Speaking of customization...

This page offers options to customize the appearance of the context by changing the logo image displayed at the top of the page and on the login screen, as well as including custom fields in the profiles of registered users. For developers, methods are available in the TOTVS Identity REST API to create, update, and query custom fields.

If the datum to be entered in the custom field is either personal or sensitive, we recommend marking it as personal, thus ensuring the confidentiality of the information and protecting access to personal data from unauthorized access, whether accidentally or unlawfully.


Company Logo

Change Company Logo

01. Click the Settings icon in the upper right corner and select the Customization option.

02. In the Company Logo feature, click the Select file button.

03. In the opened screen, click Select file and navigate to locate the desired image, or drag the image and drop it in the indicated area.

The image must comply with the specifications provided on the screen regarding the supported format (png) and the maximum size (1MB). The size of the image in the header is 200 x 60 pixels.

Once the image is displayed onscreen, you can configure its display in Identity (rotate, mirror horizontally or vertically, as well as select the part that should be displayed).

04. Click Save to change the logo image.

After the change, it may take a few minutes for the image to load in the header (on the left side of the top menu).


Change Login Screen Logo 

01. Click the Settings icon in the upper right corner and select the Customization option.

02. In the Company Login Screen Logo feature, click the Select file button.

03. In the open screen, click Select file and navigate to locate the desired image, or drag the image and drop it in the indicated area.

The image must comply with the specifications provided on the screen regarding the supported format (png) and the maximum size (1MB). The size of the image is 50 x 50 pixels.

Once the image is displayed onscreen, you can configure its view in Identity (rotate, mirror horizontally or vertically, as well as select the part that should be displayed).

04. Click Save to change the logo image.

After the change, it may take a few minutes for the image to load on the login screen (next to the company name).


Custom Fields

Create Custom Fields

01. Click the Settings icon in the upper right corner and select the Customization option.

02. Click the Custom Fields feature.

03. Click Add Field to add a custom field in the user profiles.

04. In the Settings tab, enter details on the new field.

Field Name
The name represents the description of the field content on the pages where the user profile is displayed and cannot be changed after creation.

Field Type 
Type of field that should be displayed for completion. The available options are:

  • Text: any type of text.
  • Number: decimal numbers.
  • Date: calendar dates.
  • List: list of options for selection.

→ When the field type is List, you will need to provide the available options for selection. Click Add options or Remove to configure the field selection options.

Make it required for user registration.
When checked, it determines field completion is required.

Make it visible only through REST API. It will not be displayed to the user.
When checked, it determines that, during user registration, the field is neither displayed onscreen nor in the profile. You can only fill in or query the field through the REST API.

05. In the Personal Data tab, add privacy information for the field, if needed.

With the personal data configuration, the field is added to the personal data list in Identity.

You must configure the Personal Data to comply with the General Data Protection Law (LGPD or LGPDP) in the organization. For further clarification on the organization's actions regarding LGPD compliance, access the LGPD guide on the TOTVS website (documentation in Portuguese).

Data Type
Allows selecting a data type to be marked as sensitive or hidden. The available types are: Name, e-mail, SSN, ID card, driver's license, employee card, voter registration, passport, or others, depending on the type of component for which privacy is being configured.

Is it sensitive data?
When marked as Yes, the data is considered sensitive.

Any data on racial or ethnic origin, religious belief, political opinion, union affiliation, or affiliation to a religious, philosophical, or political organization, as well as data related to health or sexual life, genetic or biometric data, that is linked to a natural person, is considered sensitive.

Classification and Justification
Specifies why the data is being requested and for what purposes it will be used.

  • Classification: The classification allows selecting which reason created the need for data privacy configuration. The available classification types are: Contract execution, legal obligation, consent, execution of public policies, study by research organization, regular exercise of law, protection of life, health care, legitimate interest, and credit protection.
  • Justification: Allows providing a text justification for why the data is requested and how it will be used.
    To enter a new classification and its justification, click the Add button located below Classification and Justification.
    To remove it, click the Remove button located below the respective classification and justification. 

06. After entering the information, click Save.

The custom fields are displayed on user management pages and when creating new accounts. For more details, refer to the documentation Identity | Users (documentation in Portuguese).

After creating the custom field, you cannot edit its name and type.


Configure Privacy of Custom Field

01. Click the Settings icon in the upper right corner and select the Customization option.

02. Click on the Custom Fields feature.

03. Locate in the list the feature that should receive the configuration and click Add sensitive data.

The privacy configuration screen opens, already filled in with the name defined for the custom field. You cannot change the name and type of the field.

For more details about the requested information, look for Personal Data in this documentation (step 05 of the previous item).

04. Fill in the requested information and click Save.

With this configuration, the field is added to the personal data list in Identity.


Delete Custom Field

01. Click the Delete icon located next to the added field.

The privacy configurations provided for the custom field are deleted. By deleting this data, it is no longer considered personal and is not monitored anymore. However, all existing records about it are kept as history for auditing.


View Custom Fields with Privacy Configuration

When defining custom fields with personal or sensitive data, you can view them through the Data and Privacy screen in the Security tab.


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