Colours

Here you can determine the colour theme that displays when an insured client accesses a workflow (for example, issuing a certificate or adding a driver to a policy) and ensure that it matches the branding used for the rest of your portal.

In order to access this area, you must have View rights for Brokerage in the Level Setup section in CSR Detail or Producer Detail. To use this feature, you must have Edit rights.

1. To access the Colours area:
   • From insured detail, click Home > System Admin > Colours.
   • From any other area of the program, click Home > System Admin > Colours on the options bar or click System Admin > Colours on the navigation panel.
2. To make any modifications to the settings, click the Edit button.
   1. Optionally enter an image URL in the Background Image field.
   2. To change the colours for any of the following, hover your cursor over the square displaying to the right of the field, make the desired modifications in the colour selector popup, and click OK.
      • Page Background Colour: Background of the page launched when accessing a workflow.
      • Text Colour: Non-hyperlink text.
      • Link Colour: Hyperlink text.
      • Link Colour 2: Not used.
      • Link Colour 3: Not used.
      • Button Colour: Button background.
      • Button Text: Button labels.
      • Faded TitleBar Colour: Background of any field label.
   3. Select a Font to be used for text on the portal.
   4. Disregard the Click here to view your i-CSR account with these colours link, as this pertains to functionality supported in a prior version of Applied CSR24.
   5. Click Save to apply your changes or Cancel to discard them.