Client Portal - Brand Settings

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

In the Client Portal - Brand Settings tab, you have the ability to configure and customize the brand settings of your CRM Client Portal. This feature empowers you to personalize the appearance and overall user experience of the Client Portal to align with your corporate branding and aesthetic preferences.

1) Domain Settings

In the Domain Settings page, you can configure the domain for your CRM Client Portal. This feature enables you to add multiple domains to your CRM Client Portal for various purposes, such as catering to different client regions or organizing promotional events.

2) Brand Settings

In the Brand Settings page, you can configure the following options for your CRM Client Portal:

1. Website Name: Specify the name that will be displayed on the browser tab when clients access your CRM Client Portal. This allows you to personalize the branding and ensure that your clients easily recognize and identify your CRM website.

2. CRM Client Portal Logo: Upload and set your desired logo to appear on the CRM Client Portal. This allows you to showcase your brand identity and create a consistent visual representation for your clients.

   
3. Theme Color: Choose the theme color that aligns with your brand's visual identity. This color will be applied to various elements throughout the CRM Client Portal, providing a cohesive and branded experience for your clients.

4. Default Mode: Select the default mode for the CRM Client Portal interface - light mode or dark mode. When clients access the CRM, the selected default mode will be displayed, offering a preferred visual experience from the moment they log in.
5. Landing Style: Choose the desired landing page style for your CRM Client Portal - center, left, or right. This option allows you to customize the layout and positioning of the content on the landing page, making your CRM look more unique and tailored to your brand's aesthetics.

3) Login Page Configuration

In the Login Page Configuration settings, you can customize various aspects to enhance the user experience. Here are the options you can configure:

1. Login Background Image: Choose a visually appealing image to create a unique and visually appealing login page. This helps create a positive first impression for your users.

2. Login Logo: Set your brand logo to be displayed on the login page. This helps reinforce your brand identity and creates a consistent visual representation across your CRM Client Portal.

   
3. Navigation Mode: Decide the placement of the navigation menu on the CRM Client Portal. You can choose to have it positioned at the top or on the left side, based on your preference and design requirements.
4. System Language & Default Language: Customize the available languages for the CRM Client Portal. You can select multiple languages to cater to a diverse user base. Additionally, you can set a default language that will be displayed when users access the portal. This allows users to view and interact with the CRM in their preferred language, enhancing their overall experience.