Change a Client Portal's details and sections

On a portal's page, choose More, then Edit details…. Each change saves on its own:

• Name is shown at the top of every page clients see.
• Client sign-in turns signing in on or off. Turning it off signs every client out.
• Email clients sends each client who can sign in an email when you share something: what was shared, with a button that opens the portal. It is on for every portal until you turn it off.
• Welcome message is shown under the portal's name on the Overview.
• Accent colour tints the background of every page clients see: blue, teal, purple, orange, green, indigo, gold or pink.
• Choose logo picks a PNG, JPEG, GIF or WebP from Your images, or uploads one there first. The logo is shown above the portal's name, on its sign-in page too. Remove logo shows the name alone.

The portal's address is shown in the drawer, and at the top of the portal's page while client sign-in is on. It does not change.

Sections clients see

Choose More, then Sections clients see…, and turn each section on or off: Overview, Plans, Projects, Meetings, Proposals, Invoices, Signatures, Files and Activity. A section that is off is hidden from clients and cannot be opened by its address. Work shared in it stays shared, and shows again when the section is on. At least one section stays on; to close the portal to clients, turn off Client sign-in instead. With Overview off, the portal opens on the first section that is on.

Clients see a section's tab only when there is something in it, except Overview and Files, which they can upload to. Activity appears once something has happened. Sharing a proposal from Proposals turns on the Proposals section, and Invoices when it shares invoices too.

On the portal's page, the Plans and Files bands show while their sections are on. The Projects, Meetings, Invoices and Signature requests bands appear once something is shared in them. Until then, each of those kinds with something to share is a row of the Share with band, with its button, such as Share invoice.

For settings problems, Contact support.