How to Add Your Logo to Customize Client Portals
Overview:
Customize the footer of your client portals to reflect your company’s branding. You can add your logo, link text, and a contact option so clients have easy access to support.
Step-by-Step Instructions:
Access Footer Settings:
Navigate to Account Settings and scroll to the Footer Settings section.
Add Branding Elements:
Choose the logo that will appear on your footer.
Enter the link text to display alongside your logo.
Configure Contact Options:
Add a link URL (e.g., to your Contact Us or Help page) or input an email address for client support.
Save Changes:
Click Save Changes to apply your new footer settings across all client portals.
Review Client View:
Verify that your customized footer appears at the bottom of each portal, displaying your logo, link text, and contact option.
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