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How to customize Teramind to suit your preferences and brand

Updated over 2 months ago

Introduction

Teramind offers extensive customization options to tailor the platform to your needs and brand.

Dashboards Customization

You can create personalized dashboards quickly and efficiently. To create a custom dashboard, you can either clone an existing dashboard or create a new one from scratch.

To clone a dashboard, click the Three Dots near the top-right corner of the dashboard and then select Clone dashboard.

To create a dashboard from scratch, first select Dashboard > All Dashboard menu then click the Custom Dashboard button.

After you’ve cloned or created a custom dashboard, you can add widgets to it by clicking the New widget button. This will open the Setup new widget panel:

You can add widgets in different ways from the Setup new widget panel:

  1. AI Widget Generator: Use natural language prompts to create and visualize data with the help of an AI-powered widget generator.

  2. Custom Widgets: Create custom widgets by selecting specific data points and visualization styles to make the data meaningful for your organization.

  3. Built-In Widgets: Enrich your dashboard by dragging and dropping pre-built widgets like Live Montage, Employees Online, etc.

Check out the Dashboards > Custom Dashboards section of the User Guide to learn more about custom dashboard and widgets.

Alert Customization

By default, alert messages appear in a simple white box with an orange border, located in the top-right corner of the user's desktop:

However, you can customize their appearance using an HTML template. This allows you to match your company's branding or add links to company policies directly within the alert.

Customizing the Alert Template

To customize the alerts, go to the Configurations > Settings > Alerts screen and adjust the following settings:

  • Turn on the Use custom template for alerts option to enable the HTML template for all rule alerts.

  • Use Position on screen to specify where the alert will appear on the user's screen. The default is Center, but you can select options like Top right or Bottom left, etc. You can also specify the Width and Height of the alert box.

  • Enter your custom HTML code in the HTML template field to define the visual style of the alerts.

Click the Preview template button to see a preview of how the alert will look*.

*An alert might not always appear on a user's computer exactly as it does in the preview. This difference occurs because the Teramind Agent renders HTML text with certain security restrictions. For this reason, some tags are either restricted or rendered differently than they would be in a typical web browser.

Example:

The image below shows an example of a customized alert.

Here are the Custom alert template settings used for the above example:

Position on screen

Center

Width

480

Height

240

HTML template:

<style>
  .customAlert {
    font-family: 'Open Sans', sans-serif;
    max-width: 480px;
    min-width: 250px !important;
    min-height: 100px;
    padding: 16px 38px 16px 28px;
    box-sizing: border-box;
    background-color: #fff;
    border: 1px solid #f78d24;
    text-align: center;
  }
 
  .message {
    font-size: 14px;
    padding: 5px;
    color: #000;
    line-height: 20px;
    text-align: center;
  }
 
  .okButton {
    width: 200px !important;
    max-width: none !important;
    height: 36px;
    line-height: 36px;
    background-color: #f2a654;
    color: white;
    text-align: center;
    display: inline-block;
    text-decoration: none;
    margin: 0 auto;
  }
 
  .alert-title {
    clear: both;
    font-size: 25px;
    padding: 20px 0;
    text-align: center;
  }
</style>
 
<div class="customAlert">
  <img src="https://teramind.co/logo.png"/>
  <div class="alert-title">Policy Violation Detected</div>
    <p class="message">%ALERT%</p>
    <div style="text-align: center;">
      <a href="#" class="okButton">OK</a>
    </div>
</div>

You can include dynamic variables like %ALERT% and %DETAIL% in your messages. The Agent will automatically populate the variables with relevant information during runtime.

You can also add interactive buttons, such as OK and CANCEL, and use the <img> tag to embed visual elements like icons or logos.

Guidelines for Preparing Custom HTML Alert Templates

Limitations

The custom alert templates do not support all CSS properties. Some common limitations include:

  • Inline-block width behaviors: The display: inline-block property with a percentage-based width is often ignored.

  • CSS3 properties: border-radius and box-shadow may be ignored, and background: linear-gradient(...) is not supported and will render as a black color.

  • Complex selectors: Nested CSS selectors (e.g., .parent .child) may not be reliably parsed.

Supported CSS Properties

The following CSS properties are reliably supported:

  • display

  • width, height

  • background-color

  • color

  • margin, padding

  • text-align

  • font-size, font-weight

Rules for Preparing Templates

To ensure your alert templates render correctly, follow these guidelines:

  • Keep your structure minimal, using only essential divs, titles, and buttons.

  • Use inline styles as they are always parsed and applied correctly. For example:

    <a href="#" style="display:block; width:200px; background:#f2a654; color:white;">OK</a>

  • Avoid percentage-based widths. Use fixed pixel widths, like width: 200px;, for containers and buttons.

  • Do not use gradients. For a reliable display, use a solid color with background-color: #hex; instead of background: linear-gradient(...).

  • Avoid complex properties such as border-radius, box-shadow, or CSS animations and transitions that are critical to the layout.

  • Keep styles simple and solid.

  • Use hex color codes (#rrggbb) instead of rgb() or rgba() for better compatibility.

  • Prefer single-class selectors or inline styles over deeply nested ones (e.g., .alert .button .icon).

Notes About Buttons

Using an href="#" for a button makes the <a> tag focusable and clickable. Clicking it will jump to the top of the page unless a container prevents this behavior. To link to a real URL, replace the # with your desired link, for example:

 <a href="https://www.acme.com/policy/" class="simpleButton">OK</a>.

Check out the Configurations > Settings > Alerts section of the User Guide to learn more about other alert settings.

Using the HTML Template with a Rule

To use a HTML template with a rule’s alert message, you will need to turn on the Use HTML Template option from the Actions tab of the Rule Editor. Note that you can only use an alert message with the Block, Warn or Lock User actions.

Check out the Defining Rule Actions section of the Rules Guide to learn more about rule actions.

Agent Default Settings

You can change the default task for employees, enable monitoring by default etc. from the Agents settings.

You can access the Agent settings from the Configurations > Settings > Agents tab.

Check out the Configurations > Settings > Agents section of the User Guide to learn more about Agent default settings.

Interface Customization

You can customize the platform's look and feel, including the login screen, to match your brand identity.

Localization

Adjust localization settings to suit the language preferences of your team.

You can access the localization settings from the Configurations > Settings > Locale tab.

Check out the Configurations > Settings > Locale section of the User Guide to learn more about localization settings.

UI Settings

Switch between different dashboard display modes to optimize your viewing experience.

Click the UI Settings icon near the top-right corner of the screen to change the display mode and interface.

Check out the Main Interface > UI Settings section of the User Guide to learn more about UI settings.

Branding Customization (Teramind Legacy)

This feature is currently available on Teramind Legacy platform and On-Premises/Private Cloud deployments only.

You can customize the appearance of the dashboard login screen to match your company’s branding.

To access the login screen setting, click the Gear icon near the top-right corner of the Teramind Legacy dashboard, then select Settings > Login screen tab.

Other Commonly Used Configurations

Related Articles
Migrating from Teramind Legacy to Teramind NextGen
Main Interface
Configurations > Settings
Teramind Agent specifications and supported platforms
Sample Rules Walkthrough
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