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How do I brand my portal with my colours?

Customizing Your Portal Colours

The Portal Genie offers a comprehensive colour theming tool that allows you to apply your brand colours across your client portal for a consistent, professional look.

To select and apply your colours:

  1. Click Client Portal from the left-hand menu.

  2. Select Setup.

  3. Scroll down to the Colours section.

  4. Choose your preferred colours for each element of your portal.

  5. Click Save Changes.

  6. To preview your new theme, select Preview at the top of the screen.

  7. When you’re satisfied with your design, click Publish to make it live.