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Customize Subdomains

Customize Subdomains

Learn how to personalize your portal’s URL by customizing subdomains in this simple guide.

Micah Johnson avatar
Written by Micah Johnson
Updated over a month ago

Editing the Subdomain of Your Client Portal

Overview:

Customize the URL for your client portal by editing its subdomain. You can update the default subdomain to reflect your brand or client’s name, creating a professional and memorable web address for easy access.

Step-by-Step Instructions:

  1. Access Portal Settings: From the main dashboard, go to “Manage Portal” or select a portal from “Client Portals.”

  2. Navigate to Portal Settings: Click on “Portal Settings” then the “Domains” tab.

  3. Edit the Subdomain: The subdomain field will auto-fill with the client’s name by default; modify it as needed (e.g., add your company name).

  4. Save Changes: Click “Save Changes” to update the subdomain, which will reflect when the client portal is loaded.

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