How to brand the Client Portal Login Page #

In this video you’ll learn how and where to add in your branding elements to the Client Portal Login.

Step-by-Step Guide to Branding Your Client Portal #

This guide will walk you through customizing the branding of your client portal.

Note: This platform may offer more customization options in the future.

Step 1: Accessing Your Branding Settings

1. Open your client portal.
2. Navigate to the “Branding” section. (The specific location may vary depending on your platform).

Step 2: Customize Your Portal Name

1. Locate the field labeled “Name” or similar. This will determine the text displayed at the top of your portal.
2. Enter a clear and concise name for your portal. (Character limitations may apply).

Step 3: Update Portal Description (Optional)

1. Locate the field labeled “Description” or similar. This text may appear below the portal name.
2. Consider removing the pre-filled text and replacing it with a more specific description of your portal’s offerings.

Step 4: Choose Your Brand Colors

1. Identify the fields labeled “Brand Color 1” and “Brand Color 2.”
2. Select colors that represent your brand identity. (Consult your brand guidelines if available).
   • Brand Color 1: This might be used for buttons or other elements within the portal.
   • Brand Color 2: The functionality of this color may vary depending on the platform.
3. Preview your color choices to ensure they display well together.

Step 5: Upload Your Favicon and Portal Image

1. Locate the field labeled “Favicon.”
2. Upload a square version of your logo to be used as the favicon (the small icon displayed in the browser tab).
3. Locate the field labeled “Portal Image” or similar.
4. Upload a background image for your portal login screen. (Consider using a contrasting image for optimal text readability).

Step 6: Add Your Logo and Support Email

1. Locate the field labeled “Logo” or similar.
2. Upload your main logo or an alternate logo that displays well in a square format. (Consider using a white or light-colored logo for dark backgrounds).
3. Locate the field labeled “Support Email” or similar.
4. Enter the email address for client support inquiries.

Step 7: Update Copyright Information (Optional)

1. Locate the field labeled “Copyright” or similar. (You may choose to update this with your company’s copyright information).

Step 8: Save Your Changes

Once you’re satisfied with your branding customizations, save your changes within the platform.