Customize Team

Important team specific settings and customizations are available from the Admin Team Center. If your user permissions give you admin capabilities, you will be able to access the Admin Team Center and customize your team settings.

To change your team’s settings:

  1. Open the menu in the top navigation bar, and select Admin.
  2. Select Team Settings, Members, Email Settings, or Message Customization to change different team settings.

How to customize your team settings

Select Team Settings to add a team logo, update the team’s name, whitelist IP addresses, and set the default editing permissions.

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Upload a logo image on the team settings page to customize emails and forms sent by your team. Logos must be PNG, GIF, or JPEG format, no larger than 500px in width or height, and smaller than 1MB.

The logo displays at the top of these pages and all emails, forms, and other guest views will include the logo.

Change your team name

From the team settings page,

  1. Replace the existing name
  2. Select

Changing your Team name will not change your Catalytic team URL. However, it is helpful if you would like to add capital letters, spaces or any other characters visible in your Catalytic communications.

Add login security with a whitelist

To restrict any logins from unspecified IP addresses, enter the accepted IP addresses on the Team Settings page.

  1. Enter comma separated IPv4 and IPv6 addresses and CIDR blocks to whitelist as trusted ranges. If you are not sure of the correct addresses, contact your IT department or team.
  2. Select

Set the default editing permissions

Admins can change editing permissions per user from the User Profile Page, or set a default editing permission on the team settings page. If a user does not have individual permissions set, this default editing permission will determine their permissions.

By default, new users will inherit the default editing permissions defined here. For example, if the default is set to “enabled”, all new users can create and edit Workflows.

This setting will toggle retroactively and change all user editing permissions except if a user’s editing permissions have been changed individually. Individually set user permissions override any past or future changes to the default editing permissions.

Use custom accent colors

From the email settings page, choose an accent color with an HTML color code. The accent color will change the color of buttons in emails, forms, and other views.

Add a team welcome message

From the message customization page, enter a welcome message for your team. This message displays at the top of your Catalytic team home page and is visible to all team members.

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