Create Appearances and assign them

Modified on Mon, Mar 24 at 6:24 PM

Introduction


An Appearance Collection is the colors and logo that you want to use. You can create a default collection that all clients get or additional collections and assign them to certain clients. For example, if you have a client that wants their branding, then, you simply create the new Appearance Collection and assign it to that client.



Step-by-step instructions



Step 1

Click on CXInvarosoft >>  ITSupportPanel, >>  Appearances, and Create appearance (or View All if you want to edit one created earlier)





Step 2

 Click on Create Appearance


Click on Create Appearance




Step 3

Fill in the name and description fields


Fill the name and description fields





Step 4

Click on the camera icon or the Upload button


4.    Click on the camera icon or on the Upload button





Step 5

Click on the Upload an Image button or on the camera icon and then select a file from your computer


Click on the Upload an Image button or on the camera icon and then select a file from your computer





Step 6

Click on Save Image


Click on  Save Image






Step 7

Type the hex code of the color


Write the hexa code of the color






Step 8

or click on the box with the color


or click on the box with the color




Step 9

Choose the color


And choose the color





Step 10

Click on Save


Click on save






Steps to assign it


Remember that there is a default appearance assigned to all your clients, indicated by the blue button to the left of the name. However, if you assign a specific appearance to a client, it will override the default one. 



Step 11

To assign the Collection click on Assign


Click on Assign




Step 12

Choose the client, group, or user from the dropdown list


Choose the client, group or user from the dropdown list




Step 13

 on the box to select a client, group, or user


Check on




Step 14

Click on Done


Click on Done





Step 15

Click on OK


Click on OK



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