The Toolbar shows for all users at the top of every intranet screen. Icons displayed in the Toolbar are based on the current user's permissions (i.e. only Admins see Admin icons).
The Admin section provides centralized access to all intranet settings, as well as asset management (i.e. Sites, Apps, Pages). As an intranet manager, you'll use this section often.
The Admin Toolbar is shown below with all icons. Some icons are contextual and may appear or disappear. For example, Edit Page only shows if you're on a page where you can make some type of edit.
All icons shown above are described in detail below.
The Updates icon shows your annual renewal status on hover, as well as the number of available updates (see image below). Specifically:
- a countdown of the number of days remaining in your annual maintenance period. Note that an invoice is sent to the primary contact we have on file, as well as any billing contacts on your account, approximately 45 days in advance of the expiration date
- software patches available for your version
- upgrades to new versions; as shown below, the READ MORE link takes you to the related Help Center article on patches
The display of this information may be dependent on Web Services being enabled; learn more about Web Services in the Scheduled Tasks article.
The Edit Page icon appears when you're on a page that you have Admin rights to edit. The option also appears on hover over the Admin icon. Learn more about Pages.
The Theme icon allows for quick adjustments to your intranet's home site theme. More extensive updates can be made with the Advanced Theme Editor.
When you click the Theme icon, you're presented with six categories of design options, as shown below.
All design changes made are previewed below the theme panel. To exit Theme without saving any changes, click DISCARD, as circled above. To exit Theme and retain all changes, click SAVE.
Each section of the Simple Theme Editor is described in detail below.
The Logo section allows you to add a logo, adjust spacing, and get the colors of the logo to use elsewhere in the site.
- Current Logo - if there's already a logo in place on the intranet, the file name will show here (1); increase the spacing around the logo by adding a number in logo spacing
- Update a New Logo - click Choose Image if you want to add a new logo (2)
- Logo Colors - automatically get complementary colors for your logo by clicking GET LOGO COLORS (3)
- Add to Color Palette - click this link (4) to add the new complementary colors to a palette available under COLORS; you'll get a confirmation that they've been added (5), though you may need to first delete some Colors to provide room to add logo colors
In the Header section you're given two options for header and navigation layout: a compact header layout (1) where the logo is beside your Global Navigation, or a larger layout (2) where the logo is above the Global navigation. Once you've chosen the type of layout you can also specify the height of the header (3).
If your logo is on a solid background, the header background should be set to that solid color in the Color section. However, if your logo is on a transparent background, you can use any color, or an image to display behind it, by clicking CHOOSE IMAGE (4).
Some organizations like to switch out the site background or header to tie in with seasonal or quarterly themes. Learn more in the Get Creative With Your Intranet article.
In this section you can set the intranet to a fixed pixel width, which will take on the size of your browser window. Our recommendation is to use the fixed width option as a best practice in designing your site, to avoid potential design challenges.
This width can also be set under Global Width on the Design tab.
In the Site Background section, choose a color or image to display at the sides of your site when the fixed width size isn't large enough to fill a screen.
Click in the color box to display a small color selection window, with color picker, hex code, RGB, all colors in the Color Palette, and a grey/white box for a transparent option (for select fields). If you prefer to include some visuals, click the CHOOSE IMAGE button to upload a prepared image to use for the site background.
The Colors section lets you set some limited color options for your intranet. Full options are available in the Advanced Theme Editor; learn more about the Advanced Theme Editor.
The Color Palette on the right can be pulled from your logo colors, using the option in the Logo section under Theme. You can add more colors of your choosing by clicking the blue plus sign, and either adding by hex code, RGB, or the color picker; mouse away from the small color window to show the new color in the palette. To remove a color, mouse over the color to reveal a red X; click the X to remove the color, then click SAVE at the top of the window to retain your changes.
There are several options for setting site colors, with their locations indicated by the arrows, above; the header color also changes the global navigation mouseover and megamenu color. For each of the colors, when you click the box, the small color window will appear, as described above in Site Background.
As you choose an option, it will immediately show in the theme preview. If you don't want to retain your choice, either set it back to the original color, or click DISCARD to exit without saving changes.
Storyboards can appear on Site Home Pages, and have Stories which promote content with an image (or video) and link. This icon gives access to the edit functions of Storyboard.
The Help icon connects directly to our Help Center homepage.
Alerts & Personal Profile
The Alerts icon shows the current number of unread personal alerts. Clicking the icon takes the user to My Dashboard, where they can see details of the alerts. Learn more in the 'Alerts' section of the My Dashboard article.
The personal profile shows options on hover, including direct links to My Profile and My Dashboard, plus the option to Logout. You can also update personal status directly in this window.
On hover, the Admin icon gives context-specific options depending whether you're on a Page, App, Site, etc. For example, if you're on a Page within a Site, you'll have settings and edit links for both the page and the site.
When clicked the Admin icon takes you to the Admin area with tabs for extensive control of many intranet functions, as follows: