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

Summary of Contents

Requirements
Create a New Theme
Edit an Existing Theme
Change a Default Theme
Delete a Theme

Requirements

Create a New Theme

  1. Open your Admin Portal.
  2. At the top of the Account page, click Brand Settings.
    Screen_Shot_2021-11-12_at_2.26.47_PM.png
  3. Find the Workbook Themes subsection.
    Screen_Shot_2021-11-12_at_2.36.44_PM.png
  4. Click the section's Add button, to open the theme modal.
    Screen_Shot_2021-11-12_at_2.38.12_PM.png
  5. Under Theme name, enter a name for your theme.
    Screen_Shot_2021-11-12_at_2.40.59_PM.png
  6. In the Colors dropdown, select an existing color palette or create your own.
  7. In the Text font dropdown, select the font you would like to use for all non-data text in your workbooks.
  8. In the Border shape dropdown, select the shape you would like to use for element borders.
  9. If you want to use a transparent background for workbook elements, instead of default white or theme-colored background, uncheck Show cards.
  10. In the Spacing dropdown, select the size spacing to use between workbook elements. 
  11. If you want to this theme as the default for all workbooks in the organization, check the Set as organization default checkbox.
    Screen_Shot_2021-11-12_at_2.52.04_PM.png
  12. Click Save.

Edit an Existing Theme

  1. Open your Admin Portal.
  2. At the top of the Account page, click Brand Settings.
    Screen_Shot_2021-11-12_at_2.26.47_PM.png
  3. Find the Workbook Themes subsection.
    Screen_Shot_2021-11-12_at_2.59.19_PM.png
  4. Click the vertical ••• icon for the theme you would like to set as your organization's default.
  5. Click Edit to open the theme modal.
    Screen_Shot_2021-11-12_at_3.06.44_PM_copy.png
  6. Make your changes.
  7. Click Save.

Change a Default Theme

  1. Open your Admin Portal.
  2. At the top of the Account page, click Brand Settings.
    Screen_Shot_2021-11-12_at_2.26.47_PM.png
  3. Find the Workbook Themes subsection.
    Screen_Shot_2021-11-12_at_2.59.19_PM.png
  4. Click the vertical ••• icon for the theme you would like to set as your organization's default.
  5. Click Set as default
    Screen_Shot_2021-11-12_at_3.02.50_PM.png

Delete a Theme

  1. Open your Admin Portal.
  2. At the top of the Account page, click Brand Settings.
    Screen_Shot_2021-11-12_at_2.26.47_PM.png
  3. Find the Workbook Themes subsection.
    Screen_Shot_2021-11-12_at_2.59.19_PM.png
  4. Click the vertical ••• icon for the theme you would like to set as your organization's default.
  5. Click Set as default
    Screen_Shot_2021-11-12_at_3.06.44_PM.png
  6. A confirmation modal will appear. 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 learn how to set a new default, visit Change a Default Theme.

Related Resources

Custom Fonts