How to white-label application

YouTestMe GetCertified supports complete white-labeling.

This article explains how to change the application theme (interface colors) and the appearance of the login page, set your logo and favicon, customize both in-app and email notifications and configure your link.

 

Change the logo and theme and add instructions to the login page

This article will explain how to change the application theme, the login page appearance, the logo, and the favicon.

Logo and Favicon

To change the logo, click the System option in the main menu, then select Setting and customization.

Navigate to the Theme and language tab and click on Logo and Favicon.

  1. Click on the Change logo button to change the logo and upload your preferred logo.
  2. To personalize the favicon, click on Change favicon (The icon displayed in a browser address bar ).

  3. To save changes, click the Confirm button.
  4. You can always revert the default logo and favicon by clicking the Reset to default buttons.

If you want your login screen personalized with the text instructions next to the login box, click on the White labeling tab under Theme and language.

And then, click on the Login instruction box and enter the desired text.

To save changes, click the Confirm button.

Theme

Theme refers to the color scheme of the application that can be changed by navigating to the System and choosing Settings and customization.

Then navigate to the Theme and language tab and click on the Theme tab.

Click on “Create new theme“.

Make the desired changes, then click on the Create button to save the changes.

The application appearance can be configured only by the administrator role, while changes are visible to all system users.

Set Up Your Support Contacts

The purpose of this article is to explain how to set up contacts that will be used for application support.

Set Up a Contact Email

Once you log in to the application, select “System” on the left side menu, and choose Settings and customization from the drop-down menu.

Navigate to the Support tab.

You will need to fill in the following fields to contact system support from the home page successfully:

  1. Purpose of mail – Describe the purpose of an email and phone call.
  2. Email – Provide the desired support email address. The first “Email” field is mandatory, and it will be the default email address.
  3. Phone number – Provide the desired support phone number.
  4. Additional info text– You can provide useful details about why you contacted the support. For example, what is the expected time for an email response to the customer’s issues or business hours when support is available, etc.
  5. Confirm – Save the changes.
  6. Cancel – Delete everything entered before saving.

You can add up to 3 contacts for users to select from. However, it is required to have one support contact configured.

For a video tutorial on how to set up contacts, please watch the video.

Customizing In-App and Email Notifications

The Notification tab contains email and in-application notification templates that are automatically sent when a particular action is made inside the application.

Notification templates are predefined but editable. To manage and edit notifications, follow the instructions below:

Hover over the System and choose the Settings and customization option.

 

Navigate to the Notifications tab.

 

  1. Find the notification you want to edit – search the list of all events for which there are notifications, and find the one you want to configure. 
  2. Enable or disable Application notification – enable or disable application notifications for any listed notification event name.
  3. Click on Edit to customize Application notification – edit the template message shown in the application after the specific action is made.
  4. Enable or disable the Email notification – enable or disable email notifications for any listed notification event name.
  5. Click on Edit to customize Email notifications – edit the template message sent to users’ email after the specific action is made.
  6. Click on the Edit button to edit the email messages.

 

Once you click the Edit, the pop-up window will appear where you can:

  1. Change the Notification title. This text will be displayed as a notification title.
  2. Change the Notification text (body). You can customize the text except for the one between the $ signs. This part of the text cannot be modified as the system uses variables to insert user-related data.
  3. Click the Save button to save the template.
  4. Click the Cancel button to discard the template changes.

 

Please check out this article for more detailed instructions on how to modify the predefined notification.

Configuring Mail Server

This article explains configuring the mail server in the System settings on the Mail server tab.

Accessing the page

Once you log in to the application, select System on the left side menu and choose Settings and customization from the drop-down menu.

Once the System and preference page is previewed, choose the Mail server tab.

Configuring the mail server

The Mail server tab sets parameters for a mail server that will send notifications to administrators and users via email. There is no limit regarding the number of mail servers that can be set.

To configure the mail server, you need to set up the following:

  1. The drop-down list determines the mail server from which the parameters are displayed.
  2. Enter the SMTP  hostname of the mail server.
  3. Enter the SMTP  port number of the mail server.
  4. Enable SMTP authentication.
  5. Enable starting TLS protocol.
  6. Enter the username of the mail server.
  7. Enter the password for the mail server.
  8. Enter the email address a recipient will see as the sender’s address.
  9. You can test if the mail server works by sending an email to the address you specify in the Send a test email to field.
  10. Click the Send button to send the test email.   
    Note: Only one mail server can be active at a time. You can set a mail server to be active by clicking on the Activate button in the form of an inactive mail server. Only inactive mail servers can be deleted by clicking on the Delete button in the form of the inactive mail server.
  11. By clicking the Update existing button, the entered parameters will be applied to the selected mail server.
  12. You will create a new mail server with the entered parameters by clicking on the Create new button.
  13. Interval– enter the number of seconds between two successive executions of the mail job.
  14. Batch size – enter the maximal number of emails sent during one execution of the mail job.

Language settings

To set up the desired language, do the following:

  1. Go to the Language settings.
  2. Thick the checkbox Enable additional languages.
  3. Click on the Confirm button.
  4. Enable/disable test language.
  5. Enable/disable interface language.

 

 

Language bundles settings

Users can customize the application interface text in the Language bundles tab according to their needs – change labels’ names, create new hints, and modify notifications’ content.

A language bundle is a file consisting of the key/value pair properties. Each property is connected to one or multiple UI components based on a property key.

 

Note that it is impossible to delete default language bundles, but you can create new ones based on them. Also, it is not possible to have two active bundles of the same type simultaneously.

There are two ways to create a custom language bundle:

  1. Changing the language bundle by editing one-by-one property values.
  2. Downloading the language bundle, editing the file offline using the desired text editor, and importing it into the application.
    Note: The keys must not be changed. Otherwise, the changes will not be visible.   

    To create a new language bundle by editing one-by-one property values:

  1. Click the Actions option and select the Pencil icon for the language bundle based on which you want to create a new one.

  2. Search for the property value or key you want to change.
  3. Choose the desired key from the list. If you cannot find the key for the desired property value, you can use the preview key mode to find it easily. Please visit the Preview keys mode for more information on how to use it.
  4. Edit the text.
  5. Confirm or discard the changes you made in the property value field.
    Was this article helpful?
    Dislike 0
    Previous: How to organize a secure test using the lockdown browser and test generator
    Next: How to organize a training course awarded with certificate
    Have questions? Search our knowledgebase.