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    Configuring Institution Settings

    This page is intended for administrators, only.

    Customizing the Pivot User Interface

    On the Custom Branding page (Admin > Institutional Settings > Custom Branding) you can add a main logo for the UI, newsletters, and funding alert emails. You can also change the colors of the primary navigation header bar in the UI and highlight internal and limited submission opportunities. Changes you make while configuring branding are reflected in your current session in the UI. However, these changes do not appear to other users until you save them.
    In the following figure, you can see the logo in the top left, the primary color used in the navigation bar, and the secondary color used for the number of announcements and the Help link on the top right.
    custom_branding_with_arrows.png
    Custom Branding
    To configure custom branding:
    1. To upload a main logo, select Select Image (to replace an existing image, select Replace Image). See the on-screen text for image requirements. Large images are resized automatically. The image appears at the top of every page in the UI, as well as in your site's newsletters and funding alert emails.
    2. Select colors or enter six digit hexadecimal numbers (for example, #6d7984) for primary and secondary colors. The primary color is used in the navigation bar. The secondary color is used to highlight details, such as the Help link, the number of announcements, and limited submission opportunity tags. You can select, instead, that the primary color is used for limited submissions and other highlights.

      use_primary_color_options.png

      Use Primary or Secondary Color Options
    3. As noted in the on-screen text, the default icon for the internal opportunities label uses your primary and secondary colors. If you prefer, you can upload a 16x16 pixel favicon for this image by selecting Select Image. Large images are resized automatically.
    4. Select X to restore the default logo, or select Reset to Default to restore the default colors. Otherwise, select Save Changes to publish the changes.

    Configuring Institution Search Settings

    On the Search Settings page (Admin > Institutional Settings > Search Settings), you can set the default selected locations and citizenship requirements for user searches. When users search for funding opportunities, the locations and citizenship requirements you select on this page are selected by default. The user can still change or clear these selections when they search.

    search_settings.png

    Search Settings

    To change either setting, select Edit, enter or select/clear the locations, and select Save.

    Creating a Global Message and Site Announcements

    Creating a Global Message

    To add a global note that appears on all funding opportunities:

    You add, edit, or delete a global note on the Global Message page (Admin > Institutional Settings > Global Message).

    global_message.png

    Global Message

    Managing Announcements

    Announcements are seen by all users at your institution. They can be used to notify users about events or important information such as training or help.

    The Pivot development team occasionally adds announcements about new features and release that are visible to all administrators at all institutions. These announcements are not visible to non-administrator users.

    You add, edit, or delete announcements on the Manage Announcements page (Admin > Institutional Settings > Announcements).

    manage_announcements.png

    Manage Announcements

    Announcements appear in a popup when a user selects Announcements in the Top Navigation area.

    home_page_with_announcements.png

    Home Page with Announcements

    To delete an announcement, select Edit in the announcement's row, select Delete Announcement, and select Save.

    Adding a Funding Opportunity Search Widget to Your Website

    You can create a widget to add to your website. The widget displays a search field that your site visitors can use to search Pivot for funding opportunities. After they select Search in the widget, they are directed to a search results page on Pivot.

    You create this widget on the Pivot Funding Opportunities Search Widget page (Admin > Tools > Widgets > Pivot Funding Search Widget).

    pivot_funding_opportunities_search_widget.png

    Pivot Funding Opportunities Search Widget

    Follow the on-screen text to customize the widget. A preview of the widget appears on the site. When you are finished customizing the widget, select Create Widget and copy the code that appears in the box to your website.

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