Skip to main content
Client portal banner images

Add a custom banner image to your client portals.

Becca Berg avatar
Written by Becca Berg
Updated over a week ago

Updated Feb 20, 2023

Upload a custom client portal banner image or even a specific banner image for each client.


In this article:


Upload a default portal banner

Client portal customizations in your settings will apply to all of your client's portals. Here's how to upload a default portal banner image:

  1. Create a banner image with the dimensions 1800 x 200 pixels (or 2700 x 300 for larger screens) and save it to your computer.

  2. Go to Settings >> Portal.

  3. Under Portal Banner, click Upload.

  4. Select the banner image you created.

Once uploaded, the banner image will replace the portal banner color. It also adjusts as you re-size your screen!


Mobile device portal banner

You can also upload a custom version of your banner for mobile devices. Use the dimensions 700 x 400 pixels and upload the image under Portal Mobile Device Banner.

This image will show up on devices smaller than 768 pixels.

arrow pointing to upload button in portal settings

Β 

Client-specific portal banner

Create and upload a personalized portal banner for a specific client. The client-specific portal banner will override the default banner in your settings.

Client-specific portal banners have the same dimensions as the default banner. You cannot add a client-specific mobile banner.

  1. Go to Utilities >> Address Book.

  2. Click on the client you want to customize the portal banner for.

  3. Under Portal Settings, click the pencil icon to choose your image.

arrow pointing to pencil icon in portal settings

FAQ

Different size screens will display client portals differently. As the screen size gets smaller, the banner image remains anchored to the left, so the right side will cut off first.

Try scaling up your banner image β€” for instance, use 2700 x 300 instead of 1800 x 200.

Can I upload a portal banner for a specific project?

No. Client portals are tied to a client, not to individual projects. Each client has a single portal to access all their projects.

Why isn’t my banner image uploading?

There is most likely an issue with the browser itself or a browser extension. Try uploading the image in an incognito window or with a different browser.

Did this answer your question?