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Branding Settings (Reseller)

Updated

Overview

Use the links below to jump to a section:

General

To configure general branding settings, navigate to Administration > Settings > Branding Settings > General:

Branding Settings page, General Tab. Portal, School, and Library tabs also displayed.

The following settings can be configured in the General tab:

  • Theme - Color theme of the Portal. There are three options:
    1. Standard (Blue),
    2. Dark (Dark Gray), and
    3. Light (Light Gray).
  • Email / Report Primary Color - This is used on all system emails along with any reports generated from the portal. Must be valid hexadecimal color code (e.g. #0F0F0F).
  • Email Logo - The logo that appears in system emails.

  • Report Default Logo - The company logo that appears in PDF reports. (Image below). 
     

    Report Default Logo

  • Report Default Cover Image - The cover logo that appears at the top of a PDF report.
     

    Cover logo at the top of a PDF report

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Portal

Resellers have the ability to customize the branding of the admin/user portal. To customize portal branding, navigate to Administration > Settings > Branding Settings > Portal. 

Portal Tab

The following settings can be configured on the Portal tab:

White Labeling

  • Portal URL - The URL used to access the admin portal. Click the "Change Custom URL" button to create a custom URL. Use the {site_url} tag to display this URL in system emails. There are two types of custom URLs, subdomains and custom domains:
    • Subdomains: This option will generate a subdomain based on the domain name you enter. No additional configuration is required.
    • Custom Domains: This option allows the use of a domain that you own. Make sure to point the A record of the domain to the IP defined in the portal. 

  • Page Title - A custom page title that will prepend the portal page you're on:
     

    Example of a custom page title

  • Copyright - The copyright that will display at the bottom of portal pages. Use the {copyright} tag to display this link in system emails. 
     

    Copyright at the bottom of portal pages. Use {copyright} tag to set.
  • Org/Company - This value will appear in generated reports and system emails. Use the {msp_company} tag to display this link in system emails. 
  • Support Address - This email address will appear in system emails and the Need Help? page. The "Submit Ticket" button will send an email to the support address. Use the {support_address} tag to display this link in system emails. 
  • Support Link - A link to the support page. Use the {support_link} tag to display this link in system emails. 
  • Privacy Link - A link to the privacy policy regarding simulated phishing attacks. Use the {privacy_link} tag to display this link in system emails. 
  • Terms Link - A link to terms regarding simulated phishing attacks. Use the {terms_link} tag to display this link in system emails. 
  • Support Phone - The phone number to reach your support team. This number appears on the Need Help? page and in system emails. The variable for this field is {support_phone}. 

NOTE: To preview and edit portal system emails, navigate to Administration > Manage System Emails.

Logos and Icons

To add a logo, click the "Choose File" button and choose an image that conforms to the dimensions specified by the logo type.

  • Sign In Logo - The logo that appears on the portal login page.
  • Portal Logo - The logo that appears on the top-left side of the portal when the main menu is expanded. 
  • Portal Logo Collapsed - The logo that appears on the top-left side of the portal when the main menu is collapsed. 

  • Portal Favicon - The small image that is displayed next to the page title.
     

    Small image (logo) next to the page title
  • Hide Support Address on help page - Hide your support email on the Help page. 
  • Custom Reseller Terms of Service - Add custom terms of service for you product. 

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School

To configure your organization's school branding settings, navigate to:

Administration > Settings > Branding Settings > School.

Administration > Settings > Branding Settings > School tab

The following settings can be configured on the School tab:

White Labeling

  • School URL - The URL of your school. Click the "Change Custom URL" button to create a custom school URL. Use the {school_url} tag to display this URL in system emails.
  • School Copyright - A copyright that can be displayed in system emails with the {school_copyright} tag.
  • School Org/Company Title - A custom page title that will prepend the school portal page you're on. Use the {school_company} tag to display this URL in system emails.
  • School Support Email - An email address for school support emails. Use the {school_support_email} tag in system emails to display this email address.
  • School Support Phone - The support phone number for your school. Use the {school_support_phone} tag to display this phone number in system emails.
  • Email Signature Name - A generic name that can be used in system email templates. Use the {email_signer_name} tag in system emails to display this text.
  • Email Signature Title - A generic title that can be used in system email templates. Use the {email_signer_title} tag in system emails to display this text.
  • Email School Disclaimer - Disclaimer text for use in system emails. Use the {school_disclaimer} tag to display this text in system emails.

NOTE: To preview and edit school system emails, navigate to Administration > Manage System Emails.

Logos and Icons

To add a logo, click the "Choose File" button and choose an image that conforms to the dimensions specified by the logo type.

  • School Sign In Logo - The logo that appears on the school login page. 
  • School Header Logo - The logo that appears on the top-left side of the school portal when the main menu is expanded. 
  • School Logo Collapsed - The logo that appears on the top-left side of the school portal when the main menu is collapsed. 

  • School Favicon - The small image that's displayed next to the page title.
     

    Small image (logo) next to the page title

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Library

Resellers have the Library tab which provides Template and Course Library customization options:

Library tab in Branding Settings

The following settings can be configured on the Library tab:

General

  • Library Account - Choose the Master Library or your own custom Library.

    NOTE: To use a custom library, you will need to create a sub-account to act as the library account. All other sub-accounts will see this accounts templates as the library instead of the main system library. Once the account is created and filled with templates, use this drop-down to switch to that account. Your main account and the library account will still see the main system library.

  • Library Contact Name - The name of the library manager who will get any library request emails.
  • Library Contact Email - The email of the library manager who will get any library request emails.
  • Add PhishingBox Library Templates - If enabled, the PhishingBox Library templates will be loaded in addition to templates in the chosen library account.
  • Add PhishingBox Library Courses - If enabled, the PhishingBox Library courses will be loaded in addition to courses in the chosen library account.

Library Templates

  • Default Phishing Email Template - The email template that will be used when users create a new email template to pre-populate settings.
  • Default Phishing Landing Page Template - The landing page template that will be used when users create a new email template to pre-populate settings.
  • Default Training Page Template - The training page template that will be used when users create a new email template to pre-populate settings.
  • Default Training Email Template - The training email template that will be used when users create a new email template to pre-populate settings.

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