How do I change our dashboard banner, Main Menu links or logo?
Our Support team changes the dashboard banner, Main Menu custom links and your logo - here's what to send them, and what you can change on the dashboard yourself.
Key Points
The dashboard banner, the Main Menu custom links and your organisation's logo are all changed by our Support team. There's no setting for you to change them yourself, even with full Rights.
To make a change, contact our Support team and send exactly what you want: the new banner wording, the link names and web addresses, or the new logo file.
Send your logo as a PNG with a transparent background. The same logo shows in FlowLogic and on the PDFs of your Forms.
You can't add more client statuses.
You can change some things yourself, such as your own dashboard tables, the order of your widgets and notices on the Notice Board.
How do I change the banner on our dashboard?
The banner is the coloured message at the top of the dashboard. Every staff member sees it when they log in. Only our Support team can add, change or remove it.
Contact our Support team and include:
The exact wording. Paste the full text you want, including any phone numbers or contact names. If you're changing part of an existing banner, say which lines to remove or replace.
Any links. A banner can include links to web pages or documents. Send the web address for each one.
The colour. Banners can be green, blue, yellow or red.
Which system. If your organisation has more than one FlowLogic system, say which ones should show the banner.
A banner stays on the dashboard until you ask us to change or remove it. If a message is only for a short time, such as a public holiday office closure, let us know when you'd like it taken down.
For short-term news that your own staff can post and update, use the Notice Board instead. See How do I post and manage notices on the Notice Board?
How do I add or change the custom links on the Main Menu?
Custom links are the links under Custom Links in the Main Menu, for example to your policies and procedures, your intranet or a training platform. Only our Support team can add, rename, change or remove them. The same applies to the links and documents in your dashboard Resources.
Contact our Support team and include:
The name of each link, exactly as staff should see it.
The full web address for each link.
For a change, the name of the existing link and its new web address. For a new document in Resources, attach the file.
Custom links show for all staff who can see the dashboard. They can't be limited to certain Groups.
If a link stops working because the page it points to has moved, send us the new web address.
How do I change our logo?
Only our Support team can change your organisation's logo. Contact our Support team and attach the new logo.
Send it as a PNG file with a transparent background, so it looks right on every screen.
The logo shows in FlowLogic, including on the dashboard.
The PDFs of your Forms, such as service agreements, use the same logo. You don't need to send a separate logo for them.
To change how a Form's PDF is laid out, such as which fields show or where page breaks go, see How do I format a Form and its PDF?
Can we add more client statuses?
No. Client statuses are set by FlowLogic and you can't add more. Every client record uses Active, Applicant, Referral, Inactive or Archived. For how each one is used, see How do I find and open a client record in the Client Section?
What can I change on the dashboard myself?
You don't need our Support team for these:
Your own record tables. Choose which Forms show as tables on your dashboard in My Profile on the Dashboard tab. This changes your dashboard only.
The order of your widgets. Click the Edit Dashboard button, the pencil icon next to Dashboard. This needs a Right, so not everyone has it.
Notices. Staff with add access to the Notice Board can post notices for everyone.
For the steps, and for the dashboard changes our Support team makes for all staff, see How do I customise my dashboard and add widgets?