Branding & Customization

BioT offers a range of options to brand and customize the Manufacturer and Organization portals. Some options - Theme, Favicon, and Logo- can be configured directly per organization in the Console. Others, Custom Domain Name, Custom Messages, and Email Templates, apply across your entire environment and are configured by contacting BioT.

General Branding

The following options apply across your entire environment. To customize any of these elements, contact us and let us know what you'd like to customize. We'll let you know how to send us the materials and will apply them for you.

Custom Domain Name

BioT allows your environment to have its own domain name. Simply provide us with the full URLs for the three portals: Console, Manufacturer Portal, Organization Portal. BioT will then provide you with precise instructions on how to configure your DNS servers to point to the correct locations.

Custom Messages

BioT allows you to set custom messages in the different portals. For example, the welcome message can be customized to welcome the user into your custom organization portal:


Email Templates

BioT allows you to personalize the templates of emails that are sent from the platform. Discover the available templates here.

An email template is essentially an HTML file that incorporates placeholders for dynamic strings. These strings are replaced at runtime based on the recipient's locale (language and region).

Template File

The template file should be used for:

  • The template file describes only the visual design of the email.
  • It should only contain HTML code. Text content should be added elsewhere.

Adding Text to the Email:

  • The template uses email markers to indicate where text content should be inserted.
  • These markers are variable fields enclosed by ${ at the beginning and }$ at the end.
  • BioT automatically replaces these markers with corresponding text from the locale JSON file. (See more info below)

Example

${important_message}$ in the template will be replaced by "important_message": "This is an important message" from the locale file.

Dynamic Fields

BioT supplies some dynamic fields that refer to the recipient of the message.

  • {{FIRST_NAME}} - The first name of the recipient
  • {{LAST_NAME}} - The last name of the recipient
  • {USER_NAME} - The user name of the recipient

You may set these in the dynamic markers in the locale JSON file to be dynamically replaced by BioT.

Example

"Hello {{FIRST_NAME}} would be replaced with "Hello Jack" in the actual email message.

Locale Files for Email Text

  • Locale files store the text content for your email messages. They use a key-value format.
  • Keys: These are alphanumeric names (letters and numbers) that uniquely identify each piece of text.
  • Values: These are the actual text strings, which can be in any language you support.
  • Multiple Locale Files: Create separate locale files for each language you want to offer. The name of the locale file should be the locale it represents, for example en-au.json for Australian English.
  • Matching Locale Files: BioT automatically selects the appropriate locale file based on the recipient's user profile. For example:
    • If a user's locale is es-es (Spanish, Spain), BioT will search for an es-es.json file.
    • If no es-es.json file exists, BioT will fall back to the default en-us.json file (English, United States).

Password Restrictions

Please refer to the Password Policy page.

Organization Branding

Theme, Favicon, and Logo can be set per organization. If an organization has its own Theme, Favicon, or Logo configured, it overrides the manufacturer's default branding for that organization; if not, the manufacturer's branding is used. Changes take effect the next time a user logs in. To set the default branding, edit the Branding tab on the manufacturer organization - the organization named after your company.

The Branding tab isn't shown by default; To enable it, go to Portal Builder, select the Manufacturer Portal, choose Organization - Organization - Add, Edit, Expand, then check the Branding Attributes you want to expose (Theme, Favicon, Logo) and Save. See Editing Organizations for the full walkthrough.

Custom Logo

You can upload your logo directly through the Branding tab on any organization (see above). The logo will be embedded into the different portals and appear in the login screen in the upper left corner:

And after login, in the upper right corner:

Logo Guidelines

The logo should be supplied in SVG format and have minimal to no margins in a file named logo.svg

Favicon

You can upload your favicon directly through the Branding tab on any organization (see above).

Favicon Guidelines

The Favicon should be supplied in 2 files:

  • 32 x 32 px PNG format image named favicon-32.png.
  • 256 x 256 px PNG format image named favicon-256.png.

For best results use transparency for image background.

Theme File

You can upload your theme file directly through the Branding tab on any organization (see above).

The default BioT theme file can be downloaded from here: Default BioT Theme

You may edit this theme file to be later uploaded to your account.

Theme Colors

BioT allows setting up the portal colors.

{
"palette":{
     "primary":{
        "darkest":"#color",
        "dark":"#color",
        "medium":"#color",
        "light":"#color",
        "lighter":"#color",
        "lightest":"#color"
     },
     "secondary":{
        "darkest":"#color",
        "dark":"#color",
        "medium":"#color",
        "light":"#color",
        "lightest":"#color"
     },
     "error":{
        "darkest":"#color",
        "dark":"#color",
        "medium":"#color",
        "light":"#color",
        "lighter":"#color",
        "lightest":"#color"
     },
     "grayScale":{
        "darkest":"#color",
        "darker3":"#color",
        "darker2":"#color",
        "darker":"#color",
        "dark":"#color",
        "medium":"#color",
        "light":"#color",
        "lighter":"#color",
        "lightest":"#color"
     },
     "alert":{
        "critical":"#color",
        "major":"#color",
        "minor":"#color",
        "neutral":"#color"
     }
  }
}

Each color code is optional and specifying it will override the system default

A color is defined by a HEX color code. For example, the string #0A32E6 will produce

some _blue_ text.


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