Skip to main content

Portal Customization

Brand the portal to match your client.

Branding Options

Upload client logo for portal header.

Colors

  • Primary color
  • Secondary color
  • Background color

Custom Domain

Set up portal.clientdomain.com:

  1. Add CNAME record
  2. Verify domain
  3. Enable SSL

Custom CSS

Add custom styles (Enterprise).

Layout Customization

  • Reorder menu items
  • Hide sections
  • Add custom links

Dashboard

  • Widget selection
  • Layout arrangement
  • Default filters

Next: Portal Permissions