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White-Label Administrator Tools

5 articles

Branding & configuring your white-label environment

Last Updated: June 2, 2022

The following are fully customizable at any time, but they need to be done by a StartBlox admin on our side.  Simply reach out to your contact person at StartBlox to submit a request. Branding Your logo The primary color (in #hex000 format) that controls the login and left navigation menu buttons The secondary color...

BigBlox: add, edit, re-order, delete, and wizardize

Last Updated: June 2, 2022

StartBlox comes pre-populated as follows: > BigBlox: 6 major setup categories, shown on the dashboard >> SubBlox: typically 4-6 steps under each BigBlox that help complete this functional setup area >>> Tasks: each SubBlox step may have one or more Tasks associated with it For organizations using our white-label version, you can modify any or all of these items.  This Help...

SubBlox: add, edit, re-order, and delete

Last Updated: June 2, 2022

StartBlox comes pre-populated as follows: > BigBlox: 6 major setup categories, shown on the dashboard >> SubBlox: typically 4-6 steps under each BigBlox that help complete this functional setup area >>> Tasks: each SubBlox step may have one or more Tasks associated with it For organizations using our white-label version, you can modify any or all of these items.  This...

Tasks: add, edit, re-order, and delete

Last Updated: June 2, 2022

Before modifying any of your Tasks, you should read the other help section on modifying SubBlox, linked here. Understanding that structure is good context, plus the ways in which you add/edit/delete are similar (only re-order is different). Once you understand how the blox setup works, you can modify Tasks in two places: In Admin Panel Directly...

Wizards: What they are and how to enable them

Last Updated: June 2, 2022

Wizards are a special format that walks users through each SubBlox step with a little more hand-holding.  It’s like you are placing a virtual mentor or coach into the process, to give more context and introduction to the next set of tasks a user will perform. Wizards are enabled on the BigBlox level, and can be toggled...