In this video we show you how to customize your client portal:
📌 Use Case
You want your client portal to feel like a natural extension of your agency– with your own branding, colors, language, and settings. ManyRequests gives you full control over how your portal looks and behaves, both for you and your clients.
Customizing Your Portal Name and Branding
Go to Settings→ Portal and click the Portal tab to edit the following:
Portal name - enter the name you want displayed on your portal
Logo and Favicon
Logo for light background - recommended 280x100px or similar proportions with a transparent background
Logo for dark background - same size recommendation, optimized for dark mode display
Favicon - recommended 48x48px or similar proportions with a transparent background
Region
Language
Timezone
Preferences
Primary color - applies to buttons and links across the portal
Sidebar Dark Mode - toggle dark mode for the sidebar
Sidebar Logo Always Dark - if enabled, the sidebar logo will always be displayed in dark mode; otherwise, it will display in light mode
Click Save to apply your changes.
Advanced Portal Settings
Go to Settings→ Portal and click the Advanced tab to access these additional settings:
Customize Email Templates - Personalize the look and feel of your automated emails. Click Personalize email templates to get started.
Customizing CSS Styles - Add or overwrite the default theme with your own custom CSS. Click Custom style to configure.
Custom Scripts - Add custom scripts to your portal or define a redirect URL to use as your “Thank You page”. Click Configure Checkout and Thank You page Tracking to set up.
Brands - Allow clients to manage multiple brands under their organization. Toggle this to enable it, then click Edit brand form to customize the form clients complete when creating a brand.
Link Catalog - create a link catalog with domains for your users to buy backlinks from your agency.
Sign-up page - When enabled, a sign-up page will be available for clients to create a free account at app.example.com/register
Enhance privacy - When enabled, client emails will be hidden from team members
Prevent search engine indexing - When enabled, search engines like Google will be instructed not to index your portal pages.
Display link to service agreement - If checked, your portal sign-up form will display a link to your service agreement page. You can set the link URL and customize the wording, for example, “Terms and Conditions”.
Managing Your Portal Notifications
Go to Settings→ Profile and Account→ Notification Preferences to manage the notifications sent to you as an admin.
Customizing Your Client Portal Onboarding
Go to Settings→ Onboarding to create an onboarding screen for your clients. This screen will be shown to clients when they first log in to your portal.
Here is an example of what the client sees:
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.