Managing Themes

Themes control the visual appearance of your PteroCA panel, landing page, and email communications. This guide covers managing themes in the admin panel.

Accessing Theme Management

To manage themes:

  1. Click Themes in the admin sidebar

  2. You'll see a list of all installed themes

Required permission: access_themes or admin role

Theme Overview

What is a Theme?

A theme defines:

  • Visual appearance - Colors, fonts, layouts

  • Context - Panel, landing page, or email templates

  • Components - Templates and styling

  • Assets - Images, CSS, JavaScript files

Theme Contexts

PteroCA uses three separate theme contexts:

  • Panel - Admin panel and client area interface

  • Landing - Public-facing landing page

  • Email - Email template styling

Each context can have its own default theme.

Theme List

The theme list displays:

  • Theme name - Display name

  • Type - Context (panel, landing, or email)

  • Author - Theme creator

  • Version - Theme version number

  • Default - Whether it's the default for its context

  • Created - Installation date

  • Actions - View, edit, copy, export, delete

Viewing Theme Details

To view theme information:

  1. Find theme in list

  2. Click View or theme name

  3. See theme details including:

    • Description

    • Author information

    • Version and changelog

    • Template files included

    • Asset files

Setting Default Themes

How to Set Default Theme

For each context:

  1. Find the theme you want to use as default

  2. Click Set as Default action

  3. Theme becomes active for that context

Default themes:

  • Panel default - Used for admin panel and client area

  • Landing default - Used for landing page

  • Email default - Used for email communications

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Context Separation

You can have different default themes for each context. For example: a modern theme for the panel, a promotional theme for landing, and a minimal theme for emails.

Changing Default Themes

To switch default theme:

  1. Select new theme for the context

  2. Click Set as Default

  3. Previous default is automatically unset

  4. Changes take effect immediately

What happens:

  • New visitors see new theme

  • Logged-in users may need to refresh

  • Emails use new template

Installing Themes

Uploading Theme Packages

To install a new theme:

  1. Click Upload Theme or Add New

  2. Select theme ZIP file

  3. Upload and install

  4. Theme appears in list

Theme package requirements:

  • Valid ZIP archive

  • Contains template.json manifest

  • Includes required template files

  • Valid theme structure

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Theme Sources

Primary source:

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Other sources:

  • Community developers (Discord, forums)

  • Custom development (commissioned themes)

  • GitHub repositories (open-source)

Security best practices:

  • Prefer themes from the official marketplace

  • Only install themes from trusted sources

  • Review theme code before installation

  • Test themes on staging environment first

  • Check theme reviews and ratings

Managing Installed Themes

Copying Themes

To create a copy:

  1. Find theme in list

  2. Click Copy or Duplicate action

  3. New copy is created with modified name

  4. Edit copy to customize

Use cases:

  • Create variations of existing theme

  • Test customizations without affecting original

  • Develop new theme based on existing one

  • Backup before major changes

What gets copied:

  • All template files

  • Assets (CSS, JavaScript, images)

  • Theme configuration

  • Manifest file

Exporting Themes

To export a theme:

  1. Find theme in list

  2. Click Export action

  3. Download ZIP package

Use cases:

  • Backup themes

  • Share themes with others

  • Deploy to another PteroCA instance

  • Version control

Export includes:

  • Complete theme package

  • All templates and assets

  • Manifest and metadata

  • Ready for re-import

Deleting Themes

To delete a theme:

  1. Find theme in list

  2. Click Delete action

  3. Confirm deletion

Restrictions:

  • Cannot delete default theme for any context

  • Must set different default before deleting

To delete default theme:

  1. Set another theme as default for that context

  2. Then delete the previous default theme

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Theme Configuration

Customizing Themes

Basic customization:

  • Navigate to Theme Settings

  • Customize colors, logos, and styles

  • Changes apply to active themes

Advanced customization:

  • Edit theme templates directly (requires developer access)

  • Modify CSS and JavaScript

  • Override specific components

  • Add custom functionality

Theme Settings

Global theme settings:

  • Logo - Upload custom logo

  • Favicon - Browser tab icon

  • Colors - Primary, secondary, accent colors

  • Fonts - Typography settings

  • Layout - Spacing and structure

See Theme Settings for detailed configuration options.

Theme Health and Troubleshooting

Theme Compatibility Check

PteroCA automatically checks:

  • Theme version compatibility

  • Required files present

  • Valid template syntax

  • Asset availability

Healthy theme indicators:

  • Green checkmark or "Compatible" status

  • No error messages

  • Displays correctly in preview

Common Issues

Theme not displaying correctly:

Possible causes:

  • Browser cache

  • Missing assets

  • Template errors

  • Version incompatibility

Solutions:

  1. Clear browser cache (Ctrl+Shift+R or Cmd+Shift+R)

  2. Check theme compatibility with PteroCA version

  3. Review error logs (Logs & Monitoring)

  4. Reinstall theme package

  5. Contact theme developer

Theme upload fails:

Possible causes:

  • Invalid ZIP structure

  • Missing template.json

  • File size too large

  • Corrupted archive

Solutions:

  1. Verify ZIP package structure

  2. Check template.json is valid JSON

  3. Reduce asset file sizes

  4. Re-download and re-upload theme

  5. Check file upload limits in server configuration

Default theme not applying:

Possible causes:

  • Cache not cleared

  • Wrong context selected

  • Theme disabled

  • Browser session cache

Solutions:

  1. Verify correct context (panel/landing/email)

  2. Clear browser cache completely

  3. Log out and log in again

  4. Check theme is marked as default in list

  5. Restart web server if necessary

Permissions Required

Theme Management Permissions

To manage themes, users need:

  • access_themes permission, or

  • admin role

Permission levels:

  • View themes - See theme list and details

  • Install themes - Upload new theme packages

  • Edit themes - Modify theme settings

  • Delete themes - Remove themes

  • Set default - Change default themes

See Managing Permissions for details on configuring roles and permissions.

Best Practices

Theme Management

Do:

  • Test themes on staging environment first

  • Backup themes before customization

  • Keep themes updated to latest versions

  • Use different themes for different contexts appropriately

  • Document custom theme changes

  • Export backups regularly

Don't:

  • Install untrusted themes

  • Edit default themes directly (copy first)

  • Delete themes without backups

  • Use panel themes for landing pages (wrong context)

  • Ignore theme compatibility warnings

  • Mix incompatible theme versions

Performance Optimization

For better performance:

  • Optimize theme assets (compress images, minify CSS/JS)

  • Remove unused themes

  • Use CDN for static assets

  • Enable browser caching

  • Choose lightweight themes for email context

Security Considerations

Theme security:

  • Only install themes from trusted sources

  • Review theme code for malicious scripts

  • Keep themes updated for security patches

  • Use official themes when possible

  • Avoid themes requesting unnecessary permissions

User Guides

Developer Guides

Administration

Need Help?

For theme management questions:

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