How do I brand my Client Portal Login?

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.