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Customizing the UI

You can replace the SailPoint branding throughout the site to match your company's style by customizing colors, brands, logos, and more.

Changing the Product Name

The product name should reflect the name your organization uses to refer to your IdentityNow implementation or your identity security program. It is displayed as the browser tab title and in various user interface pages, and it can be referenced in email messages to your users.

To change the product name:

  1. Go to Admin > Global > System Settings > Product Branding.

  2. Under Product Name, enter the name of the product that users are going to see.

  3. Select Save. The changes are displayed immediately.

Note

To change your product name back to SailPoint, delete the value in the field and select Save.

You can replace the SailPoint logo with your corporate logo by uploading a logo image file.

Image Requirements

  • Image must be a PNG file and less than 150KB.
  • The logo image should have a transparent background and use colors other than white so it will be visible on the white background.
  • The logo image can be a maximum of an 8:1 width-to-height ratio.

To add a custom logo:

  1. Go to Admin > Global > System Settings > Product Branding.

  2. Under Logo, select Browse.

  3. Choose an image file and select Open. The image preview is displayed.

  4. Select Save.

Note

You may need to refresh the page for the logo image to appear in the page header.

Customizing Colors

You can change the color scheme of your IdentityNow site to match your company's brand.

  1. Go to Admin > Global > System Settings > Product Branding.

  2. Under Navigation Bar Color, enter the hexadecimal code for the color you want the navigation bar to be.

  3. Under Action Button Color, enter the hexadecimal code for the color you want to use for all active buttons and sub-menus.

  4. To choose the color you want to use for hyperlinks in the user interface, select the Use as Link Color option. The preview is displayed.

  5. Verify that the colors you see in the preview are correct and select Save. Your color choices are applied immediately.

To reset the colors to their default values, delete the hexadecimal values and select Save.

Note

  • The colors you choose must work with white text.

Customizing for Multiple Brands

You can customize the IdentityNow interface for separate brands within your company, displaying different user interface customizations to users based on the brand they are associated with.

Defining and Mapping the Brand Attribute

Before you can create multiple brand interfaces, you must define a brand attribute and configure the mappings to set its value for your identity profiles. This attribute will be used to associate each identity to a brand.

To add a brand attribute:

  1. Go to Admin > Identities > Identity Profiles.

  2. Select an identity profile, then select Mappings.

  3. At the bottom of the page, select Add New Attribute to create a brand attribute.

  4. In the Add New Attribute dialog box, type Brand in the Name field.

  5. Choose a Source and Attribute containing the data that specifies the brand for users in this identity profile.

    Notes

    • You can apply a transform to this field if it requires data manipulation to set the value consistently for your users.
    • If your brand attribute requires more complex calculations, you can choose Complex Data Source and, in the Transform field, select the rule created by your implementers for this purpose.
  6. If prompted to update identity data, select Apply Changes in the banner at the top of the page.

Repeat this brand mapping for your other identity profiles. You only have to add the brand attribute once. For any subsequent identity profiles, just specify its mapping.

Identities in any identity profile without a mapped brand attribute will automatically see the default brand.

Optional

While you complete the rest of the brand setup, you can suspend automatic invitations to ensure your users don't receive unbranded email invitations. In the Settings page of the identity profile, select Invite Manually under Invitation Options.

Configuring Product Branding

Define the customized name, colors, and logo to display for users who are part of each brand.

  1. Go to Admin > Global > System Settings > Product Branding.

  2. Select New.

  3. In the Brand Identity Attribute field, enter the value that identifies users in this brand. This value must exactly match the users' brand attribute value. This is case-sensitive.

  4. Set the product namelogonavigation bar color, and action button color that should be used for this brand.

  5. Set the 'From:' Address to be used for emails sent by IdentityNow to users in this brand. Choose an email address you have validated as described in Setting the From Address.

  6. Select Save.

  7. Repeat these steps to add and customize each brand you need to manage.

    Tip

    Any email template that includes the product name variable will automatically use the product name configured for the recipient's brand. You can optionally edit your email templates with any other brand-specific messaging.

Sharing Branded URLs

A separate login URL is generated for each brand, rendered with the brand's colors and logo. The default login URL for your site can be used by all users, across brands, but that page always shows the default branding. After sign-in, the user interface will adjust to match the user's brand configuration.

To direct users to the branded sign-in pages, provide them the unique login URL for the brand they are assigned to.

  1. Go to Admin > Global > System Settings > Product Branding.

  2. Under Brand Identity Attribute, select the value for the brand you need a custom URL for.

  3. Under Login URL, copy the URL for your selected brand.

  4. Provide that custom URL to the brand's users.

Other Available Customizations

In addition to customizing the look and feel of your site, you can make updates to the default app icons, emails, URLs, and usage agreements.

Changing App Icons

You can change the icon associated with applications configured in your site.

Image Requirements

  • The image must be a PNG or JPG.
  • The image must be smaller than 5MB.
  • Use a 1:1 width:height ratio to avoid distortion.

To change the icon of an application:

  1. Go to Admin > Applications.

  2. Select the application you want to change the icon for.

  3. Select Settings.

  4. Select the pencil icon pencil to the right of the App Icon.

  5. Select the image you want to use for the app icon and select Open.

The new image is displayed in the Application Settings, the Applications list in the Admin interface, and the Request Center.

Customizing Emails

For email customization and configuration options, refer to Customizing Email Templates.

Creating a Vanity URL

Contact SailPoint Support to create a vanity URL for your site.

Creating a Usage Agreement

You can define a usage agreement to communicate your organizational policy for using IdentityNow. This might include confidentiality agreements or restricted usage guidelines, such as prohibitions on storing confidential data.

  1. Go to Admin > Global > System Settings > Usage Agreement.

  2. In the SailPoint Usage Agreement panel, select Enable.

  3. Type a usage agreement in the text editor and select Save.

When a usage agreement is enabled, users must accept it before they can access IdentityNow. They are prompted to accept the terms:

  • During registration, for users who receive an email invitation to register.
  • Upon their first sign-in attempt, for users who use alternative authentication methods to access IdentityNow, such as pass-through authentication or single sign-on.
  • During their first sign-in attempt after the agreement is configured, for users who have previously registered or accessed IdentityNow.

Every time you edit the usage agreement, users are prompted to accept the terms again. To disable the usage agreement, clear the Enable checkbox.