Customize Your Own Brand of Software PBXs

A default neutral template is displayed in the list.

1. In the Import White-label Settings From drop-down list, select Cloud PBX White Label or System Branding Settings.
2. Click Import.
3. Follow the instructions to change the settings as needed.

1. In the Basic Information section, specify template name and preference.

   

   Setting	Description
   White Label Name	Enter a name to help you identify the template.
   Set as the default option for Partner Portal purchase	If you want to set the template as your default white label template, enable this option. In this way, when you try or purchase P-Series Software Edition on Yeastar Partner Portal, the template will be automatically applied.

2. In the Brand Information section, customize your own branding.
   Note: Brand information will be displayed in PBX management portal and Linkus UC Clients.

   

   Setting	Description
   Brand	Enter your brand name.
   Company Information	Enter your company information.
   Product Name	Specify a product name.
   Data Processing Agreement	Optional. If you want to customize the agreement, click to choose Custom template and edit it as needed. Note: This agreement is only accessible to PBX super administrator from PBX management portal.
   Privacy Policy Agreement	Optional. If you want to customize the agreement, click to choose Custom template and edit it as needed. Note: This agreement is accessible to PBX extension users from Linkus UC Clients.

3. In the Other Information section, customize the appearance of software PBX based on the theme mode.
   Tip: You can preview the changes you make on the right of the page.

   Setting	Description
   Theme Mode
   Theme	Select the supported theme mode for the software PBX. Based on Light Mode: PBX only supports light mode, and does not support theme switching. Based on Dark Mode: PBX only supports dark mode, and does not support theme switching. Both Light & Dark Mode: PBX supports both light and dark mode, which can be switched on the PBX web portal. Note: If selected, you need to configure appearance and colors for each mode. For more information about theme switching on PBX, see PBX Administrator Guide - Change Theme Mode.
   Appearance for PBX web interface
   Logo	Upload the following logos based on the theme mode. Rectangle Logo: Upload a rectangle logo, which will be displayed in PBX login page, notification emails, and wherever the logo is required. Note: The logo file should meet the following requirements: File format: PNG, JPG, or JPEG File name: Less than 127 characters (including file extension) File size: Less than 1MB Suggested resolution: 300×120 Square Logo: Upload a square logo, which will be used as the favicon displayed in the browser tab. Note: The logo file should meet the following requirements: File format: PNG, JPG, or JPEG File name: Less than 127 characters (including file extension) File size: Less than 500KB Suggested resolution: 150×150
   Login Page Illustration	Upload an image based on the theme mode, which will be displayed on the left of PBX login page. Note: The image file should meet the following requirements: File format: PNG, JPG, or JPEG File name: Less than 127 characters (including file extension) File size: Less than 2MB Suggested resolution: 1600×900
   Welcome Message	Enter welcome message, which will be displayed under the product name in the PBX login page.
   Copyright Information	Enter copyright information, which will be displayed on the bottom of PBX login page.
   Theme colors for PBX web interface
   Login Page Left Color	Define the background color for the left-side panel of the authentication page illustration. Applied to all auth screens of PBX and Linkus Web Client (including login, password reset, and two-factor authentication).
   Login Page Right Color	Define the background color for the right-side panel of the authentication page illustration. Applied to all auth screens of PBX and Linkus Web Client (including login, password reset, and two-factor authentication).
   Primary Brand Color	The system's primary brand color. Applied to main buttons, key icons, text (including link text), etc.
   Success Color	Color for indicating success. Applied to success buttons, icons, text, etc.
   Error Color	Color for indicating errors or alerts. Applied to error buttons, icons, text, alert, etc.
   Warning Color	Color for indicating warning. Applied to warning buttons, icons, text, etc.
   Reminder Color	The system's accent color for general reminders. Applied to tags, notifications, etc.
   Neutral Text Color	The system's default color for most text. Applied to the normal body text, background, border, and padding, etc.
   Primary Background Color	The system's primary background color. Used as the base color for pages and major content areas.
   Secondary Background Color	The system's secondary background color. Used for containers, pop-ups, and other inset areas to visually separate sections within the interface.
   Appearance for PBX emails
   Email Signature	Enter the email signature, which will be displayed on the bottom of PBX emails. Note: The email signature supports up to 500 characters, and allows the use of HTML tags - <br/>, <strong/>, <b/>, and <a/>. Line breaks can be achieved using either the <br/> HTML tag or the Enter key.

1. Turn on the switch of Custom Built-in SMTP Server.

   

2. Enter the information of the SMTP server.

   

   Setting	Description
   Sender Email Address	Enter the email address that will appear as the sender in outgoing emails.
   Email Address or User Name	Enter the user name of your email account to authenticate with your email provider.
   Password	Enter the password for your email account.
   Outgoing Mail Server (SMTP)	Enter the address of your email provider's SMTP server.
   Port	Enter the port of your email provider's SMTP server.
   Enable TLS Encryption	Set whether to encrypt the connection when sending emails through the SMTP server for secure transmission.

3. Optional: Click Test and enter a recipient's email address to test if the email server can successfully send emails.

The white label template is created and displayed in the list.

1. Turn on the option Bulk Edit.
2. In the Edit White Label drop-down list, select a white label template.
3. Click Save.

   The white label template is applied to the selected software PBXs.