Visual Identity

Visual Identity lets you match TAS to your corporate branding: the primary color, the logos on the login page, in emails and in the browser tab, and the items of the side menu. Changes apply to all users. The page is available to administrators; open it from the Administration menu using the Visual Identity tile in the Application management and configuration group.

Color scheme

No.ElementPurpose
1Color schemeTab with the primary color of the application.
2LogosTab with the logos.
3MenuTab with the side menu items.
4ResetRestores the content of the open tab to its default state. Asks for confirmation first.
5SaveSaves the changes on the open tab. Active only when you have unsaved changes.
6Save and closeSaves the changes and takes you back to the Administration menu.
7CloseTakes you back to the Administration menu.
8Primary colorClick the color square to open the color picker.
9Primary color hex codeCode of the selected color. Read-only.
10Sample component preview (light mode)How buttons, tags and headings will look with the new color in light mode.
11Sample component preview (dark mode)The same in dark mode.

Below the component previews are previews of the login page in light and dark mode and a preview of an email notification.

The primary color is used, for example, on primary and AI buttons, illustrations, icons and system email notifications. The preview also shows elements with a fixed color that do not change with the primary color, such as delete buttons. Once saved, the new color takes effect throughout the application and in emails. Reset asks Do you really want to reset the colors? and restores the default TAS color.

Logos

No.ElementPurpose
1Login screen logo (light mode)Logo on the login page in light mode.
2Add logoClick to select a file, or drag it into the field.
3RecommendationRequired format and minimum file dimensions.
4PreviewHow the login page will look with the logo.
5Login screen logo (dark mode)Logo on the login page in dark mode.

Below them are the Email and Favicon (browser tab icon) cards with an email preview and a browser tab preview.

LogoFormatDimensions
Login screen, light and dark modePNG, JPGCropped to a 5 : 2 ratio, saved as 400 × 160 px. Use an image at least this size.
EmailPNG, JPGFree crop.
FaviconPNG, JPG, ICO, SVG, WEBPSquare crop, saved as 64 × 64 px.
  1. On the logo card, click the Add logo field and select a file, or drag it in.
  2. Set the crop area in the cropping tool. The Delete logo button discards the selection.
  3. Click Upload, or click Save in the header directly; all logos with a prepared crop are saved.
  4. To delete an uploaded logo, click the trash icon next to the preview. The application asks Do you really want to delete the logo?.

The application rejects files of any other type with the message Invalid file format. Reset on this tab deletes all four logos and restores the defaults.

On the Menu tab you edit the side menu items. The New case and Dashboard buttons always stay in place and cannot be changed.

No.ElementPurpose
1InformationA reminder that the menu is configured by role level.
2UserItems visible to all users.
3AdminItems for administrators. Displayed in the ADMIN group.
4MoveDrag by the icon to change the order of the item within the group.
5Icon and nameHow the item appears in the menu. Click the row to expand the item.
6ExpandOpens the item settings.
7DeleteRemoves the item from the menu. The application does not ask for confirmation; the change takes effect only after saving.
8Add itemAdds a new item to the group.

There are three levels: User, PowerUser and Admin. A higher level also sees the items of lower levels. An administrator therefore sees the items of all groups, a regular user only the User group.

Item settings

FieldPurpose
IconIcon of the item in the menu.
NameRequired. Text of the item. For standard items, enter a translation key (for example tasks, cases, overviews) and the name is displayed in the user's language. Custom text is displayed as is, unless you fill in the language variants.
Other language variantsExpands a Name field for each language. The AI button next to the link translates the names if AI is enabled.
URLRequired. The address the item leads to. Enter internal pages as relative paths, for example /tasks.
MethodGET opens the link. POST sends a request with a body to the specified address.
BodyContent of the request being sent. Displayed only for the POST method.
Role restrictionUser, PowerUser or Admin. Changing it moves the item to the corresponding group.
New windowThe link opens in a new browser tab.
IframeThe page is displayed inside TAS. The address must start with http(s) or /assets/uploads.
  1. In the User group, click Add item.
  2. Select an icon and fill in Name and URL, for example a link to your company intranet.
  3. If the link should open outside TAS, select New window.
  4. Click Save. If the name or URL is missing, the application refuses to save and highlights the empty fields.

Reset on this tab asks Do you really want to reset the menu? and restores the default TAS menu.

Menu and switches in Configuration
The switches for hiding Tasks, Cases and Statistics in Configuration apply only to the default menu. Once you save the menu on this tab, the display of items is controlled solely by this setting.
Unsaved changes
If you switch tabs, close the page or navigate elsewhere with unsaved changes, the application asks whether to save them. Each tab is saved separately.

Related: Configuration, Settings.

Access Token Settings & Session Expiration
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