To customize your client portal, head to your Brand Settings (the gear icon) >> Portals.

  1. Changes the welcome message text at the top of the portal on the left hand side.
  2. Changes the text on the Projects tab in the portal.
  3. Allows you to add a portal specific logo instead of the main logo you have in brand settings (proportions 200 x 100).
  4. Adds a banner portal image (proportions 1800 x 200 or, for larger screens, 2700 x 300).
  5. Changes the banner image shown on mobile devices (proportions 700 X 400).
  6. Changes the color of the portal banner (if you are not using an image).
  7. Changes the color of the font of the welcome message.
  8. Changes the color of the summary tabs (Business Info, Unread Emails, Incomplete Forms, Open Invoices).
  9. Changes the color of the text on the summary tabs.
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