Customizing Your Builder Online Workspace

Modified on Thu, 27 Feb at 5:39 PM

ABOUT BUILDER:  At this time, Builder is available to select customers only. However, all customers will be able to access Builder soon. To learn more about this new product, contact your customer success manager or submit a Customer Support Ticket


If you are an Actionstep Builder user with administrator privileges, you can customize the name, colors, and logos you use in your Builder Online Workspace. 


To do this:

  1. Launch the Builder Online Workspace. (See Accessing the Builder Online Workspace for help.) The Online Workspace is displayed.
  2. Click the user icon in the top-right corner of the window and choose Settings from the list of options:.
    The Settings page appears.
  3. Enter your Display name. This would typically be your firm name.
  4. Choose your Default Locale. This would typically be where your firm is located. 
  5. In the Logo section, click Change Logo to upload an image file of your firm's logo. This appears on the right side of the workspace window.
  6. In the Favicon section, click Change to upload the image that will appear on the browser tab for your workspace.
  7. Click the Font size drop-down list to choose the font size for your workspace.
  8. In the Colors section, click the three color tiles to choose the color for that area of the workspace:
    Where in the image below:
    A = Accent color
    B = Back color
    C = Menu bar color 
     
  9. Click the Save icon in the upper-right corner of the page to save and apply your changes.





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