Manage Workbook Themes
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
- You must be an organization Admin or be assigned a custom account type permitted to manage workbook themes. Learn about user account types.
Create a New Theme
- Open your Admin Portal.
- At the top of the Account page, click Brand Settings.
- Find the Workbook Themes subsection.
- Click the section's Add button, to open the theme modal.
- Under Theme name, enter a name for your theme.
- In the Colors dropdown, select an existing color palette or create your own.
- In the Text font dropdown, select the font you would like to use for all non-data text in your workbooks.
- In the Border shape dropdown, select the shape you would like to use for element borders.
- If you want to use a transparent background for workbook elements, instead of default white or theme-colored background, uncheck Show cards.
- In the Spacing dropdown, select the size spacing to use between workbook elements.
- If you want to this theme as the default for all workbooks in the organization, check the Set as organization default checkbox.
- Click Save.
Edit an Existing Theme
- Open your Admin Portal.
- At the top of the Account page, click Brand Settings.
- Find the Workbook Themes subsection.
- Click the vertical ••• icon for the theme you would like to set as your organization's default.
- Click Edit to open the theme modal.
- Make your changes.
- Click Save.
Change a Default Theme
- Open your Admin Portal.
- At the top of the Account page, click Brand Settings.
- Find the Workbook Themes subsection.
- Click the vertical ••• icon for the theme you would like to set as your organization's default.
- Click Set as default.
Delete a Theme
- Open your Admin Portal.
- At the top of the Account page, click Brand Settings.
- Find the Workbook Themes subsection.
- Click the vertical ••• icon for the theme you would like to set as your organization's default.
- Click Set as default.
- 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.