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Customize the Client Project Portal
Customize the Client Project Portal

Add a personal touch to your Client Project Portal!

Kristi Kvenild avatar
Written by Kristi Kvenild
Updated over a week ago

Clients can use their Project Portal to view and keep track of any Contracts, Invoices, or Questionnaires that have been shared with them. With everything in one place, they're able to stay on top of filling out documents and payment due dates!


You can set a custom header image that will be displayed on the client-facing Project page. We've provided some default header options, or you can upload your own! There's also the option to choose 'No Image', so only your company logo (if uploaded) will be displayed.

Additionally, the colors for buttons and button text can be customized to align with your brand! Just make sure to keep enough contrast between the colors so they're easy for clients to read. πŸ‘


If you have any questions or need additional help, feel free to contact us in the chat bubble in the lower right-hand corner of your dashboard. We're always happy to help!

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