Change theme and navigation

This guide explains change theme and navigation and what to check before you finish.

Reviewed by LocalCMO Editorial Team Last reviewed

Before you start

  • You can open Settings.
  • You know the agency account, member, brand, domain, client portal, or preference you want to change.
  • You have access to the current setting, affected users, and required account or domain access.

Steps

  1. Choose the right scope

    Open Settings and select the agency account, member, brand, domain, client portal, or preference you want to change.

  2. Check the current state

    Review the current setting, affected users, and required account or domain access. Keep the current value or status visible before you make a change.

  3. Change theme and navigation

    Choose a personal light or dark theme and a Standard or Compact navigation layout.

  4. Review before you finish

    Preview customer-facing changes and check member access before you save.

  5. Confirm the saved or submitted result

    The setting is saved for the intended account and does not change unrelated clients or locations.

EXPECTED RESULT

What you should see when you finish

  • The setting is saved for the intended account and does not change unrelated clients or locations.
  • The page shows the client or location you intended to change or review.
  • Any approval, publishing, or follow-up status is recorded separately from the draft.

If something does not look right

The option or data is missing

Check the selected scope, date range, account connection, and your permissions. Settings depend on account role, plan, connected services, domain control, and workspace permissions.

The result does not match the source

Return to Settings, confirm the source and checked date, then repeat the task with the same scope. Do not replace a missing value with zero or assume a submitted change is already live.

Change theme and navigation FAQ

What does “Change theme and navigation” help me do?

Choose a personal light or dark theme and a Standard or Compact navigation layout.

How do I know this task is complete?

The setting is saved for the intended account and does not change unrelated clients or locations.

What should I do if the option or data is missing?

Check the selected scope, account connection, date range, and permissions. Settings depend on account role, plan, connected services, domain control, and workspace permissions.

NEXT

Continue from this guide

Explore account and Agent capabilitiesSee how permissions, connections, approvals, and product access shape what the workspace can do.