How do I customise my portal?

Clinked offers plenty of customisation features, from simply choosing your company logo to introducing a custom URL and updating the terminology throughout your portal:

This article will show you how to brand your portal to align with your company, it will cover the following:

Adding a logo/s

You can update your company logo and the logos of your individual Clients/Projects/Groups.

To update your company logo:

  • Go to Account Settings > Branding
  • Choose Upload A Logo OR select Use Text Logo
  • Click Update

To update your group logo/s:

  • Go to your Client/Project/Group > Settings
  • Choose Upload Logo
  • Click Update

Screen_Shot_2018-06-11_at_10.41.17.png

 

Main banner

You can also update the banner background of your account.

To update your main company banner:

  • Go to Account Settings > Branding
  • Choose either a) Menu Bar Colour, b) Upload A Background, or both
  • If you choose both, select Background Gradient
  • Click Update

To update your group banner/s:

  • Go to your Client/Project/Group > Settings
  • Choose Header Background and select a colour
  • Click Update

 

Login page

When you update your company logo and main company banner, your login page will automatically update to look the same:

Screen_Shot_2018-06-11_at_11.22.06.png

 

Domain (URL)

Please visit our Custom URL article for help with setting this up.

 

Terminology of tools

You can update the terminology used throughout your portal.

To change the terminology:

  • Go to Account Settings > Naming
  • Update the singular and plural terms for the features of your portal
  • Click Update

Screen_Shot_2018-06-11_at_11.40.00.png

 

Adding and removing tools

You can modify the features that appear in each of your Client/Project/Groups.

To update your feature settings:

  • Go to your Client/Project/Group > Settings
  • Find Client Tools
  • Un-check the features you wish to hide
  • Select Update

Screen_Shot_2018-06-11_at_11.49.55.png

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.