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How to set up the Client Portal
How to set up the Client Portal

Setting up and customizing the client portal

M
Written by Meg
Updated over 10 months ago

Please refer to this Help doc if you currently use magic login links and wish to swap to the Client Portal: https://intercom.help/zipleads/en/articles/9011992-legacy-membership-to-client-portal-migration

Configuring a custom Domain:

To configure a custom domain for your client portal, follow these steps:

  1. Using the left sidebar, navigate to the Sites tab then the Client Portal section. Proceed to the "Settings" area.

  2. Then navigate to 'Domain Setup':

  3. Type in your desired domain name for then select 'Update Domain' (If you refresh your page now you will be able to copy this URL directly from here)


    Branding your Client Portal

    1. Navigate to Sites > Client portal > Client portal settings > Branding

    2. Customize the Portal's Appearance: Within the "Branding" section, you can fully customize the look and feel of your client portal. Here are the options available:
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    • Portal Name: Enter a name for your portal. This is the name that will be displayed prominently on your portal.

    • Portal Description: Add a description for your portal. This description will be visible to your clients and should briefly describe your portal or its services.

    • Brand Colour One: Choose the primary colour to represent your brand in the portal. This colour is often used for buttons, headings, or highlights.

    • Brand Colour Two: Choose a secondary colour to complement your primary colour. This adds depth and variety to your portal's colour scheme.

    • Favicon: Upload a favicon for your portal. Favicons are small icons that appear in the tab of a browser when your website is open. They should ideally be in a 1:1 aspect ratio, in SVG, PNG, or JPG format, with maximum dimensions of 16x16 pixels.

    • Portal Image: The "Portal Image" section in the Client Portal allows you to upload your brand's square (1:1 aspect ratio) image in SVG, PNG, or JPG formats. The image dimensions should not exceed 720x720 pixels. This image will serve as the main branding image in your Client Portal.

    • Logo: Upload your brand logo to be displayed on the portal. Like favicons, logos should be in a 1:1 aspect ratio, in SVG, PNG, or JPG format, with maximum dimensions of 200x200 pixels.

    • Support Email: Specify an email address your customers can contact for support or questions related to the portal.

    • Copy Right: You can enter copyright information here. This is typically something like "© 2023 Your Company Name." It helps protect your content and establishes your company's claim over the content.

    • Save Settings: After making all the desired changes, don't forget to click "Save Settings" to ensure your customizations are applied to your client portal. If you change your mind or need to revert to the old settings, click "Cancel" before saving the settings.


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