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General Feature Information
Client Portal - Customizing Your Global Settings
Client Portal - Customizing Your Global Settings
Learn how to update the Client Portal for ALL contacts
Amanda Rae avatar
Written by Amanda Rae
Updated over a week ago

The 17hats Client Portal is a convenient way for your clients to access and complete all the 17hats type documents you've sent to them. It's a secure location where your customers can accept quotes, sign contracts, complete questionnaires, pay invoices and view event details. All without having to dig through emails to find the document they need. 

A portal is created for each contact that is added in the platform. All sent documents within active projects for that contact will be displayed. If you signed up for 17hats prior to 2018, you will need to enable Client Portal Access by turning the toggle on within each project page.

To customize your Client Portal for all contacts in your account, go to your Account Settings and click the Client Portal page:

You'll then be able to add a Cover Image, have your Logo appear, and create a Welcome Message on a "global" level for all contacts.

Cover Image: If uploaded, the cover image will be placed at the top of your client portal allowing you to add custom branding. For best results, we recommend using an image that has the dimensions of 1140x220px. 

Header Logo: You can use this toggle to display your uploaded logo in the client portal. The logo is pulled from your Brand Preferences page and can be changed there.

Default Welcome Message: Set a customized welcome message for all your clients to see when they access their client portal.

As you customize your Client Portal, you'll be able to preview the portal in real time to view exactly what your clients will see

* This feature may not be available on all plan types.


Other questions? Reach out to our Business Support Team via Live Chat or Email Monday through Friday 7am-4pm PST. 

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