Agent Management Customizations reference guide

Overview

This reference guide explains the Code42 console settings for creating Code42 agent customization templates. Customization templates enable you to define and apply Code42 agent customizations for co-branding, login field labels, and in-app messaging.

To access agent customizations, navigate to Administration > Agent Management > Customizations.

Considerations

To use this functionality, you must be assigned the Security Administrator role. 

Customization templates

To view existing customization templates, sign in to the Code42 console and select Administration > Agent Management > Customizations. If you have not created any templates yet, you'll see the option to create your first template.

Item		Description
a	Add Template	Displays the Create New Customization Template screen.
b	Select template	Click to select one or more templates to delete. When a template is selected, the Add Template button changes to Delete Template.
c	Template Name	Name of the template. Clicking the template name opens the template edit view, which enables you to view and edit the template's customization details. Click the up or down arrow to sort in ascending or descending order.
d	Organization	The organization to which this customization template applies. Devices in this organization, and child organizations (if applicable), display these customizations. Click the up or down arrow to sort in ascending or descending order.
e	Created By	Name of the user who created this template. Click the up or down arrow  to sort in ascending or descending order.
f	Created On	Date the template was created. Click the up or down arrow to sort in ascending or descending order.
g	Last Modified	Date the template was last modified. Click the up or down arrow to sort in ascending or descending order.
h	Results per page	Provides the option to display 10, 20, 30, or 40 templates per page.

Create and edit customization templates

To create/edit a template, sign in to the Code42 console and select Administration > Agent Management > Customizations.

• To create a new template, click Add Template. If no templates exist yet, click Create New Template.
• To edit an existing template, click the template's name.

Co-branding and custom messages availability
Co-branding images and custom messages are only available for customers whose product plans support co-branding and customization. Custom client login fields are available in all product plans.

Item		Description
a	Template Name	The name of the customization template.
b	Select an organization to customize	Defines the organization to which this customization template applies. Customizations also apply to child organizations, unless a child organization has its own template.
c	Set a custom label for the username field	Defines the username field label on the Code42 agent's login screen. The default username field label is "Username." You can customize the label to provide more direction if necessary (for example, "Your directory services username"). This field is optional.
d	Set a custom label for the password field	Defines the password field label on the Code42 agent's login screen. The default password field label is "Password." You can customize the label to provide more direction if necessary (for example, "Your directory services password"). This field is optional.
e	About Screen	Upload an image to appear next to the Code42 logo on the About screen in the Code42 agent.  The image must be a PNG or JPEG. The image must be 50kb or less. Maximum image dimensions (W x H) are 242 x 36 pixels. Click View an example to display co-branding image placement:
f	Login and Header	Upload an image to appear next to the Code42 logo on the Code42 agent login screen and header.  The image must be a PNG or JPEG. The image must be 50kb or less. Maximum image dimensions (W x H) are 400 x 24 pixels. Click View an example to display co-branding image placement:
g	Allow user to dismiss this message	Select to allow users to dismiss the custom message. If you change the message, the new message appears to users even if the previous message was dismissed.
h	Enter a custom message	Adds a custom notification to the Home screen of the Code42 agent. The notification message is limited to 2,500 characters. Notifications longer than about 700 characters may require the user to scroll to see the entire message. The following HTML tags are allowed in the message text: Headers: <h1> - <h6> Paragraph: <p> Link: <a> Line break: <br /> Formatting: <b>, <i>, <s>, <u>, <o>, <sup>, <sub>, <ins>, <del>, <strong>, <strike>, <tt>, <code>, <big>, <small>, <em> Inclusion of any other HTML tags results in an error message. Do not wrap the message text in html or body tags.    Click View an example to display custom message placement:

Related topics

• Agent customizations
• Deployment policies reference
• Downloads reference
• Deploy Code42 agents