There are several ways the user interface can be styled and configured:

  • CSS - allows to change the visual look and feel to match your brand

  • FDM - The form data model allows configuration of form fields shown to users as well as configures fields used in the portfolio and invitation screens - see Form and Workflow Data Model

  • Insights - The dashboard used to show metrics, ratios for each company

CSS

The dashboard.css file located in /public/dashboard/dashboard.css provides a flexible way to alter the colours and other styling elements of the portal. Specific class names such as account-type-standard and account-type-reseller can be used to target the look and feel for different audiences e.g. Borrower and Lender respectively.

Insights

The insights can be customized via the /public/dashboard/insights.js file located within your account that can be accessed via WebDAV. By default there are three regions on the page to render widgets though this can be modified.

Example insights dashboard showing financial metrics:

Check out the https://github.com/boss-insights/kitchen-sink example on Github to see a range of possibilities, or start with a minimal template using https://github.com/boss-insights/simple-account