Tenant Personalization

Introduction

Tenant personalization is a feature that can help you customize your experience within the AgileApps platform. This feature enables users to personalize the platform to meet their specific needs and preferences, without affecting the experience of other tenants.
By adjusting various settings, you can make the platform more personalized, visually appealing, and easier to use. Take time to explore the tenant personalization settings within your tenant account and experiment with different options to find the settings that work best for you.

Note: The settings that are part of Tenant Personalization were initially part of the Service Portal settings. Upon introducing Pre-Built Themes, these settings are now moved to a separate page called Tenant Personalization under Account Management page.

Tenant Personlization Settings

Getting Started

To get started with tenant personalization, log in to your AgileApps tenant and navigate to the Configuration > Account Management > Tenant Personalization settings page.

Customizing Your Tenant Experience

Once you are on the Tenant Personalization page, you can customize various aspects of your tenant experience, such as:

• Branding
  • Header Logo: Upload your organization's logo image. The standard size is 98 pixels wide by 24 pixels high. The realistic maximum size is up to 600 pixels wide by 32 pixels high.
  • Web Site URL: Enter the URL the users go to when they click on your logo. (Typically, that will be your organization's website.)
  • Favicon: Upload a small favicon image that displays in the browser's address bar, in bookmarks, and in browser tabs.
  • Mobile Logo: Upload an image that appears when the application is accessed from a mobile device.
• Personalization

  You can choose one among the following options to customize your visual elements on the platform:

  • Header Background Color: Select a background color that matches your organization's theme.
    OR
    
  • Pre-Built Theme: Select one of the pre-built themes available to quickly and easily apply a visually appealing and consistent design to your platform.
• Landing page settings
  • Default applications landing page: You can choose one of the options in the applications default landing page drop-down. The page you select here is displayed as soon as you log in to your application(s). The landing page can be one of these pages: Dashboards, Reports, Overview, Objects, or Web tabs.

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Saving Your Settings

Once you have customized your settings, click Save. This will ensure that your preferences are applied every time you log in to the platform.

Note: The tenant personalization settings remain the same in various scenarios but with minor tweaks. Read the Important Points section to know what differences you have in the new user interface and old interface for community tenants and non-community tenants.

Important Points

• For non-community tenants, the tenant personalization settings remain the same.

• For community tenants, the following are the scenarios in which steps differ according to some settings.
  • When the sub-domain is enabled and with no Service Portal configuration allowed, the tenant personalization settings remain the same in the new user interface and old user interface.

    Note: The portal user of your tenant will also see the same settings applied in the portal user tenant.

  • When the sub-domain is enabled and with Service Portal configuration allowed,
    • As a regular user, the tenant personalization settings will apply.
    • As a portal user, the service portal you selected will take the settings applied in that particular domain.
  • When the sub-domain is disabled and with no Service Portal configuration enabled, the tenant personalization settings remain the same in the new user interface and old user interface.

Note: Theming is not supported in the old user interface, but you can perform other settings in the tenant personalization or service portal-specific tenant personalization settings.

Learn More: To know more about Community Tenant, see the Community Tenant page.