Setting Up Your Portal
In this section of the guide you will learn how to update your brand theme, add in your company logos, customize your navigation menu. Let’s start with updating your brand theme!
Updating Your Brand Theme
Click on Settings → Curator → Themes → Main Theme -> Main Theme Global Theme
A live view of your portal will appear on the screen that will display changes being made. We recommend either using the live view or logging into the front end on a separate screen so that you can track your changes to the portal.
Note: You may need to sign into your live view of the portal . Keep in mind that your admin account is separate from your front end account and your credentials may be different.
On the left-hand side a new menu will appear that will allow you to rename your site, add in your logos, and meta preview data. Adjust these settings as you see fit and once you are done, click the save button on the top right or press enter to lock in your changes.
You are able to customize your navigation bar appearance within the theme settings. If you have left the theme settings then you can click Settings → Curator → Themes → Main Theme → Main Theme Global Theme → Menu to return.
On the left-hand side you will see various options for you to customize the menu:
Main Menu - control what objects are linked in your menu based on navigation hierarchy
Navigation Type - customize the location and type of navigation menu
We will not be changing our menu within the quick start guide but feel free to change your menu however you wish and be sure to check out all the other customizable options:
Brand - Site Name, Site Logo and Icons
Home - Default home page settings
Global - Search, Alerts, Mobile Settings
Fonts - Customizable font options
Menu - Menu design settings
Titles & Toolbar - Page titles and toolbar settings
Dashboards - Dashboard tabs
Pages - Tile styles, tutorial styles, button options, page margins
Footer - Footer options
Once you are done customizing then we are ready to connect to your first dashboard!