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Account Settings: Portal - Settings
Account Settings: Portal - Settings

Details on the "Settings" section for the portal configuration.

Updated over 3 months ago

Admin permission is required to access the customer portal settings.

The Portal's Settings page allows you configure the portal for your customers. 

  • Portal sign in URL - The URL used for your customers to access your portal. For information on changing this URL, see Account Settings: Display - Organization.

  • Portal contact email - This is the contact email that appears at the bottom of the home page. Set an email the user can click to contact you. 

  • Upload Logo - This logo appears in the portal as well as the sign in page. Recommended dimensions are 320x148 with a maximum size of 5mb. Logo can be in JPG, GIF, or PNG format.

  • Display logo -

    • On sign in page - Show or not show logo on the sign in page.

    • On portal header - Show or not show logo on the portal header.

  • Brand color - Set the dominant colour for the portal. For example, in the below image, the brand colour was set to purple:

Once you Save all changes, you and your customers are now ready to use the new sign in for the portal! 

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