Customise your Client Portal branding

Learn how to customise the look of your Client Portal, offering a more branded and consistent experience for your clients.

Accessing Client Portal Settings

To access Client Portal Settings on the Smokeball Desktop App:

1. Select the cog wheel icon on the top-right corner to open Smokeball Settings.
   
2. Select Client Portal from the left menu.

To access Client Portal Settings on the Smokeball Web App:

1. Select the cog wheel icon on the bottom-left corner, then select Firm Settings.
   
2. Select Client Portal from the left menu.
   

What can be customised?

You can currently customise the following in your Client Portal:

• Brand colour
  • Choose one colour from the colour picker that represents your firm's branding.
• Areas

  • Header Underline: Adds an underline to the header to your selected brand colour.

  • Header Background: Change the colour of the entire header to your selected brand colour.

  • Unread To-Dos: Customize the border color of “unread” to-dos to your selected brand colour.

• Header text colour
  • If your brand colour is dark, you can set the text color to white here to ensure visibility against a dark header background.
• Logo
  • Upload a smaller "icon" logo here if desired, without affecting the main logo in Smokeball.

Select Save once you are done customising. Select Reset if you wish to revert back to the default colour scheme.

For your client to see any changes, they must refresh their Client Portal webpage or log out and log back into the Client Portal.

Good to know

• Any staff member can edit the firm's Client Portal Settings.