Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Workbooks Support: Your Go-To Guide
- Getting Started
- Preferences
- Activities
- Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Using the Case Portal
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Event Management
- Compliance Records
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- Sending Emails in GatorMail
- Advanced Features
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorPopup
- Integrations
- SFTP/FTP Processes
- Docusign Integration
- DocuSign Functionality
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- People & Organisations
- Introduction to People & Organisations
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Releases & Roadmap
Sign In Customisation
An overview of how to customise your login screen to show your own branding via your domain.
You can customise your login screen to show your own branding via your own domain (e.g. wb.workbooks.com) or the main URL (secure.workbooks.com). This customisation is available via Start > Configuration > Customisation > Sign In, where administrators can preview and configure the page.
Customisation Options
- Images:
- Background image
- Logo (with configurable URL link and alt text)
- Favicon and Apple touch icon
- Text Content:
- Headline title and subtitle
- Authentication Options:
- Available options align with settings in the Authentication Policies window, which allows omitting any OAuth choices and the username/password login (including the “Forgot Password” link).
When accessing the login through the main URL, the default login form is displayed. However, if accessed via the your unique domain, only the configured elements and allowed authentication options will appear.
Within the Authentication Policies button at the top of the page, you will be able to define how your users can authenticate with Workbooks. For more information please see Configuring Security Policies.
Tip
We recommend you bookmark your domain specific URL to always see your own Workbooks Sign-In page.
Setting an authentication method to "On" rather than accepting the Account default will force that authentication option to be shown on your Sign in page when one is configured even when that authentication option is disabled for all other users.