Inherit or override customizations from the service provider

By default, when a Subscriber account is on-boarded (for example, a child account created by the service provider), it inherits all customizations that are applied to the service provider’s self-service site. Subscriber accounts can override these customizations and independently configure their self-service site.

1. On the STA Token Management console, select Self-Service > Configuring Self-Service > Set Customizations Inherit.

   

2. Clear the Use Inherit Customizations check box and then click Apply.

3. To inherit customizations from the service provider, select the Use Inherit Customizations check box and then click Apply.

Customize the appearance of the self-service site

You can customize the appearance of the following:

• Logo, images, and colors

• Navigation and other buttons

• Fonts

Customize the logo, images, and colors

1. On the STA Token Management console, select Self-Service > Configuring Self-Service > Configure Self-Service Appearance.

   

2. Configure the logos, images, and colors as required, and then click Apply: 

   • Self-Service Logo—The logo that displays at the top-center of the self-service site.

     • Format: png, jpg, or gif

     • Dimensions: 387 x 70 pixels

   • Logo Background Color—The color behind the logo; spanning the width of the page.

     • Dimensions: page width x 70 pixels

   • Banner Image—The image in the banner area, which includes the navigation buttons.

     • Dimensions: page width x 80 pixels

   • Banner Color—The color behind the banner image; spanning the width of the page.

     • Dimensions: page width x 80 pixels

   • Homepage Background—The image on the home page background.

     • Dimensions: page width x 80 pixels (max)

   • Homepage Color—The color displayed behind the Homepage Background image.

   • Page Background—The background image used on all pages other than the home page.

   • Page Color—The color displayed behind the Page Background image on all pages other than the home page.

   • Language Icon—An optional icon displayed in the page footer to provide language selection options on the page.

   • Help Text Background—The background color for help text.

   • Error Text Background—The background color for error messages.

   • Input Field Border Color—The color of the border surrounding input fields.

   • Input Field Background Color—The background color for input fields.

3. To display the self-service home page and view the effect of your settings, in the Configuring Self-Service module, select Self-Service Policy and click the Self-Service Unique URL.

4. From the self-service home page, click any of the service icons (for example, My Profile) to display the service page and view the effect of your page background and page color settings.

   

Customize buttons and icons

1. On the STA Token Management console, select Self-Service > Configuring Self-Service > Configure Self-Service Buttons.

   

2. Configure the buttons and icons as required, and then click Apply:

   • Small Button—Used for navigation throughout the site. Button images can be uploaded, selected from a list of available buttons, or configured as an HTML button. Dimensions 120 x 28 pixels.

   • Button Text—Select the font, size, color, and weight for the text on small buttons.

   • Button Hover Text—Modify the appearance of the button text when hovering over the button.

   • Large Button—Some options, such as choosing the type of token, use a large button. Button images can be uploaded, selected from a list of available buttons, or configured as an HTML button. Dimensions: 400 x 28 pixels.

   • Icons—Service icons can be replaced with uploaded images. Format: png, jpg, or gif. Dimensions: 100 x 100 pixels.

   • Language Icon—The language icon can be replaced with an image or text. Dimensions: 96 x 20 pixels.

3. To display the self-service home page and view the effect of your settings, in the Configuring Self-Service module, select Self-Service Policy and click the Self-Service Unique URL.

4. From the self-service home page, click any of the service icons (for example, My Profile) to display the service page and view the effect of your settings.

Configure self-service fonts

Use this section to change the fonts used on the self-service pages.

• Site Title—The title displayed in the banner area.

• Page Title—The title below the banner area and to the left of the | separator.

• Page Service—The title below the banner area and to the right of the | separator.

• Field Label—The font used throughout the site for field labels.

• Help Text—The font used in help panels.

• Error Text—The font used for error messages.

• Footer Text—The font used in the footer.

Set the default language for the self-service site

The self-service site can be configured to provide services in any number of languages. The default service is based on an English language set. Administrators can create additional language sets using the English set as a guide. Log files are always presented in the English language.

You can specify the default language for the self-service site. The English and French language sets are preconfigured, with English as the default. Users can set the language for the self-service site.

1. On the STA Token Management console, select the Self-Service tab, in the Configuring Self-Service module, select Language.

2. In the Self-Service Default Language list, select the language and then click Save.