Global Settings and Customizations for Client Portals
This article covers the global settings and customizations you can configure from the Portals tab in your LaunchBay account settings, including your portal header image, banner announcements, and password requirements. These settings apply to all client portals in your account.
đź‘‹ Note: The pages clients see inside each project (like Overview, Tasks, Files, Meetings, and Messages) aren't set account-wide. They're configured per project or per template. To learn how to rename, reorder, hide, or add project pages, see Creating Portal Pages.
What Every Portal Includes
Every client portal includes three standard pages in the sidebar:
- Home: Clients land here when they open their portal. A welcome message at the top shows what's waiting on them, with a button to start their first task and quick links to the rest of the portal. Below that are their active projects, each showing how many tasks are waiting on them. Once a client dismisses the welcome message, it stays hidden for good.
- Activity: A dedicated page to view activity history and unread project notifications.
- All Tasks: Clients can view and complete all tasks your team has assigned them across all projects. The sidebar shows how many open tasks they have.
If a client has active invoices, an Invoices page also appears in their sidebar. It's hidden automatically when there are none.
These pages are the same in every portal and can't be renamed or hidden.
Renaming Portal Pages
To maintain consistency and usability, the 4 default portal pages cannot be renamed or disabled.
However, you can rename the project pages to better reflect your brand or client workflow. To rename one of these pages, go to your template or project Portal settings, select the page you wish to edit, enter your desired title, and save your changes.
Removing Portal Pages
If you would like to hide the Files, Meetings, or Messages pages from the client portals, you can do so by going to Settings in the project or template and clicking the Portals tab at the top. From there, you will be able to toggle the page visibility on-and-off.
Adding a Custom Header Image to Portals
From the “Portals” tab in your account Settings, you can upload a custom header image to better reflect your brand and create a more professional client experience. Once uploaded, the image will automatically appear across all portals.
To add a custom header image go to Settings → Portals, then click Change Header Image to upload your file.
Want to display a notice across all client portals at once? You can set an account-wide banner announcement for things like holiday hours, planned maintenance, or service updates. Learn how to set up a portal banner.
Customizing Your Portal’s Font and Colors
From the Portals tab in your account Settings, Portal Appearance lets you match your portal to your brand beyond your logo and primary color. Each setting has a default that matches how portals look today, so nothing changes until you change it.
| Setting | What it changes | Default |
|---|---|---|
| Font | Every heading, menu item, and line of text in the portal | Inter |
| Font color | Headings and main text | Near-black |
| Page background | The area behind your projects, tasks, and files | Light gray |
| Sidebar & top bar | The navigation menu and the breadcrumb bar (the top bar on mobile) | White |
| Sidebar font color | Menu text and icons in the sidebar and top bar | Your font color |
| Selected menu item | The highlight behind the page your client is on | Your primary color |
You can choose from 13 fonts. Sans-serif options are Inter, Roboto, Open Sans, Lato, Source Sans 3, IBM Plex Sans, DM Sans, Plus Jakarta Sans, and Figtree. Serif options are Lora, Source Serif 4, PT Serif, and Noto Serif.
LaunchBay checks every color combination before you save it. Your font color has to stand out against white cards, your page background, and your sidebar, using the WCAG AA standard (a 4.5:1 contrast ratio). If a combination falls short, a warning names the color to change, and the setting won’t save until it’s readable.
To set it up:
- Go to Settings and open the Portals tab.
- Scroll to Portal Appearance.
- Choose a font, then set your font color, page background, and sidebar and top bar colors. Click Reset next to any color to return to the default.
- Check the live preview beside the settings. If you see a contrast warning, adjust the color it names.
- Click Save Changes.
Your changes appear in every client portal right away, on desktop and mobile, and carry through to the portal login page. To change your primary color or logo, use the Branding tab.
Requiring Passwords for Portals
From the Portals tab in your account Settings, you can also choose to disable magic links and require clients to enter a password to access their portals and any projects they’ve been invited to. This is a global setting that applies to all client portals.
Click here to learn more about password-protected portals.