Platform Branding (Admins Only)

As a Platform Admin user you can create an on-brand platform experience for your company within the People Insights Platform Admin Portal. Customize the look and feel for your employees by updating the logo, primary colors, and more to align with your brand. Your styles and appearance choices automatically carry over to reports as well.

This article walks through:

• Access the Appearance Settings
• Upload Your Company Logo
• Select a Primary Color
• Select a Banner Style
• Add a Background Image
• Save Appearance Settings

Access the Appearance Settings

1. Log in to the People Insights Platform. 

2. In the navigation bar, click Admin Portal.

The Admin Portal dashboard appears.

3. In the side navigation panel, click Appearance under Platform Settings.

The Appearance screen appears.

Upload Your Company Logo

You can easily update your company or division logo, which appears at the top of each page as you navigate through the platform. For best results, use a PNG or SVG file with a transparent background. The recommended dimensions are 300x100 pixels (max file size: 2MB).

1. On the Appearance screen, navigate to the Logo section.

2. Click Update Logo.

3. Navigate to the logo image and double-click the file name.

A preview of the uploaded image appears in the Logo section.

4. Click the Logo Alt Text box, then type in your alt text (a brief description of the image).

Select a Primary Color

The primary color is used for buttons, tabs, and other items. You can use a predefined color or specify a custom color using a hex code or other options available from a color palette square.

When setting your primary color, the platform automatically checks contrast ratios to ensure compliance with WCAG's AA standards. Meeting these standards improves readability for all users, creating a more inclusive experience.

1. On the Appearance screen, navigate to the Primary Color section.

2. Specify a color.

Predefined color:

1. Click a predefined color square.

A checkmark appears on the selected color square.

Custom color:

1. Click Or Select a Custom Color.

A text box and a color palette square appear. You can type a hex code to specify your custom color or click the color palette square to display additional options for specifying a custom color:

Use a hex code:

1. Type the custom color hex code (e.g., #00838F) in the text box. 

The color palette square displays the custom color you specified and contrast ratios display next to the color selection. If all the ratios display a green checkmark, your custom color is optimal for readability. If any of the ratios display a red x, consider specifying a different color.

Use the color palette square:

1. Click the color palette square to display additional options.

You can choose a color from the color box, a color slider, or use the eye dropper to click a color you want to use. You can also type in an RGB value, an HSL value, or a hex number:

• Color Box 

Click the circle in the top-right corner of the color box and drag it to find the color you want.

• Eye Dropper

Click the eye dropper icon and then click on a color anywhere on your desktop or an open application or document.

• Color Slider

Drag the circle in the color slider to change the color.

• RGB Values

Type the RGB values in the number boxes.

• HSL Values

Click the up or down arrow in the RGB section to display the HSL option, then type the HSL values in the number boxes.

• Hex Number

Click the up or down arrow in the RGB section twice to display the HEX option. Double-click the current hex number and then type a new hex number. Make sure to precede the hex number with the pound symbol (#).

Select a Banner Style

The banner style is applied to headers for main platform pages (Home, Listen, Analyze, etc.).

1. On the Appearance screen, navigate to the Style section.

Three options are available:

• Default Gradient - Reflects the Perceptyx default primary color with a gradient

• Solid Color - Reflects the selected primary color

• Gradient - Reflects the selected primary color with a gradient

2. Click an option.

A checkmark appears for the selected option.

Add a Background Image

You can add a background image to further customize the platform experience. The background image appears on key pages, such as the Home page and Create New Listening Event page. If you don’t add a background image, the banner style you specify is applied as the default.

1. On the Appearance screen, navigate to the Background Image section.

2. Click Upload New Image.

3. Navigate to the image and double-click the file name.

A preview of the uploaded image appears in the Background Image section.

Save Appearance Settings

When you have finished selecting your appearance settings, you must save them to apply them.

1. On the Appearance screen, navigate to the bottom of the page.

2. Click Save Appearance.

A success message appears at the top of the page. 

3. Navigate to the Home page or another key page to view the selections applied to the platform.

Note: You can reset any of the appearance settings by clicking Reset to Default in the applicable section. To set all the appearance settings back to the default, click Reset to Default at the bottom left of the page.