TABLE OF CONTENTS


Overview - Themes and Profiles


Themes and Profiles respectively, aid in customising and streamlining your Client Access accounts!


Themes allow you to set personal URLs, company logos and even colour schemes and have these applied to Client Access accounts


Profiles allow you to set up Client Access account settings, and apply these to accounts to prevent you having to manually enter access restrictions and settings every time


Theme Set-up


To create a theme, got to System -> Client/Owner Access -> Themes



  • To create a new Theme, click on Add theme, circled in red above
  • To edit an existing Theme, click on the name of the theme, circled in purple above


Whether you are creating or editing a theme, the next screen is the same.


1. On the left hand side of Edit theme screen, you will see the below:



Here is where you can set:


FieldDescription
NameName of the Theme
Top Bar TextText you want to appear on the top bar of the client access page on accounts with this Theme (fig. 1 below)
Link URLThe URL of a webpage you would like to link on the client access page of accounts with this Theme
Link TextThe text you would like displayed for the corresponding URL on accounts with this Theme (fig. 2 below)
LogoAn image that you'd like to appear on the top bar of the client access page on accounts with this Theme, eg. a law firm logo (fig. 3 below)



This is what my client access account will look like with the details entered in the previous screenshot:



2. On the right-hand side of the Theme Edit screen, you will see a variety of colour options:



These allow you to edit the colour of various parts of the client access account.


For example: In a client access account, you are able to toggle between 'light' and 'dark' modes. Changing colours labelled as 'dark' and 'dark-text-emphasis', will edit the colours of the background and text when in dark mode. 


NOTE: In this instance, the acronym 'bg' seen next to many of these colour boxes, stand for 'background'


3. To change a colour, click on the box, and you will be presented with a box with various ways of selecting a new colour:


You can either:


  • Select a new hue from the box by clicking on it in the area of the desired colour
  • Change the colour using the rainbow bar
  • Use the dropper icon to match the colour
  • Use the RGB fields to specify a colour if you know the values you need


As always in Equinox, don't forget to hit the green Save button when you're done to make sure the changes made are saved.



Profile Set-up


To create a Profile, go to System -> Client/Owner Access -> Profiles



  • To create a new Profile, click on Add profile, circled in red above
  • To edit an existing Profile, click on the name of the profile, circled in purple above


Whether you are creating or editing a profile, the next screen is the same.


1. At the top of the Edit profile screen, you will see the below:



Here is where you can set:


FieldDescription
NameName of the Profile
ThemeWhich Theme (if any) you'd like applied to accounts with this Profile
Default DashboardThe Default Dashboard you'd like to appear on accounts with this Profile
Control CasesAllows the Profile to dictate cases that can be viewed by accounts with this Profile
Control SettingsAllows the Profile to control the settings applied to client access accounts with this Profile


2. Underneath this Details section, if you have allowed the Profile to control Cases and/or Settings, you will be able to edit details in the Cases and Settings sections:



For more information on these fields and what they do, please see our article on Setting Up Client Access Accounts


Once this is all set up, you can then apply your Profile to new or existing Client/Owner Access accounts!


Using Themes and Profiles in account set-up


To apply your Themes and/or Profiles to an account go to System -> Client/Owner Access -> Accounts, and either create or edit an account.


In the Details section, you will find fields for both Theme and Profile:



What you do next, depends on how you've set up your Profile


If you have not allowed the Profile to control Cases and Settings, you will need to continue to set up/edit the account on this page


If you have allowed the Profile to control Cases and Settings, you do not need to continue set up/editing the account on this page


If you have not set a Theme within the Profile, you will need to specify the Theme you would like to use in the Details section of this page

If you have set a Theme within the Profile, you do not have to specify a Theme in the Details section of this page

If you would like to use the Default Theme, you do not have to specify a Theme either in your Profile, or on the Details section of this page