Customize your Welcome Message
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Table of Contents1. 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. 5. Input your custom message.6. Click Save changes at the bottom of the screen.
You can customize the welcome message that displays when your clients access the Client Portal.
- Roles: Admin
- Permissions: Custom Branding
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.