Set Up Appearance

The Appearance Settings in Agency Handy allow agencies to customize the visual look and feel of their workspace. Users can set the primary color, sidebar background, sidebar text color, and sidebar hover color. This ensures a cohesive user interface that aligns with brand identity and improves the user experience.

Goals

• Establish visual consistency with brand colors.

• Enhance platform usability through better contrast and color hierarchy.

• Enable real-time visual customization for workspace personalization.

Pre-conditions

Permissions Required: Only Super Admins and Admins can access and modify appearance settings.

Workspace Access: The user must be logged into an active Agency Handy workspace.

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Table of Contents

1. Accessing Appearance Settings

2. Customizing Visual Elements

3. Preview & Save Appearance

4. Resetting to Default Theme

5. Best Practices

6. Important Notes

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1. Accessing Appearance Settings

1. Log in to your Agency Handy account.

2. Navigate to the Workspace Settings panel.

3. Click on Appearance or Visual Settings.

📌 Only visible to users with administrative permissions.

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2. Customizing Visual Elements

Primary Color:

• Choose a color that reflects your brand.

• Applied to buttons, active links, and interface highlights.

Sidebar Background Color:

• Select the sidebar’s background shade.

• Creates a consistent visual theme for navigation.

Sidebar Text Color:

• Choose text color that contrasts well with the sidebar background.

• Enhances readability.

Sidebar Hover Background Color:

• Define the background color shown on sidebar item hover.

• Adds interactivity and improves user focus.

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3. Preview & Save Appearance

• After customizing colors, review how they appear across the interface.

• Click Save Changes to apply them to your workspace immediately.

🎯 Visual updates are applied globally and are visible to all workspace users.

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4. Resetting to Default Theme

• Click the Reset Default Settings button to revert to the original system theme.

• Use this if you need to remove custom branding and restore defaults.

⚠️ This action cannot be undone. Make sure to confirm before resetting.

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5. Best Practices

• Use high-contrast colors to improve readability and accessibility.

• Align primary color with brand guidelines to maintain visual identity.

• Preview hover states to ensure they support intuitive navigation.

• Keep user experience consistent across all workspace views.

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📝 Important Notes

• Global Impact: All appearance settings affect the entire workspace immediately upon saving.

• Customization Options:

  • Primary Color: Controls all buttons and highlighted elements.

  • Sidebar Background: Sets the left navigation panel background.

  • Sidebar Text Color: Affects navigation text.

  • Sidebar Hover: Enhances interactivity during sidebar navigation.

• Accessibility Reminder: Avoid using overly bright or low-contrast colors that might reduce readability.

• User Role Restrictions: Only Super Admins and Admins have permission to modify appearance settings.

• Reset Feature: The Reset Default Settings button permanently discards all custom color changes.

• Consistency: Record and reuse your brand color codes to ensure uniform branding.

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🎯 You’ve successfully configured Appearance Settings in Agency Handy. Your workspace now visually reflects your agency’s brand identity with improved aesthetics and usability.