In this video we show you how to customize your client portal:
Step 1: Customize your portal branding
Go to Portal > Client portal to edit the following things:
Logo and favicon
Custom domain (Please contact us if you want to connect your own domain)
Step 2: Edit permissions and notification settings
Go to Settings > Permissions and preferences / Notifications to edit your portal settings.
Step 3: Create an onboarding screen for your clients
Go to Onboarding to create an onboarding screen:
This screen will be shown to clients once they log in to their portal. Here is an example of the client view:
Note: By default there is no onboarding screen set up, this step is not mandatory.