Change your portal's look and login page

You can change how your customer portal looks so it matches your business: its colors, font, navigation, welcome message and login page. You do this by describing the changes to the assistant while you look at a live preview. Portal branding needs the Starter plan or above.

Open the portal editor

Open Tools in the sidebar and choose Portal.
Click the gear icon in the header to open Portal settings.
Click Edit Portal.

The portal opens inside the AI builder with a live preview. Use the page menu in the header to switch between your portal pages and the Login page. On the Free plan, Edit Portal shows the upgrade options instead.

What you can change

Describe what you want and the assistant applies it. You can change:

Colors: the portal's primary and secondary colors.
Font.
Layout width: default, wide or full width.
Navigation: with or without a sidebar.
Welcome message: the greeting customers see when they sign in.
Billing and account sections: show or hide them.
The login page: its heading, the line under the heading, the background color, and whether your logo is shown.
Your logo.

For example:

"Use our navy and gold brand colors in the portal."
"Put the navigation in a sidebar and add a welcome message that says 'Welcome back'."
"On the login page, change the heading to 'Client login' and show our logo."

Go further

The assistant can also rebuild the portal's frame (the header, sidebar, footer and navigation) and the login page from scratch if the standard options are not enough. Describe the design you want. If you do not like the result, ask the assistant to reset the portal layout or the login page to the default.

Brand settings

The Brand & Design button in the builder header opens your app's brand settings. Set your logo and brand colors there once and ask the assistant to use them in the portal.

Preview before you share

Everything you change shows in the preview first. Check both the Login page and at least one portal page. To see a page with a real customer's data, use Preview record in the page menu.

Then open your portal address in a private browser window to see it exactly as a customer would.

Use your own domain

By default, the portal lives at your Unstack address followed by /portal. You can serve it at portal.yourdomain.com instead.

Open Tools and choose Domains.
Add your domain and keep Client portal switched on.

See Use your own domain.

White-label portals

A standalone client portal on your own domain with no Unstack branding at all is part of the Agency and Enterprise plans.