In the Display section of the Client Portal Manager, you can configure your client portal’s look, including the name, logo, team information, and office locations.
Design Details
At the top of this page, you’ll see options for design, including color, name, and logo.
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.
Tip
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.
For the team member section, you can choose which team members to display by using their roles. Learn more about Teams.
Below is the client view of the added project ID, team, and business information.
Office Locations
Add the address, phone number, and website for your office. If you’re selected to display your business information, this information will appear on the home page of the Client Portal for your clients.
Firms with multiple office locations can configure distinct contact information for each office and control which office's details are displayed to clients. The portal automatically shows the correct office based on project-level data, so clients always see the phone number, address, and website for the office handling their case.
Add Your First/Default Office Location
To add the first office location, click + Add Location. Fill in the required fields for the office’s name, address, and contact information. For the first office location, the Default Location toggle is on by default. Click Save.
Note
Office locations save immediately when you click Save in the modal. The page-level Save button controls other display settings like the business information visibility toggle and header color.
The office appears as a card in the Office Locations area. The default office is listed first, followed by additional offices in alphabetical order.
Add Other Office Locations
When adding or editing a non-default office, a Configure When to Show this Location section appears below the contact detail fields. Here, you can define rules that determine when the client portal displays this office’s details, instead of the default.
Each rule maps to a custom dropdown field and one or more matching values. When a client views the portal, the system checks the project's data against those rules and displays the matching office.
To set up a rule:
- Select a Project Type from the dropdown.
- Select a Custom Field. Only dropdown list fields from the selected project type are available.
- Select one or more Matching Values. Selected values appear as removable chips.
- To add rules for additional project types, click + Add another.
Note
Values already mapped to another office for the same project type and custom field are automatically hidden from the dropdown to prevent conflicts.
Default Office and Fallback Behavior
One office is always designated as the default. Whenever the portal cannot match a project to the rules of a specific office, the default office location is displayed. The default office is used if:
- No configuration rule exists for the project's project type
- The project's custom field value is empty or does not match any configured value
- The project matches rules on multiple offices due to different custom fields being used for the same project type
Change the Default Office Location
To make a different office the default office location, click the Edit icon for that card, and then click the Default Location toggle at the top right of that office’s card.
The promoted office's configuration rules are removed, since the default office does not require rules. The previously default office is demoted and can now have rules added to it. There is always exactly one default office.
Delete an Office Location
Only non-default offices can be deleted. Click the delete (trash) icon on the office card and confirm the deletion. Projects that were mapped to the deleted office will fall back to the default.
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