Using the basic setup option, you can set the color branding of different instance elements that affect all users. You may also have found that there are a number of default color theme options found by pressing the upper right cog, navigating to Theme, and selecting one. The issue is, this Theme change is a personal user only change. So how do we apply a existing system theme to multiple users?
You can define a system theme for multiple users via the Company record. As long as users in your system have a defined 'Company' record in their user profile, you are set!
Set a unified theme for a group of multiple users in your instance
- Begin by navigating to the Companies module, and opening the company record of the users whose theme you would like to change. If you do not have companies defined, create one for your internal business.
- Navigate to Configure > Form Design from a open company record by right clicking the record header.
- From the Fields section of the form designer, drag the Theme field onto the form and press save.
- From the company record of the users you want to change, select the Theme in the newly added reference field.
- If you haven't already, assign this company to your users you want affected. You can do this by opening the Users module, right clicking a column and selecting the Update all option. If you just want a subset of users to have a theme, filter out on the user list before updating.
- From the update screen, you can enter the company into the company field. If the company field is not present, Design form -> User to add it to the user form and re-update.
Using the company record, not only can we set a theme for all users of a given company, but we can also define a different banner image/text as well, so that different information is used for different companies. You can even use it to change the mobile icon appearance! This allows for a simple way to provide uniquely personalized appearances to multiple customers you may be servicing.
Finally, if you are looking to limit the themes a user can select, and to enforce just one theme across all users, it can be done with a quick property change seen in this article: Apply Custom Theme for All Users
