Display in the CPM

In the Display section of the Client Portal Manager, you can configure your client portal’s look, including the name, logo, colors, address, and team information. 

Preview

As you make changes to your display, they appear in the preview on the right side of the section. The business name or display logo and your chosen header color appear in the header bar on all pages of the client portal. The project name appears above the timeline and, if the client has multiple projects, in the My Projects list. 

Logo

If you upload a display logo here, your logo will also appear on the Client Portal’s login pages:

• It appears on the login page if the user accesses the page through a notification or invite.
• It appears on the MFA page if the user accesses it through a notification or invite, or if the user is only invited to the Client Portal for projects in a single Org. The generic Client Portal logo will show if the user is associated with multiple organizations and goes directly to the portal rather than through a notification.

If a logo is uploaded here, it will also be available to add on Forms.

Display Options

If you choose to display your project ID, business information, or team members, this information appears in the Home section for the client to see.

Below is the client view of the added project ID, team, and business information.

For the team member section, you can choose which team members to display by using their roles. Learn more about Teams.

Once you’ve made the changes you would like, make sure to click Save. The changes update in the portal immediately for clients to see.