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Customize Your Welcome Message

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You can customize the welcome message that displays when your clients access the Client Portal.

Applicable Roles and Permissions

Roles/permissions:
    • Roles: Admin 
    • Permissions: Custom Branding

 

1. Click your profile on the global navigation bar.

2. Choose Settings in the pop-out menu.
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3. Click Custom Branding.
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4. Click the Welcome Message toggle to turn the welcome message on. 

  • A green toggle means the welcome message is set to on.
  • A grey toggle means the welcome message is set to off.

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5. Input your custom message.
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6. Click Save changes at the bottom of the screen.