Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
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- Introduction to Marketing
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- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
- GatorLeads / Web Insights
- Tracking Code
- 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?
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- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Setting up Zaps
- 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
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- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
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- Posted Credit Note to Task
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- ON24
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- Outreach
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- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
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- Introduction to Reporting
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- Introduction to Charts
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- Transaction Documents
- Introduction to 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
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- Contract Management
- Sagelink
- Introduction to Transaction Documents
- Auditing
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- Creating & Modifying Picklists
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- Customising relationships between parties
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- Sign In Customisation
- Automation
- Contact Support
- Releases & Roadmap
Sign In Customisation
Last updated : 20th November 2024
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.
Tip
We recommend you bookmark your domain specific URL to always see your own Workbooks Sign-In page.