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Customize The Client Portal

Learn how to customize parts of the client portal.

Updated over a week ago

If you want to change a few things about the portal you can do that from your settings page under the "Pages" tab.

Here are a few things you can customize

  1. Change the introductory paragraph that the client will see after they log in

  2. Enable/disable certain data section of the portal. For example, if you don't want the client to see or edit their policy information you can disable this section.

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