Set Up Appearance

The Appearance settings in AgencyHandy enable agencies to customize visual elements of their platform, including primary colour, sidebar colour, sidebar text colour, and sidebar hover background colour. This allows for a branded and visually cohesive user interface. Appearance settings let users configure the visual design of their workspace to align with their brand identity and improve usability.

Purpose:

• Brand Consistency: Ensures the platform reflects the agency’s branding with consistent colours and themes.

• Enhanced User Experience: Creates a visually appealing interface for better navigation and interaction.

• Visual Hierarchy: Guides user focus on important elements, improving usability with strategic colour choices.

Pre-conditions to Use it:

• Users must have administrative access or permissions to modify workspace settings.

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Steps to Use:

1. Access Appearance Settings:

   • Log in to your AgencyHandy account.

   • Navigate to the Workspace Settings section.

   • Locate and click on the Appearance or Visual Settings option.

2. Set Primary Color:

   • Select the Primary Color that represents your brand.

   • This colour will be applied to buttons and links throughout the platform.

3. Configure Sidebar Color:

   • Choose the Sidebar Background Color for the workspace.

   • This colour will set the background of the sidebar for a cohesive theme.

4. Adjust Sidebar Text Color:

   • Select the Text Color for the sidebar to ensure readability.

   • Choose a colour that contrasts nicely with the sidebar background.

5. Define Sidebar Hover Background Color:

   • Specify the Hover Background Color for sidebar elements.

   • This colour will appear when users hover over sidebar items, enhancing interactivity.

6. Preview and Save Changes:

   • Review the configured settings to ensure they align with your branding guidelines.

   • Click the Save Changes button to apply the new appearance settings to your workspace.

     

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Important Notes:

• Customization Scope

  • The Appearance settings allow users to personalize the platform's visual elements for a cohesive branding experience.

  • Changes in appearance will be applied globally across the workspace.

• Available Customization Options

  • Primary Color: Affects buttons and links for consistency in the visual theme.

  • Sidebar Color: Defines the background color of the left-hand navigation sidebar.

  • Sidebar Text Color: Controls the color of text displayed in the sidebar.

  • Sidebar Hover Background Color: Changes the background color when hovering over sidebar elements.

• Reset Default Settings

  • Clicking the "Reset Default Settings" button will revert all appearance changes back to the system’s default theme.

  • This action cannot be undone, so ensure you review changes before applying.

• Best Practices for Customization

  • Use high-contrast colors for sidebar text to ensure readability.

  • Choose a primary color that aligns with your brand identity.

  • Adjust hover colors to improve user interaction feedback.

  • Preview your selections before finalizing changes to maintain a professional look.

• User Access & Restrictions

  • Only Super Admins and Admins have permission to modify appearance settings.

  • Customization changes take immediate effect once saved, impacting all users in the workspace.

• General Recommendations

  • Ensure colors are visually accessible for all users, avoiding extreme contrasts.

  • Keep a record of your brand’s color palette in case settings need to be re-applied.

  • If unsure about color choices, test different combinations before finalizing.