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How To Customize Your Client Portal

Learn how to customize your portal, edit settings and permissions, and create a client onboarding screen.

Written by Robin Vander Heyden

In this video we show you how to customize your client portal:
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Customizing your portal name and branding

Go to Settings > Portal to edit the following things:

  • Portal name

  • Logo and favicon

  • Colors

  • Dark mode

  • Primary colors

  • Sidebar color

Connecting your custom domain

You can fully brand your client experience by using your own domain for both your portal and email notifications.

Custom Portal Domain

Set up a custom subdomain (e.g. portal.youragency.com) so clients access your portal through your own branded URL instead of the default ManyRequests domain.

This helps:

  • Reinforce your brand

  • Build trust with clients

  • Create a seamless experience

Custom Email Domain

You can also send notifications from your own domain (e.g. [email protected]) instead of the default sender.

This ensures:

  • Emails look more professional

  • Better email deliverability and trust

  • Consistent branding across communication

How to Set It Up

  1. Go to Portal Settings > Advanced

  2. Under:

    • Custom Portal Domain, click Manage custom domain

    • Custom Email Domain, click Set up custom domain

  3. Follow the instructions to add the required DNS records (CNAME and TXT)

  4. Once verified, your custom domains will be active
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Managing your portal notifications

Go to Settings > Profile and Account > Notifications preferences to manage notifications sent to you.
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Customizing your client portal onboarding

Go to Settings> Onboarding to create an onboarding screen:
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This screen will be shown to clients once they log in to their portal. Here is an example of what client see:
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​Note: By default there is no onboarding screen set up, this step is not mandatory.


Control Portal Visibility on Search Engines

You can choose whether your client portal is visible on search engines like Google.


To do so, go to Settings > Portal > Advanced Tab

When this setting is enabled:

  • Your portal can be indexed and appear in search results

When disabled:

  • Your portal remains private and won’t be indexed

This is useful if you want to keep your client workspace private, or if you’re using your portal as a public-facing page.


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