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How to customize the client portal with your company’s look and feel

Customize your client portal with branded colors, fonts, and images for a seamless, professional client experience.

Updated this week

The client portal is designed to be a seamless extension of your brand. With customizable colors, fonts, and images, you can create a professional and consistent experience for your clients.

Customize your client portal and login page

  1. From the navigation menu, select your company logo

  2. Select Company Settings

  3. Navigate to the Domain & client portal section from the menu on the left-hand side

  4. Scroll to the Client Portal section and select Customize

  5. From here, you can customize your client portal and login page using different fonts and colors. There will be a real-time preview of the client portal and login page to the right as you edit.

✍️ Note: You can set a default header image to automatically brand every new project workspace and create a consistent client experience. The recommended size for a default project header image is 1140px x 380px.

Client portal elements you can customize

You can modify almost everything about your client portal and login page to ensure they look exactly the way you want. The following elements are available to customize:

Login page

  • Background color

  • Show company logo (toggle YES or NO)

  • Logo shape

  • Title (we recommend using your company name so clients can easily identify you)

Client Portal

  • Page background color

  • Highlight color (includes button color)

  • Font (titles and headers only)

  • Side bar color

  • Button text color

  • Button corner radius (sharp or rounded)