2. Click on ‘Styling’ section highlighted below

Portal Branding and Styling

Styling

1. Login from Admin user and go to setting icon

SAXO PORTFOLIO MANAGER USER GUIDE 1

4. A user can also change the default color theme for portal and also upload CSS enabled style sheets onto the portal.

3. A user can change Company Logo and Application Icon for the portal.

SAXO PORTFOLIO MANAGER USER GUIDE 2

Company Info

1. You can update the company info such as contact information by clicking on ‘Company Info’ tab

Please note as a minimum you will have to keep the footer as below, Footer cannot be blank, in the example below, a “.” has been used. The wording for Privacy and Terms of service are editable too.

SAXO PORTFOLIO MANAGER USER GUIDE 3

Email Templates

1) Email templates can be edited using the Email Templates tab. You can change the content of the registration mail and press submit. Do not alter text such as %Text%, it is used to pick the different fields in the email.

2) You can also change the email template for the password change mail and press submit. Do not alter text such as %Text%, it is used to pick the different fields in the email.

SAXO PORTFOLIO MANAGER USER GUIDE 4

3) You can change the content of the Report mail too and press submit. Do not alter text such as %Text%, it is used to pick the different fields in the email.

SAXO PORTFOLIO MANAGER USER GUIDE 5