Skip to main content

How to Customize Platform Appearance and Behavior

This guide provides step-by-step instructions for administrators on how to configure and customize the WhiteLabel Community Deals Platform's appearance, functionality, and behavior to match your organization's branding and requirements.

Table of Contents​

  1. Overview
  2. Prerequisites
  3. Accessing Platform Settings
  4. General Settings
  5. Appearance Settings
  6. Navigation Settings
  7. Feature Settings
  8. Blockchain Settings
  9. Best Practices
  10. Troubleshooting

Overview​

The WhiteLabel Community Deals Platform offers extensive customization options that allow you to tailor the platform to your organization's specific needs. As an administrator, you can customize:

  1. Basic platform information (name, description, logo)
  2. Visual appearance (colors, fonts, theme)
  3. Navigation structure and links
  4. Feature availability
  5. Blockchain network options
  6. Asset type settings

This guide will walk you through each customization option to help you create a branded, tailored investment platform.

Prerequisites​

Before you begin, ensure you have:

  • Admin access to the WhiteLabel Community Deals Platform
  • Your organization's branding guidelines (colors, fonts, logo)
  • Prepared image files for logo and favicon (recommended formats: PNG, SVG)
  • A clear understanding of which features and blockchain networks you want to enable

Accessing Platform Settings​

  1. Log in to your admin account and navigate to the Admin Dashboard.

  2. Access the Platform Settings by clicking on "Platform Settings" in the left sidebar navigation menu.

  3. Navigate the settings tabs at the top of the page:

    • General
    • Appearance
    • Navigation
    • Features
    • Compliance

General Settings​

The General Settings section allows you to configure basic information about your platform:

  1. Platform Name:

    • Enter your organization's name or platform name
    • This will be displayed throughout the platform in various places
    • Example: "MarsBase"

  2. Page Title:

    • Enter the title that will appear in browser tabs and search results
    • Include your platform name and a brief descriptor
    • Example: "MarsBase | Space Exploration Investment Platform"

  3. Description:

    • Write a concise description of your platform
    • This will be used for SEO and social sharing
    • Keep it under 160 characters for optimal display in search results

  4. Platform Logo:

    • Click "Change" to upload your organization's logo
    • Recommended size: 200x50px
    • Supported formats: PNG, SVG (with transparency)
    • This logo will appear in the header and other prominent locations

  5. Favicon:

    • Click "Change" to upload a favicon (browser tab icon)
    • Recommended size: 32x32px or 16x16px
    • Supported format: ICO, PNG
    • This icon will appear in browser tabs next to your site title

  6. Footer Text:

    • Enter the text to be displayed in the footer of your site
    • Typically includes copyright information and a brief tagline
    • Example: "© MarsBase – Pioneering the Future of Space Investment"

  7. Legal Documents:

    • Enter URLs for your Privacy Policy and Terms of Use documents
    • These links will be used in the cookie consent banner and footer
    • Ensure these documents are accessible and up-to-date

  8. Save your changes by clicking the "Save Settings" button at the bottom of the page.

Appearance Settings​

The Appearance Settings section allows you to customize the visual elements of your platform:

  1. Color Scheme:

    • Primary Color: Main color used throughout the interface (buttons, headers)
    • Secondary Color: Used for contrast against the primary color
    • Accent Color: Used for buttons, links, and highlights
    • Muted Color: Used for muted text and backgrounds
    • Muted Foreground Color: Used for muted text and foreground elements
    • Destructive Color: Used for destructive actions and errors
    • Enter colors as hexadecimal values (e.g., #E53935)

  2. Typography:

    • Font Heading: Select the font used for headings
    • Font Body: Select the font used for body text
    • Font Size: Set the base font size used throughout the interface

  3. Background Settings:

    • Background Color: Set the main background color
    • Card Background Color: Set the background color for cards
    • Border Color: Set the color used for borders throughout the interface

  4. Background Image:

    • Click "Change" to upload a background image
    • This image will be used as the background of your platform
    • Recommended size: 1920x1080px
    • Choose an image that won't interfere with text readability

  5. Theme:

    • Choose between Light and Dark themes for your entire platform
    • Select the option that best matches your brand and improves user experience

  6. Layout Settings:

    • Deal Layout: Choose between Grid or List view for deals
    • P2P Trading Layout: Choose between Grid or List view for P2P trading

  7. Save your changes by clicking the "Save Settings" button at the bottom of the page.

The Navigation Settings section allows you to configure the links and navigation structure of your platform:

  1. Support & Social Links:

    • Support Email: Enter the email address for customer support inquiries
    • Support URL: Enter the URL where users can get support (e.g., help desk)
    • Social Media Links: Add links to your organization's social media profiles
      • Telegram
      • Twitter/X
      • LinkedIn
      • Blog
    • Documentation Link: Add a link to your platform documentation

  2. Header Navigation:

    • Configure the main navigation links that appear in the header
    • For each link, provide:
      • Label: The text displayed for the link
      • URL: The destination URL
      • Enabled: Toggle to show/hide the link
    • Click "Add Header Link" to add more navigation items
    • Use the trash icon to remove unwanted links

  3. Footer Links:

    • Organize footer links by categories
    • For each link, provide:
      • Label: The text displayed for the link
      • URL: The destination URL (can be relative, e.g., "/privacy")
      • Category: Group links by category (e.g., legal, company, resources)
      • Order: Set the display order within the category
      • Enabled: Toggle to show/hide the link

  4. Social Links:

    • Add social media links that will appear in the footer
    • For each platform, provide:
      • Platform Name: Name of the social media platform
      • URL: Full URL including https://
      • External Link: Toggle to open in a new tab
      • Enabled: Toggle to show/hide the link
    • Click "Add Social Link" to add more social media platforms

  5. Save your changes by clicking the "Save Settings" button at the bottom of the page.

Feature Settings​

The Feature Settings section allows you to enable or disable specific platform features:

  1. Core Features:

    • Pro Trading Feature: Toggle to enable advanced trading tools and features
    • Portfolio Feature: Toggle to enable the portfolio management functionality
    • Documents Feature: Toggle to enable the document management system

  2. Blockchain Settings:

    • Available Blockchain Networks: Select which blockchain networks are available for token deals
      • Ethereum
      • Polygon
      • Avalanche
      • Binance Smart Chain
      • Arbitrum
      • Optimism
      • Base
    • Choose networks based on your target market and technical requirements

  3. Asset Type Settings:

    • Allowed Asset Types: Select which asset types are available for deal creation
      • Token: Token-based investment opportunities
      • Equity: Equity in private companies or startups
      • Real Estate: Real estate investment opportunities
      • Physical Asset: Tokenized physical assets like gold, gems, or collectibles
      • Debt: Debt-based investment instruments
      • SPV: Special Purpose Vehicle investments
      • Other: Custom asset types

  4. Save your changes by clicking the "Save Settings" button at the bottom of the page.

Compliance Settings​

The Compliance Settings section allows you to configure KYC and regulatory requirements:

  1. KYC Provider Integration:

    • Configure your preferred KYC provider
    • Enter API keys and integration settings
    • Set verification levels and requirements

  2. Investor Accreditation:

    • Configure accreditation requirements for different investor types
    • Set up verification workflows and documentation requirements

  3. Regulatory Settings:

    • Configure jurisdiction-specific compliance rules
    • Set up geoblocking for restricted regions
    • Configure disclosure requirements

  4. Save your changes by clicking the "Save Settings" button at the bottom of the page.

Best Practices​

To ensure optimal platform configuration:

  1. Maintain brand consistency:

    • Use colors that match your organization's brand guidelines
    • Maintain consistent typography across the platform
    • Ensure your logo is clearly visible against the background

  2. Optimize for user experience:

    • Choose color combinations with sufficient contrast for readability
    • Limit the number of navigation items to prevent overwhelming users
    • Enable only the features that are relevant to your use case

  3. Test across devices:

    • Verify that your customizations look good on desktop, tablet, and mobile
    • Test different screen sizes and resolutions
    • Ensure text remains readable at all viewport sizes

  4. Document your configuration:

    • Keep a record of your platform settings for future reference
    • Document the reasoning behind specific configuration choices
    • Create a backup of your configuration before making significant changes

Troubleshooting​

Common Configuration Issues​

IssueSolution
Logo appears distortedEnsure your logo file has the correct aspect ratio and is uploaded in a supported format
Colors don't match brand guidelinesDouble-check hexadecimal color codes for accuracy
Navigation links not appearingVerify that links are enabled and have valid URLs
Features not working as expectedCheck that the corresponding feature toggle is enabled
Settings not savingClear browser cache and cookies, then try again

Getting Help​

If you encounter persistent issues with platform configuration:

  1. Check the platform documentation for detailed information about specific settings
  2. Contact your platform administrator or technical support team
  3. Submit a support ticket through the designated support channel

By following this guide, you'll be able to effectively customize the appearance and behavior of your WhiteLabel Community Deals Platform to create a branded, tailored investment experience for your users.