How do I customise my portal?

Clinked provides plenty of customization features, allowing you to personalise your experience. You can easily start by selecting your company logo, and take it a step further by introducing a custom URL and updating the terminology used throughout your portal.

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

 

How to add a logo

Adding a main banner

How to add a custom URL

Terminology of tools

Adding and removing tools

 

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

 

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) Top navbar color, b) Top navbar text and icons color or both
  • 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:

 

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

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