An Admin can manage and define workbook themes for an organization from the Admin Portal.

Summary of Contents

View Workbook Themes

Create a New Theme

Edit an Existing Theme

Change a Default Theme

Delete a Theme

Requirements

  • Admin access for an organization

View Workbook Themes

The workbook themes saved by an Admin can be viewed in the Account tab of the Admin Portal. After a theme is set as a default theme, it will be marked with default badge in the Workbook Themes section.

AdminPortal_WorkbookThemes_EgsDefault.png

Create a New Theme

To create a new workbook theme, do the following:

Note: You can also create a new theme from an existing theme. See the Edit an Existing Theme section below for more information.

  1. In the Workbook Themes section of the Account page, click the Add button. The Save as an Organization Theme modal opens.
    AdminPortal_WorkbookThemes_AddButton.png
  2. In the Theme Name field, type a theme name to distinguish it from others.
    WbTheme_SaveAsOrgModal_ThemeName.png
  3. Click the Color drop-down menu to view, select, or edit a color palette.
    WbTheme_SavAsOrgThm_ColorDD_Snip2.png
  4. In the expanded Color drop-down menu, select from a predefined light or dark palette in the Palette tab.
    WbTheme_SavAsOrgThm_ColorExp_Pallettes.png
    Click the Custom tab to modify the palette selected in the Palette tab.
    WbTheme_SaveAsOrgThm_ColorDD_Custom.png
  5. Define the other Theme Settings options as desired.
    WbTheme_SaveAsOrgThm_wName_ThmSettings_MainOpts.png
  6. Optionally, if you desire for the current theme to become the Default theme for the entire organization, select the Set As Organization Default checkbox.
    WbTheme_SaveAsOrgThm_wName_DefaultCb.png
  7. Click Save. Your new theme will now be listed in the Workbook Themes section.
    AdminPortal_WorkbookThemes_3ex_wNewThm.png

Edit an Existing Theme

To edit an existing workbook theme, do the following:

  1. In the Workbook Themes section of the Account page, click the three dots to the far-right of the theme you wish to edit.
    AdminPortal_WorkbookThemes_3ex_Kabob.png
  2. In the Actions menu, click Edit. The Edit Organization Theme modal opens.
    AdminPortal_WorkbookThemes_KabobExp_Edit.png
  3. Ensure the Update Existing radio button is selected and update the Theme Name field, if desired, to reflect an updated theme.
    Note: If you desire to create a new theme based on this theme, select the New radio button and enter a name in the Theme Name field.
    WbTheme_EditOrgThemeModal_NewNameUpdate.png
  4. Click the Color drop-down menu to view, select, or edit a color palette.
    WbTheme_EditOrgThmModal_ColorDD.png
  5. In the expanded Color drop-down menu, select from a predefined light or dark palette in the Palette tab.
    WbTheme_EditOrgThmModal_Color_Palette.png
    Click the Custom tab to modify the palette selected in the Palette tab.
    WbTheme_EditOrgThmModal_Color_Custom.png
  6. Define the other Theme Settings options as desired.
    WbTheme_EditOrgThmModal_UpdateNm_ThmSettings.png
  7. Optionally, if you desire for the current theme to become the Default theme for the entire organization, select the Set As Organization Default checkbox.
    WbTheme_EditOrgThmModal_UpdateNm_Default.png
  8. Click Save. Your updated theme will be listed in the Workbook Themes section, reflecting your changes.
    AdminPortal_WbThms_Updated_UpHighlight.png

Change a Default Theme

There are two ways to change which theme is the Default: from the Workbook Themes section on the Admin Portal, or when editing an existing theme.

To change a default workbook theme in the Workbook Themes section of the Admin Portal, do the following:

  1. In the Workbook Themes section of the Account page, click the three dots to the far-right of the theme you wish to set as the default.
    AdminPortal_WbThms_Updated_Kabob.png

  2. In the Actions menu, click Set as default
    AdminPortal_WorkbookThemes_KabobExp_SetAsDefault.png

    After a theme is set as a default theme, it will be marked with default badge in the Workbook Themes section.
    AdminPortal_WbThms_NewDefault_wRed.png

Delete a Theme

To delete a workbook theme, do the following:

  1. In the Workbook Themes section of the Account page, click the three dots to the far-right of the theme you wish to delete.
    AdminPortal_WbThms_Updated_Kabob.png

  2. In the Actions menu, click Delete
    AdminPortal_WorkbookThemes_KabobExp_Delete.png

  3. A Delete Workbook Theme confirmation modal appears indicating that all workbooks using this theme will revert to the default workbook theme if it is deleted. Click Delete to continue, or click Cancel the continue without deleting the theme.
    Note: If a default workbook theme is deleted, workbooks using the theme will revert to a system default, which is the "Light" theme. To apply a new default, see the Change Default Theme section above.
    AdminPortal_WbThm_DeleteConfirm_Delete.png
    The deleted workbook theme is no longer listed in the Workbook Themes section.
    AdminPortal_WorkbookThemes_Egs.png