Settings
Configure Client Portal branding
This guide explains how to configure Client Portal branding and how to check the result before you finish.
Reviewed by LocalCMO Editorial Team Last reviewed
Before you start
- You can open Settings.
- You know the agency account, member, brand, domain, client portal, or preference you want to change.
- You have access to the current setting, affected users, and required account or domain access.
Steps
Choose the right scope
Open Settings and select the agency account, member, brand, domain, client portal, or preference you want to change.
Check the current state
Review the current setting, affected users, and required account or domain access. Keep the current value or status visible before you make a change.
Configure Client Portal branding
Set the default logo, favicon, and primary color clients see in the white-label Client App.
Review before you finish
Preview customer-facing changes and check member access before you save.
Confirm the saved or submitted result
The setting is saved for the intended account and does not change unrelated clients or locations.
EXPECTED RESULT
What you should see when you finish
- The setting is saved for the intended account and does not change unrelated clients or locations.
- The page shows the client or location you intended to change or review.
- Any approval, publishing, or follow-up status is recorded separately from the draft.
If something does not look right
The option or data is missing
Check the selected scope, date range, account connection, and your permissions. Settings depend on account role, plan, connected services, domain control, and workspace permissions.
The result does not match the source
Return to Settings, confirm the source and checked date, then repeat the task with the same scope. Do not replace a missing value with zero or assume a submitted change is already live.
Configure Client Portal branding FAQ
What does “Configure Client Portal branding” help me do?
Set the default logo, favicon, and primary color clients see in the white-label Client App.
How do I know this task is complete?
The setting is saved for the intended account and does not change unrelated clients or locations.
What should I do if the option or data is missing?
Check the selected scope, account connection, date range, and permissions. Settings depend on account role, plan, connected services, domain control, and workspace permissions.