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The Admin Basics module is for users with admin access who want to customize branding, layouts, and shared assets.
You’ll learn to manage themes, layouts, and image libraries to keep your team aligned and efficient.
Add a New Book Theme
Control book layout and branding with organization-wide presentation themes.
Recap
Add a New Theme
Navigate to the Admin Console and select Book Themes.
Every new org includes a default theme, and this is where you can edit existing themes or create new ones.
Click the blue + button to add a theme.
You’ll see your default theme and a blank untitled theme—click + to create a new one.
Choose a theme option.
Select from the available Efficiently base themes or create one from scratch, then click Select Theme.
Name your new theme and click Create.
The theme is now added to your organization.
Use the Back button to return to the theme menu.
From here, you can begin customizing your new theme or select another to edit.
Set a Default Theme
Be sure to set a default theme for your organization.
Click the star icon beneath any theme in the left-hand menu to mark it as the org default.
Edit Book Themes
Editing book themes allows you to control the layout, text styles, item box styles, and overall visual structure of every design book in your organization. Follow the steps below to customize any theme.
Recap
Edit a Theme
Navigate to the Admin Console
Select the Book Themes tab
Choose a theme from the left panel
Click Edit Theme to begin customizing
Edit Page Layouts
Select a page from the left panel
Click into the page to edit
Use the right tool menu to add shapes and lines
Use the left panel to edit text styles or click the blue plus to add a new style
Click into any text box to edit content
Use the top dropdown to update the existing style or save a new one
Select the Fields tab to add dynamic fields
Click into images to replace them using the image menu
Adjust the canvas background using the color selector at the top
Click back to return to the full page layout list
Edit Item Boxes
Open an item page from the left panel
Select the Items tab
Drag an item box onto the canvas or select one already on the page
Use the dropdown at the top to change the item box style
Click into the item box and select the pencil icon to edit
Click into text fields to edit, delete, or reposition them
Drag fields to reposition within the box
Resize the image by dragging the corners
Click outside the box to complete edits
Click back into the edited box
Use the dropdown to save as a new style
Name the new style and click Save
Add Images
Store and manage images at the organization level so your team can easily access them across all projects. Follow the steps below to upload and tag images inside the Admin Console.
Recap
Upload Images
Navigate to the Admin Console.
Select Images & Logos from the top navigation.
Click Organization Images (or choose another folder if needed).
Click Add Images.
Drag images into the blue upload folder or click to upload from your computer.
Edit Images & Add Tags
Hover over any uploaded image and click Edit, or open the vertical ellipsis.
In the Tags search field, type to find an existing tag or press Enter to create a new tag.
Click Save to apply your changes.
Add Logos
To upload logos, open the Organization Logos folder and follow the same steps listed above.