TABLE OF CONTENTS
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:
| Field | Description |
| Name | Name of the Theme |
| Top Bar Text | Text you want to appear on the top bar of the client access page on accounts with this Theme (fig. 1 below) |
| Link URL | The URL of a webpage you would like to link on the client access page of accounts with this Theme |
| Link Text | The text you would like displayed for the corresponding URL on accounts with this Theme (fig. 2 below) |
| Logo | An 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.
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:
| Field | Description |
| Name | Name of the Profile |
| Theme | Which Theme (if any) you'd like applied to accounts with this Profile |
| Default Dashboard | The Default Dashboard you'd like to appear on accounts with this Profile |
| Control Cases | Allows the Profile to dictate cases that can be viewed by accounts with this Profile |
| Control Settings | Allows 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!
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