System Setting Changes

Before you can start using the modules that you just enabled, there are some system wide settings that need to be updated. 

Organization Settings 

The fields listed in your organization’s profile can be used in many areas of the site such as in form field labels, html templates and custom email templates. 

To set your organization’s profile: 

1. From the Home screen, click on “Settings.”

2. You should be on the “Main” tab of the System Settings area. 

3. On the Main tab, you will see fields for your organization’s information. Please populate all fields. 

4. Click the “Save” button. 

Open

 Site Settings 

Click on the “Appearance” tab within the Settings menu. Here you will find site specific settings. 

Change Your Site’s Heading and Title 

You can change the text that appears in the top left corner of the screen and the title that appears on the tab in your internet browser. 

1. In the “Site Heading” field and the “Site Title” field, replace the text here with whatever you believe is most appropriate. In our example, and throughout this guide, we will call it “Home”. 

2. Click the “Save” button at the bottom of the page to save your changes. 

3. The page will refresh itself in 5 seconds to display the new settings. 

Open

Change Your Site’s Overall Color 

1. From the Home screen, click on “Settings.”

2. Click on the “Appearance” tab. 

3. To change your site’s overall color, click on the “Background Primary Color” field. This will open a color picker dialog box. Select a color. 

4. To change the color of the buttons on your site, click on the “Button Primary Color” field. This will open a color picker dialog box. Select a color. 

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5. For these new colors to take effect, you must put a checkmark in the “Enable Custom Theme” checkbox. 

6. Click the “Save” button at the bottom of the page to save your changes.

7. The page will refresh itself in 5 seconds to display the new color settings. 

Adding Your Logo to Your Site 

1. From the Home screen, click on “Settings.”

2. Click on the “Appearance” tab. 

3. Click on the “Choose File” button located under the “Logo” section of the Site Settings. 

4. A dialog box will open. Find your logo image file and select it. 

5. Once you have the logo uploaded, you can now change the “Logo URL” field.  

6. Put the website address of your organization in this field in the following format: http://www.site.com 

7. Click the “Save” button at the bottom of the page to save your changes. 

8. The page will refresh itself in five seconds to display the new settings. 

9. The logo should now appear in the top left corner of the screen. 

10. When clicking on the logo image in the top left corner of the screen, the Logo will now be linked to the URL that you saved in the Logo URL field. 

Adding a Favicon to Your Site 

A Favicon is a small, iconic image that represents your website. These appear on the tab of your internet browser.  

To add your favicon to the site: 

1. From the Home screen, click on “Settings.”

2. Click on the “Appearance” tab. 

3. Click on the “Choose File” button located under the “Fav Icon” section. 

4. A dialog box will open. Select the image file you want to use. 

5. Click the “Save” button at the bottom of the page to save your changes. 

6. The page will refresh itself in five seconds to display the new settings. 

7. You should now see your favicon in your web browser’s tab. 

Setting the Time Zone of Your Site 

To set the time zone of your site: 

1. From the Home screen, click on “Settings.”

2. Click on the “Appearance” tab. 

3. Scroll down to the “Time zone for this account” field. 

4. Select your time zone from the dropdown list. 

5. Click the “Save” button to save your changes. 

6. The page will refresh itself in 5 seconds to display the new settings.