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iorad Admins

Invite team member

Set your Tutorial Branding

Set Tutorial Privacy

Set iorad SSO

Set tutorial Layout preferences

User type - Roles & Access

Tutorial Categorization governance

iorad Creators

iorad High level onboarding Demo

Creating tutorials - ‘how-to’ guides

iorad Resources

‣

https://blog.iorad.com/extension-technicaldoc

iorad InfoSec packet (external)

Industry insights, best practices

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A well-branded tutorial aligns perfectly with your organization's visual identity—featuring accurate colors, a clear logo, and a cohesive look that reflects your brand. That’s what this guide is here to help your team create.

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Think of this page as your map to building a polished, consistent tutorial experience that every creator on your team can lean on without reinventing the wheel.

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📌 Custom Theme

• Setup a Custom Theme for all of your Tutorials - how to create your own custom theme for brand consistency for all tutorials
• How to Change Tool Highlight Color - how to match your highlight color to your brand colors

Before we jump in, here’s the big takeaway: once you set your custom theme and establish a template tutorial, your creators get to focus on content while the system quietly enforces the settings you want. Clean, streamlined, and SO much easier to manage over time.

🪄 What You’ll Learn

A quick look at what’s ahead:

• How to set up your custom theme (logo, brand colors, fonts, etc.)
• How to create a template tutorial with locked settings via the Admin panel
  • What settings you can lock so creators stay aligned with your governance rules
• How to preview, test, and confirm everything is working before you roll it out
• What creators will experience once your theme + template are active

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Step 1: Create Your Custom Theme

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Your custom theme sets the visual identity across all published tutorials. It’s the fastest way to make tutorials feel like part of your brand ecosystem.

How to create your theme

1. Go to Dashboard → Theme.
2. Select + New Theme.
3. Add your:
   • Logo & Favicon
   • Brand color(s)
   • Background image/colors
   • Font styles, colors and sizes (including Closed Captioning options)
4. Save your theme.

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✨ Tip: The preview panel will update live as you tweak colors — it’s the easiest place to sanity-check contrast and accessibility. Use it to see exactly how your theme will look and feel!

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:iorad-icon--5-: Here’s how: Set Up a Custom Theme for Your Tutorials

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How to change the Tool Highlight marker and text color

The Tool Highlight Color and Font Color exists separately from your theme, even though it lives under the Theme area of the Settings page. This is by design, as it allows you to update the color if/when necessary so there is contrast with the tutorial screen.

To change the Tool Highlight marker and text color:

1. Go to the Settings of a tutorial
2. Click on Theme
3. Below Selected Theme, you will see Tool Highlight Color; use the color picker or add in your HEX code
4. Select a color under Tool Font Color
5. Here, you also have the option to “apply tool colors to all tutorials” as a bulk change option

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:iorad-icon--5-: Here’s how: Change Tool Highlight Color

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Step 2: Build a “Template Tutorial”

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This is your secret weapon. Think of it as the starter dough your creators will bake all future tutorials from.

When you lock default settings from your template tutorial, new tutorials will automatically inherit those choices — and creators won’t be able to change them.

🔐 What Settings Can Be Locked

Here’s what you can enforce so your creators - and tutorials - stay aligned:

• Default theme
• Default privacy (Public, Unlisted, Private, Invite Only)
• Default layout settings for Direct and/or Embed. This includes settings such as:
  • Default player mode (Try, Scroll, Watch, etc.)
  • Image zoom
  • Playbar features, including the ability for a learner to share a tutorial
  • and more - this tutorial will show you where to find them in the tutorial settings
• Whether creators can use/create a version of their tutorial in Quiz mode
• Adding/updating Media (text-to-speech, uploading their own videos/recordings)
• Adding Background Music

You can mix and match — lock everything or just the pieces that matter most for consistency.

Create your template

1. Create a new tutorial, or, select an existing tutorial to use as your Template.
2. Configure the following settings the way you want them to apply across the team:
   • Privacy
   • Layout
     • 💡 Tip: make sure to configure both the Direct (hyperlink) layout and the Embed layouts
   • Theme

Lock your template

Locking retains the last-used setting and prevents changes. This makes your template a governance anchor — especially helpful for large teams.

1. Go to Profile > Settings > Admin.
2. Scroll to Lock Settings.
3. Under Lock Settings, lock (toggle) the settings you wish to lockdown:

Additional Account Options

Under the Admin settings, you can also:

• Toggle the Public Option on or off. By toggling this off, you can disable the Public privacy option from your Team’s tutorials altogether.
• Disable/enable the Audio & Video Auto Updater Alert, Translate Auto Updater Alert. This will disable the noty that pops up in the upper right asking if you’d like to update or add audio using text to speech.
• Add an additional level of locked down access to tutorials. By locking Deactivated, and then turning Deactivate Tutorials by Default on, this would then make all tutorials created deactivated by default if someone on the team needs to review tutorial content before it gets enabled.

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Step 3: Test Your Setup

Before you roll things out:

1. Ask a creator to make a test tutorial.
2. Make sure:

If anything feels off, tweak your template and test again. This is your “set it once” moment, and it’s worth getting right.

💬 FAQ

When creating this template, will it automatically apply to old tutorials once enabled?

New tutorials inherit the template settings automatically, but any tutorials made prior to these settings will maintain their previous settings unless manually edited, either by updating them individually, or doing a bulk update.

You can bulk update privacy changes, layout options, and your custom theme.

Can creators override the theme?