How to Apply Company Branding to Client Portal

Overview:
Create a seamless experience for your clients by showing your branding on the client portal interface.

Steps:

1. Navigate to Settings → Theme & Branding → Client Portal Settings.

2. Upload your client-facing Logo and Portal Header.

3. Choose whether to display company name and logo prominently.

4. Save changes.

Tips & Best Practices:

• Match branding with your website for brand trust.

• Keep design simple for professional appearance.

Troubleshooting / FAQs:

• Brand not showing to clients? Ensure the correct user role and module access are assigned.

• Wrong logo showing? Double-check portal-specific logo, not main system logo.