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Applicable Roles and Permissions

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

Customize Your Welcome Message

1. Click your profile on the global navigation bar.

2. Choose Settings in the pop-out menu.

3. Click Custom Branding.

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.

5. Input your custom message.

6. Click Save changes at the bottom of the screen.