vertical margin for the logo)
- $navbar-inverse-link-hover-color (Hover color for navbar links)
- $panel-bg (Background color for panels)
- $brand-success (Success color, usually green)
- $navbar-inverse-bg (Background color for navbar)
- $brand-warning (Warning color, usually yellow)
- $brand-danger (Danger color, usually red)
- $sp-tagline-color (Color for the tagline)
- $navbar-inverse-link-color (Color for navbar links)
- $brand-info (Info color, usually light blue)
- $link-color (Color for links)
- $sp-logo-margin-x (Horizontal margin for the logo)
- $btn-default-bg (Background color for buttons)
- $text-muted (Muted text color)
- Update the EC Home page container to use the organization-specific background image
- Update the instance with the required search CSS
- Update Get Support . De-activate options that are not needed
- Update the Mega Menu
- Update the EC footer with company logo and info
- Update EC footer menus to de-activate links that we don't need
- Disable the Virtual Agent
Is there anything else you think should be added to this list?
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03-05-2025 01:48 AM - edited 03-05-2025 01:49 AM
hi @snowdev8 - i have worked on similar project where we need to make minimum changes and accomplished by making below updates -
1. Portal title, logo and theme colors - using Branding Editor; we have not made any css level change but instead opted for widget instance level css changes
2. Remove 'not required' header/menu items options - like Tours, Get Support
3. Creating new taxonomy as per client requirement
4. Update organization-specific background image and greeting message
5. Rearranging and removing/adding widgets on landing page- like we added OOB widgets like Recent and Popular items, updated quick links widgets, created few new icon link widget instance
6. updating Footer with required logo, links and copyright details
Hope this helps - let us know if you need more help/details.
Note - If my answer helps you, please mark it as correct and accepted, thank you
Akansha Gupta
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03-05-2025 01:48 AM - edited 03-05-2025 01:49 AM
hi @snowdev8 - i have worked on similar project where we need to make minimum changes and accomplished by making below updates -
1. Portal title, logo and theme colors - using Branding Editor; we have not made any css level change but instead opted for widget instance level css changes
2. Remove 'not required' header/menu items options - like Tours, Get Support
3. Creating new taxonomy as per client requirement
4. Update organization-specific background image and greeting message
5. Rearranging and removing/adding widgets on landing page- like we added OOB widgets like Recent and Popular items, updated quick links widgets, created few new icon link widget instance
6. updating Footer with required logo, links and copyright details
Hope this helps - let us know if you need more help/details.
Note - If my answer helps you, please mark it as correct and accepted, thank you
Akansha Gupta
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03-05-2025 10:04 PM
Thank you. Looks like you did a lot more than bare minimum, which is quite impressive!