Learn how to customize 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:
- Select the cog wheel icon on the top-right corner to open Smokeball Settings.
- Select Client Portal from the left menu.
To access Client Portal Settings on the Smokeball Web App:
- Select the cog wheel icon on the bottom-left corner, then select Firm Settings.
- Select Client Portal from the left menu.
What can be customized?
You can currently customize the following in your Client Portal:
- Brand color
- Choose one color from the color picker that represents your firm's branding.
- Areas
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Header Underline: Adds an underline to the header to your selected brand color.
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Header Background: Change the color of the entire header to your selected brand color.
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Unread To-Dos: Customize the border color of “unread” to-dos to your selected brand color.
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- Header text color
- If your brand color 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 customizing. Select Reset if you wish to revert back to the default color 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.
Did You Know
Any staff member can edit the firm's Client Portal Settings.