workflow · Memberships

Configure client portal

White-label portal.

6 min to completeportalUpdated 2026-05-26 · v2
Launch this workflow
Opens /portal-settings in your workspace

Why use this

You configure a white-label client portal so customers see your brand, not ours.

Benefits:

  • Brand the portal with your colors and logo
  • Pick which sections show
  • Hosted at /portal/[tenantSlug]

Who this is for: Owner, Member. Time to complete: ~6 minutes.

Outcome

A white-label portal at /portal/[tenantSlug].

Steps

  1. Open /portal-settings.
  2. Apply brand.
  3. Pick sections.
  4. Save.

Related

  • help-portal-settings.