Customize How Visier Looks

Change how Visier looks to provide a more consistent product experience for your users.

Overview

You can change settings in Visier to create a more harmonious experience with your own application, such as customizing color palettes and email templates.

At a glance, you can customize:

  • The embedded application, such as the navigation bars and generative AI.
  • Visier notices, privacy statements, and copyright.
  • User content, such as color palettes, company logo, email template, Guidebooks, and analyses.

Note:  

  • The customizations in this article provide a more consistent product experience for your customers. However, Visier doesn't offer complete control over branded assets in the application. To make the customizations listed below, you must be licensed to make these customizations. If you are interested, please contact your Partner Success Manager.
  • If a customization is not included in this article, you cannot customize that asset.

Embedded application

In your embedded application, you can remove or replace Visier branding in the following places.

You have the option to remove Visier's prebuilt navigation bars from your embedded application. For more information about navigation in Visier, see Solution Navigation and Studio Navigation.

To turn off navigation bars:

  1. In a project, on the navigation bar, click Model > Settings> Navigation, Notices & Links.
  2. To remove the vertical navigation bar in the solution experience, turn off Analytics navigation bar.
  3. To remove the vertical navigation bar in a project, turn off Studio navigation bar.
  4. To remove the horizontal navigation bar in the global workspace, turn off Horizontal navigation bar.
  5. When finished, publish your project to production. For instructions, see Publish Project Changes.

Visier logo in navigation bar

If Powered by Visier is enabled and you have a custom company logo in Visier, the Visier logo is visible at the bottom of the solution experience navigation bar, as shown next.

To remove the Visier logo from the navigation bar, do any of the following:

  • Remove your custom company logo. For more information, see Company logo.
  • Turn off Powered by Visier. For more information, see Powered by Visier.

In the solution experience, on the navigation bar, the Help button redirects users to online help.

By default, the Help button redirects users to the Visier Service Portal. You can remove the Help button or replace the Visier Service Portal link with a different link.

  1. In a project, on the navigation bar, click Model > Settings > Navigation, Notices & Links.
  2. To remove the help link, in Help link, turn off the Show/Hide toggle.
  3. To replace the help link with a different link, in Help link, turn on the Show/Hide toggle and type a custom URL.
  4. When finished, publish your project to production. For instructions, see Publish Project Changes.

Powered by Visier

As a Visier partner, you have the option to display a "Powered by Visier" message in the footer of your embedded application. To disable the Powered by Visier footer, contact your Partner Success Manager.

Note:  

If Powered by Visier is enabled and you have a custom company logo in Visier, the Visier logo is visible at the bottom of the solution experience navigation bar, as shown next.

Vee for Partners

Vee for Partners has a default name, greeting message, disclaimer message, input hint, and icon that can be customized. For more information, see Vee for Partners.

To customize Vee: 

  1. In a project, on the navigation bar, click Model > Settings > White Labeling.
  2. In Locale, change or add a locale.
  3. In Display name, type a name. This is the name you want to associate with your embedded analytics AI tool. This name appears in the top left corner of the conversation interface.

  4. In Greeting message, type a message. This message appears in the middle of the conversation interface.

  5. In Disclaimer message, type a message. This message appears at the bottom of the conversation interface.

  6. In Input hint, type a message. This message appears as a prompt in the question field.

  7. In Icon, upload an icon to replace Visier's default icon. This icon appears in the navigation bar and in the middle of the conversation interface.

  8. When finished, publish your project to production. For instructions, see Publish Project Changes.

Visier notices, privacy statements, and copyright

You can remove or replace Visier branding in the following places.

Release notification

At every major release, Visier posts a release notification in the application about new and updated features. To opt out of the release notification, contact your Partner Success Manager.

Login privacy statement

When a user signs into Visier for the first time, they are shown the Visier Privacy Statement. This statement informs users of the types of personal data that Visier collects as they use the application and the purpose of collecting that data. Before you can remove or replace Visier's login privacy statement, you must first get approval from Visier's Privacy team. For more information, contact your Partner Success Manager.

Privacy statement

Visier links to a privacy statement in the User dialog, as shown next.

Before you can remove or replace Visier's privacy statement, you must first get approval from Visier's Privacy team. For more information, contact your Partner Success Manager.

After receiving approval, do the following to remove or replace the privacy link:

  1. In a project, on the navigation bar, click Model > Settings > Navigation, Notices & Links.
  2. To remove the privacy link, in Privacy link, turn off the Show/Hide toggle.
  3. To replace the privacy link with a different link, in Privacy link, turn on the Show/Hide toggle and type a custom URL.
  4. When finished, publish your project to production. For instructions, see Publish Project Changes.

Application copyright

Visier has a copyright statement for the application in the User dialog, as shown next.

To remove the copyright notice:

  1. In a project, on the navigation bar, click Model > Settings > Navigation, Notices & Links.
  2. To remove the copyright statement, in Copyright notice, turn off the Show/Hide toggle.
  3. To replace the copyright statement with different text, in Copyright notice, turn on the Show/Hide toggle and type a different copyright statement.
  4. When finished, publish your project to production. For instructions, see Publish Project Changes.

Content copyright

Visier provides out-of-the-box help content to support understanding of our metrics, charts, features, and more. This content is part of Visier's Blueprint. Content from Visier's Blueprint contains a content copyright notice, as shown next. For more information about help content, see Help content.

You cannot remove the content copyright, however, if you write your own help content at the administrating tenant level (for example, edit the explanation of a metric), the copyright is no longer displayed. For more information about changing an object's description or explanation, see Change the Display Name, Description, or Explanation of a Visier Object.

Note:  

  • Editing a metric's explanation impacts inheritance from Visier if Visier later changes that metric as well. For more information, see Blueprint Inheritance.
  • Visier Benchmarks™ are trademarked and not available for customization.

User content

You can change how Visier looks in the following places.

Color palette

Color palettes define the colors in a visualization, including the bars, bubbles, and lines. You can create custom color palettes with your brand colors to use in visualizations. For more information, see Create a Custom Color Palette.

You can change the icon or company logo that appears on the navigation bar. For more information, see Change the Solution Logo.

Note: If Powered by Visier is enabled and you have a custom company logo in Visier, the Visier logo is visible at the bottom of the solution experience navigation bar, as shown next.

Guidebooks and analyses

Visier provides out-of-the-box content in the form of prebuilt Guidebooks and analyses. You can edit any Guidebook or analysis to better represent your own brand, such as adding images or changing the voice or tone of the content. For more information about editing Guidebooks and analyses, see Edit Visier content.

Icons

Visier provides default icons for the out-of-the-box topics and Guidebooks. You can replace these icons with your own images to better represent your own brand. To replace Visier icons in a Guidebook or topic, see Create a Guidebook and Create topics in the Guidebook.

Email templates

Visier contains email templates that represent the types of emails sent to your users for certain events, such as a welcome email for new users. You can customize the predefined email templates to use your own subject line, header image, and text body. For more information, see Customize an Email Template.

PowerPoint template

When users download analyses or visualizations in PowerPoint format, Visier's default PowerPoint template includes Visier branding. You can replace the default template with your own template. For more information about changing the PowerPoint template, see Upload a Custom PowerPoint Template.