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Customizing your Sana domain

Written by Bianca Wetter

As an administrator, you can customize your Sana domain and align to your company brand, making it more recognizable to your users. Among other things, you can choose colors and fonts, and update your logo.

What is the value of customizing your Sana domain?

Customizing your Sana domain provides several benefits:

  • Brand consistency: a customized domain aligns with your organization's branding, making the learning platform feel like a natural extension of your existing digital environment. This can enhance brand recognition and trust among your users.

  • User experience: a customized domain is often more accessible for users to remember and find, improving the overall user experience. It can also give users a sense of ownership and familiarity, which can increase engagement and usage.

  • Credibility: a custom domain can lend credibility to your learning platform. It shows that you have invested in creating a dedicated space for learning and development, which can be particularly important for external users like partners or customers.

Setting up a custom domain (or url)

Step 1

  • Provide your Sana engagement manager with your domain name (url) - it must be one that your company already owns.

Step 2

  • Your engagement manager will share the DNS records with you.

  • Setup the DNS records on your end and confirm with us when done.

Step 3

  • Once your engagement manager receives the confirmation, Sana will make the switch.

šŸ’” Note: this process must be well coordinated, as making the url switch may require some downtime. If you have set up the SSO before, the tech admin would have to make some changes to the SSO configuration and add the new link.

How to customize your Sana page

STEP 1: Find the Settings page

Open the sidebar on the left and navigate to the Settings section.

Here you have options to customize General, Notifications, Branding, and API settings.


STEP 2: Customize according to your needs

General settings

1. System defaults: preferred timezone

Set your preferred timezone to optimize sending the reminders and other Sana notifications.

2. Tutor mode

Enable the Tutor mode to allow learners to ask questions about the course they're taking or build a tailored learning plan.

Learn more about the Tutor mode in courses here and in Search here.

3. Edit mode

Define content creation guidelines for your organization.

Learn mode about the Edit mode here.

4. Calendar tools

Set which calendar tools are available when scheduling events.

5. Meeting tools

Set which meeting tools are available when hosting online sessions. To be able to schedule a meeting with an external meeting tool, this needs to be configured here first.
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Read more about integrating your preferred video conferencing tool with Sana here.

6. Key term

Define how product names, company jargon, technical terms, or key phrases will be translated. For example:

  • Keep your product name ā€œSana Learnā€ exactly as ā€œSana Learnā€ in every language.

  • In Portuguese, translate ā€œOnboardingā€ as ā€œIntegração".

Notifications settings

1. Notification channels

Decide how to receive notifications from Sana in your external tools: email, Slack and Microsoft Teams.

šŸ’” Note: you need admin rights both in Sana and in the external tool to configure this functionality.

2. Notification transalations

Send all notifications in English or translate to your preferred language (set in your profile settings).

3. Notification types
Manage the notifications that are sent out to users of the platform. You can enable or disable specific notifications across the platform. While you control which notifications can be sent, users still have the option to choose whether to receive them or not through their own user settings.

Branding settings

1. Media library

Start building your organization's media library for quick access to images as you create courses, ensuring consistent branding. Click on Manage media library and click Upload. Read more about our media library here.

2. Customize

Define the platform name used in notifications, add or edit page title and include a welcome message displayed to users when they sign in.

3. Customization

Manage your organization’s logotype, fonts, and interface theme throughout the platform.

Logotype

Logotype

Use

File size and type

Square logotype

Used as logotype in your Sana sidebar

Squared PNG or SVG 80Ɨ80px or larger

Wide logotype

Used as logotype in certificates, emails and dialogs

PNG or SVG

Minimum 80px in height

Favicon

Used as tab icon in your browser

PNG, GIF, or ICO

32Ɨ32px

Headline and body fonts

This will determine both the text of your Sana homepage and the fonts used in Create. You can upload fonts in WOFF or WOFF2 format. Custom fonts affect both content and the user interface.

Interface theme

Update your company colors as themes.

  • Interface Theme: choose the default color scheme for buttons, highlights, and tabs across the platform.

  • Custom Themes: Set a default cover theme and build custom color palettes. These will be available to your users whenever they create content in Sana (up to 28 themes total).

Note: Deleting a custom theme will automatically reset any courses using it back to a standard black-and-white style.

API Settings

This is where you'll find and manage API clients. Have a look at the API docs for more information.


Final step for each setting: save your changes

Once you are satisfied with your customization, remember to save your changes. Click on the Save changes button at the bottom right of each page.

šŸ’” Interested in customizing Sana Home page with different content for users? Read more about featured content on the learner's homepage here.

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