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Customizing the UI

Take your site to the next level by customizing colors, brands, logos, and more.

Changing the Default Branding

You can customize your users' experience with our advanced branding capabilities. Feature your company name, logos, and colors, providing your network with top to bottom brand immersion.

Changing the Product Name

You can replace the SailPoint branding throughout the site with your own, including the following:

  • The web app title in your browser tab or window title
  • The account title next to our SailPoint logo in Passwords
  • The global usage agreement panel
  • Email registration invitations
  • User authentication settings

1. In the Admin interface, go to Global > System Settings > Product Branding.

2. Under Product Name, type 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.

productname.png

Changing the Product Logo and Icon

You can replace the SailPoint logo with your corporate logo. The user interface supports both a standard width image and a narrow image icon used for small screens and mobile devices.

Best Practices

  • Images must be PNG files and less than 150KB
  • Each image must be a maximum of 8:1 width to height ratio. Images wider than that will be distorted to fit that ratio.
  • Logo images should be 100 pixels tall. Browsers will resize images that are taller or shorter than that.
  • For the narrow image, a maximum of 2:1 width to height ratio is recommended.
  • The image should have a transparent background.
  • The image should use colors other than white so it will be visible on the white background.

1. In the Admin interface, go to Global > System Settings > Product Branding.

2. In the Logo panel, select Browse.

3. Choose an image, then select Open. A preview of the image appears to the right of the field.

4. Under Icon, select Browse.

5. Choose an image and select Open. The preview is displayed.

6. Select Save. The new image is displayed at the top of the page.

logo.png

icon.png

Customizing Colors

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

Prerequisite: Know which colors you would like to use for your site and their hexadecimal values.

1. From the Admin interface, go to Global > System Settings > Product Branding.

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

navbarcolor.png

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

actionbuttoncolor.png

4. To choose the color you want to use for links after they've been clicked, select the Use as Link Color option.

The colors you select appear immediately in the preview on the right.

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

For example, the dark blue navigation bar in the screenshot on the right matches the applied hexadecimal code of #011E69. The light blue action buttons match the applied hex code of #20B2DE.

Notes

  • To reset the colors to their default values, delete the hexadecimal values and select Save.
  • The color customizations for branding do not change the colors of the dashboard.
  • 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 by defining brand identity attributes then mapping them to identity profiles.

Prerequisites:

  • Know how to map your employees to their brands through a specific attribute on a source system that maps directly to a brand name.
  • Know how to map your employees to their brands through a calculated value provided by a custom rule. If you need to calculate the brand, request a rule from Services.
  • Know the correct capitalization and spelling of all possible brand attribute values.
  • Review this help topic completely for other areas that might be affected by brand-specific settings before proceeding.

1. In the Admin interface, go to Identity Profiles.

2. Select an identity profile, then select Mappings.

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

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

addattributebranding.png

6. From the Source drop-down, select a source with an attribute that is brand-specific for each identity profile.

brandattribute.png

You can choose a source attribute that contains unique brand information per identity, or if you are using a rule, a complex data source.

7. From the Attribute drop-down, select the brand attribute to map to the identity and select Save.

Note

If you are choosing a complex data source with a transform, use the rule you requested from SailPoint Services.

8. If prompted to update identity data, select Update in the yellow banner at the top of the page.

9. In the Settings page of the identity profile, scroll down to Invitation Options and select Invite Manually to ensure that you aren't sending unbranded email invitations to your employees.

invitemanually.png

10. Repeat these steps for each identity profile in your system that needs a branded experience. Any identity profile that doesn't have a mapped Brand attribute will automatically use the default brand.

Now you can...

1. Go to Global > System Settings > Product Branding in the Admin interface.

2. Select New.

3. In the Brand Identity Attribute field, type in the brand attribute value. Be sure the value in this field exactly matches the value of the brand attribute you selected for mapping.

4. Complete the customizations for product namelogo, iconnavigation bar color, and action button color.

To set the 'From:' Address, choose an email address configured by SailPoint as described in Setting the From Address.

Note

The color customizations for branding do not change the colors of the dashboard.

5. Select Save.

Users whose brand attribute matches the value of the selected Brand Identity Attribute will see the customized name, colors, and logo specified for their brand.

6. Select New and repeat these steps to add and customize each brand you need to manage.

Optional: Edit the email template with any brand-specific messaging.

Sharing Branded URLs

If you have multiple brands, you will need to provide each user with the unique URL for the brand they are assigned to.

1. In the Admin Interface, go to Global > System Settings > Product Branding.

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

branddropdown.png

If the value isn't listed, follow these steps to add new brand attributes.

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

4. Paste and send the custom URL to your users.

branding login url.png

Sending Branded Emails

You can create an address so that emails generated by IdentityNow match your company's brand or naming conventions.

1. In the Admin Interface, go to Global > System Settings > Product Branding.

2. Under Brand Identity Attribute, select the value that corresponds to the brand you want to use an email alias for.

If the value isn't listed, follow these steps to add new brand attributes.

3. Under 'From:' Address, select the email address you would like users to receive emails from.

Note

If a specific brand identity isn't set, then emails will use the default settings for the brand. If that default is not specified, the email will default to SailPoint's settings.

branddropdown.png

branding email alias.jpg

Changing the Default Behavior

In addition to customizing the look and feel of your site, you can make updates to some of the default settings as well.

Changing App and Source Icons

You can change the default icon already associated with an app or source.

Prerequisites:

  • The image must be a PNG or JPG
  • The image must be smaller than 5MB
  • Assume a 1:1 width:height ratio to avoid distortion in the icon

Apps

Complete the following steps:

1. In the Admin interface, go to Applications.

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

3. Select Settings.

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

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

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

Sources

1. In the Admin interface, go to Connections > Sources.

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

3. Select the Edit icon to the right of the source's icon.

src icon.png

4. Choose the image you want to use for the icon and select Open.

The new image is displayed in source's configuration and the Sources list in the Admin interface.

Customizing Emails

For email customization and configuration options, see Customizing Email Templates

Creating a Vanity URL

To create a vanity URL for your site, see the Wiki for specific instructions.

Creating a Usage Agreement

You can define a usage agreement to apply a specific policy for using an app. This might include confidentiality agreements or restricted usage guidelines, such as prohibitions on storing confidential data in that particular app.

When a usage agreement is enabled, the system prompts users to accept the terms based on their status in the system, as follows:

Users who have not registered can still sign in using their Active Directory account if the IdentityNow site is configured for pass-through authentication. When this happens, they are prompted to accept the usage agreement after their first sign in. Users who can successfully authenticate to IdentityNow do not need to register.

Note

This scenario is most likely when the users are part of the testing process, the deployment process, or the initial set of administrators added to the system.

Users who receive an email invitation to register as IdentityNow users accept the usage agreement during the registration process.

1. In the Admin interface, go to 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 users sign in for the first time, they'll see a prompt that contains the usage agreement. The user cannot sign in to the app until they accept the agreement.

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