Managing portfolio link themes (AskiaVista)

Askiavista allows you to create your own custom look and feel, known as a Theme, for your portfolio links. You can then select this theme when defining your portfolio links, allowing you to instantly set their appearance, and ensure the look is consistent between your portfolios. You might create multiple different themes, for example, a theme for each client.

To manage your portfolio link themes, when you are creating or editing a portfolio link, click Manage.

Follow the links below based on the activity you want to do:

Creating a brand new portfolio link theme

Edit an existing theme

Share a theme with co-workers or clients

Delete a theme

Creating a brand new portfolio link theme

To create a new portfolio link theme, you need to have a suitable CSS file ready that defines the theme. The easiest way to do this is to download the CSS definition file for an existing theme, edit that, and then upload it as the new theme. For example, you might edit the Default theme that is provided by AskiaVista.

To download and edit a theme file:

1. If the Theme manager  is not already open, when creating or editing a portfolio link click Manage.
2. In the drop-down list at the top of the Theme manager, select the theme you want to download.
3. Click Download.
4. Follow the instructions in your browser window to save the zip file on your computer or network drive.
5. In the zip file, locate the file theme.css and edit this. You can now upload this file as a new theme; see the instructions below.

To create a new theme:

1. If the Theme manager  is not already open, when creating or editing a portfolio link click Manage.
2. At the top of the Theme manager, click Create a new theme:
   
3. Click Select file, and specify the CSS file containing the theme definition (see above for details of how to download and edit a theme file).
4. At the bottom of the Theme manager, click Save.
5. Click Close to close the Theme manager.

Editing an existing theme

If you have a new theme file ready, it is easy to edit an existing theme.

To edit a theme:

1. If the Theme manager  is not already open, when creating or editing a portfolio link click Manage.
2. In the drop-down list at the top of the Theme manager, select the theme you want to edit.
3. Click Select file, and specify the CSS file containing the theme definition (see above for details of how to download and edit a theme file).
4. At the bottom of the Theme manager, click Save.
5. Click Close to close the Theme manager.

Sharing a theme with co-workers or clients

You can share a theme with other askiavista users (co-workers or clients). If you want to share a theme you have just created, note that you need to save it first (click Save).

To share a theme:

1. If the Theme manager  is not already open, when creating or editing a portfolio link click Manage.
2. In the drop-down list at the top of the Theme manager, select the theme you want to share.
3. Click Share the current theme:
   

The Share theme modal dialog appears, displaying a list of the people with whom the theme is currently shared.

To add a person to the list:

1. Click in the text-box at the bottom of the window. A drop-down list appears, containing the people who have askiavista accounts.
2. To quickly find someone in the drop-down list, start typing part of the person's name, and the list will be filtered to show the people whose names contain the letters you type.
3. Select the person from the drop-down list which appears.
4. Click Add (you can add several people at once if you wish; this means that if you are adding multiple people, there is no need to click Add after every name).
5. Repeat steps 2-4 for each person you want to add.
6. Click Share. The Share theme modal dialog closes.

You can remove a person from the list, which means that they lose all rights to use or change the theme.

To remove a person from the list:

1. In the Share theme modal dialog, select the person in the list.
2. Click Remove:
   

You can set the access rights and sharing rights for each person in the list, by selecting from the dropdown lists as appropriate.

The access rights are:

• View only: The person will be able to use the theme in their table definitions, but will not be able to make changes to it.
• Can edit: The person will be able to use the theme in their table definitions, and make changes to it.
• Is owner: The person will be granted owner privileges to the theme. This means that he or she will be able to use the theme in their table definitions, make changes to it, and delete it.

The sharing options are:

• Cannot Share: The person will not be able to share the theme with other users.
• Can Share: The person will be able to share the theme with other users.

Deleting a theme

You can delete a previously saved theme, if you have the appropriate access rights for that theme.

To delete a theme:

1. If the Theme manager  is not already open, when creating or editing a portfolio link click Manage.
2. In the drop-down list at the top of the Theme manager, select the theme you want to delete.
3. Click Remove the current theme: