The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
Customize the look and feel of your client portal, aligning your clients’ portal experience with your company’s brand. With your Client Portal you can upload your own logo, add a custom background and choose your own colors.
Using this guide, you can:
The client portal can be enabled or disabled for all of your users with the check of a box.
To enable or disable the client portal:
Click the Modules button in the top left of Accelo and select Configuration.
Check or uncheck the Enable client portal box. Please note - Even when enabled, the client portal is only available to the clients whom you invite to access it.
Using the portal’s color, logo and background settings you can make the client portal your own, ensuring that your clients see your brand.
To customize those options:
Open the Client Portal settings page.
Login Screen Text:
Colors - Enter via the hexadecimal code, or via the color palette:
Logo & Background:
Logo - Your company logo will be displayed on the login page, and at the top of every page viewed in the client portal. Once an image has been chosen click Upload to upload and save the image, please note this can only be set by an Admin user.
NOTE: The size of your company logo will impact the amount of space in the header.
Background - The background image of every page viewed in the client portal. The background image will be automatically scaled to fit the screen of users when accessing your portal. Solid colors can be used in place of a background image by uploading a file consisting only of that color. Once an image has been chosen click Upload to upload and save the image, please note this can only be set by an Admin user.
NOTE: The recommended size for the background image is 2880 x 1920 pixels.
These additional links can be used to provide your clients with links to your company’s additional resources, such as contact information and hours of operation.
To add additional links to your client portal:
Open the Client Portal Settings page.
Give your custom link a title, and enter the URL which your clients should be directed to. These additional links will appear in the primary navigation bar of your client portal