How to Customise Portal

1. Branding Your Portal

• Upload your company logo and favicon

• Choose a theme color to match your brand identity

• Add your company name and tagline to the header

Steps:

1. Go to Settings > Portal Customization

2. Click Branding

3. Upload your logo (PNG/JPG) and favicon (ICO format)

4. Select your theme color and save changes

2. Customizing Layout & Sections

You can choose which sections are visible to customers. Options include:

• Tasks – Share task lists and milestones

• Files – Share documents, designs, or assets

• Discussions – Keep communication centralized

• Status Updates – Share progress in real time

Steps:

1. Navigate to Projects > Portal Settings

2. Toggle ON/OFF the sections you want visible

3. Save changes