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How to white label the help links and brand name in Bold BI

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White-labeling Bold BI help links and brand names allows you to customize the appearance of the application to match your organization’s branding. Changing the online help link to your white-labeled help link involves two processes.

  1. Get our help site source and host it on your server after white labeling. Please refer to this article

  2. Change your help site domain link on the Bold BI site. This can be done by using the configuration file.

NOTE: This feature is available in Bold BI On-Premises Deployment but not in Bold BI Managed Cloud Server.

Steps to white label the help links and brand name

  1. Login with the UMS Admin user.

  2. Go to Configuration editor of the UMS settings,
    Example: {your_domain}/ums/administration

    configeditor.png

  3. Select the config.json file under Search your files drop-down.

    Note: From version 6.19.14, use the config.json and the config.xml for versions prior to this.

    configfile2.png

  4. Inside the config.json file, search for the WhiteLabelHelpLink property. It contains various sub-elements that can be modified to customize the help links and branding. Save the file changes by clicking on Save button.
    brandname.png

  • HideHelpLink: Set this element to “true” to hide the help link.

  • EnableCustomDomain: Set this element to “true” to enable the use of a custom domain.

  • BiCustomDomain: Replace “https://yourdomain.com” with your desired custom domain.

  • CustomBrandName: Define your custom brand name.

    By modifying these elements within the config.json file, you can customize the help links and brand name that appear in the Bold BI application.

  1. After completing the above steps, restart the site by using this link.

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Written by Siranjeevi Murugan
Updated:
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