Setting Themes for Branding in CloudRadial UCP

Overview

Themes control the visual appearance of the CloudRadial Unified Client Portal (UCP), including the base look and feel and whether the portal displays in a light or dark color scheme. Themes can be set at three levels:

• Setting the Global Theme (Partner Level)
• Setting a Company Theme (Client Level)
• User Experience (Choosing a Personal Theme)

Company settings override the global default, and user settings override the company default (when user choice is enabled). If a lower level is left unset, it inherits from the level above it.

Themes resolve from the most specific setting available. A user's personal choice applies first (when allowed), then the company override, then the global default. When a level is not customized, it inherits the setting from the level above it.

Setting the Global Theme (Partner Level)

The global theme is the default applied to all of your users. To set it:

1. Go to Partner > Settings > Account and Branding.
2. Select the Branding tab.
3. Locate the Theme section at the top.

The Theme section has three controls:

Base Theme

The default theme applied to this partner's users, selected from the Base Theme dropdown (for example, CloudRadial Fluent). Choosing User Set lets users pick from the legacy theme list instead of applying a single fixed base theme.

Default Mode

Sets whether the portal opens in Light, Dark, or System mode by default. System follows each user's operating system setting, or the Microsoft Teams host theme when the portal is opened inside Teams.

Allow users to choose their own theme

When the Allow users to choose their own theme (Light / Dark / System) checkbox is enabled, individual users can override the default mode from their own profile. Leave it unchecked to lock all users to the default mode you set.

Save your changes when finished. These settings apply to every company that has not set its own theme override.

Setting a Company Theme (Client Level)

You can override the global theme for an individual client so that company sees a different look from your other clients. To do this:

1. Go to Partner > Clients.
2. Open the client you want to change and select Edit Client.
3. Select the Branding tab.
4. Turn on custom branding for the company if it is not already enabled, then set the theme options for that client.

If no theme override is set for a company, that company follows the global branding rules configured at the partner level. Setting an override here replaces the global default for this client only.

User Experience (Choosing a Personal Theme)

If you have enabled Allow users to choose their own theme, each user can set their own appearance:

1. Click the profile button on the top right of the portal.
2. Open the Appearance tab.
3. Choose Light, Dark, or System. System follows the user's device light/dark setting, or the Microsoft Teams host theme when opened in Teams.
4. Click Submit to save.

If user theme choice is not enabled, the Appearance option is not available and users see the default mode set at the company or global level.