Customer Portal Setup

Customer Portal/White Labeling #

Customer portals can be white labeled separately to each unique company listed in you Company page. To customize a companies customer portal navigate to the company page and edit the company of your choice. Select the edit button on the right hand side of the screen.

Customize Company Portal #

Scroll to the bottom of the edit page. Under “customize company portal” select yes from the dropdown. This will add portal white labeling options to the page just below “Capabilities”.

Company Logo #

Changes the Logo displayed in the top left above the left hand menu.

Click on “Choose File”. A file search will open and you can select an image file from your device. (280px by 80px is the recommended size)

Color Options #

Click onto the colored bar to open the color selection menu.

If you have a specific color you can directly type in the color Hex code.

Reset will return to the default color for that section.

Background Color #

Controls the Background color that appears below the left hand menu of the customer site.

Sidebar Color #

Controls the color of the left hand menu of the customer site.

Menu Text Color #

Controls the color of the left hand menu text.

Sidebar Icons Color #

Controls the color of the icons to the right of the page titles on the left hand menu.

Topbar Color #

Controls the color of the header section of the customer site.

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