Personal Branding

How to Update Logo and Cover Photo for Client Portal

Rafael avatar
Written by Rafael
Updated over a week ago
  1. Personal branding allows you to create a customized look for your client portal.
    Starting at the main menu, on navigation on the left side of the screen, click Settings then System

  2. Once you are on the new page, on the navigation on the left side of the screen, click Branding then Company Logo

  3. On this page, you can upload your desired logo by clicking Choose Photo, once you add your photo click Upload

    Example of new Logo
  4. Navigate back to the Branding and this time click Client Portal

  5. On this page you can once again add an image for the Client Portal this time. Once completed, click Upload

  6. Once saved, you can view the client portal by scrolling down to the bottom of the page and clicking View Client Portal

Example of New Client Portal
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