Customize Agent Branding

You can customize the appearance of the Self-Help app, system tray icon, desktop icon, and Start menu icon to match your organization's branding.

NOTE: When you change the agent branding icon text, it also changes the link file name.

Access Agent Branding

  1. In Configure, go to Tools > Agent Branding.

  2. Click the lock icon in the top right corner to edit the page.

Set an Application Icon

  1. Click .ico. The Upload Icon dialog box displays. For optimum resolution, use an icon that is 256 pixels x 256 pixels.

  2. Click Choose ICO.

  3. Browse to and select the ico image file, then click Open.

  4. Click Save Changes. After upload, the image is active for viewing at all endpoints.

  5. Click Save Changes.

Set Tray App Header and Survey Icon

  1. Click .png. For optimum resolution, use an icon that is 90 pixels x 90 pixels.

  2. Click the checkbox to use the same .png file for both light and dark backgrounds.

  3. Click Choose PNG.

  4. Browse to the .png image file and click Open. After upload, the image is active for viewing at all endpoints.

  5. Click Save Changes.

Set All User Notifications

  1. Click .png. For optimum resolution, use an icon that is 90 pixels x 90 pixels.

  2. Click the checkbox to use the same ..png file for both light and dark backgrounds.

  3. Click Choose PNG.

  4. Browse to the ..png image file and click Open. After upload, the image is active for viewing at all endpoints.

  5. Click Save Changes.

Set the Application Display Name

When you enter text in this field it affects the Desktop icon, Start menu icon, and System Tray icon.

  1. Enter text in the Application Display Name field.

    The text displays like this.

  1. Click Save Changes.

Set a Custom Title or Subtitle

  1. Enter text in the Enter Custom Title field.

  2. Enter text in the Enter Custom Subtitle field.

    In the example below, Self-Help IT Portal is the custom title and Powered by Lakeside is the subtitle.

  1. Click Save Changes.