Customize your Welcome Message
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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.