Display a Banner Announcement Across All Client Portals

The portal banner lets you display an announcement at the top of every active client portal in your account. Use it to share important updates with all clients at once — things like holiday hours, planned maintenance, or service updates.

📢 Note: This article covers the text announcement at the top of your portals. To change the image across the top of the portal home page, see Adding Your Branding.

Setting Up a Banner

To add a banner announcement, go to Settings → Portals and enter your message in the "Banner Announcement" field. Once saved, the banner will appear at the top of all active client portals automatically.

The banner background color pulls from your primary color, which you set in the Branding section of the Portals tab.


Removing a Banner

To remove the banner, clear the text from the Announcement Banner field and save.

A Few Things to Know

  • The banner is account-wide — there's no way to target it to specific clients or projects and it applies to all active projects.
  • The background color is set by your primary color in the Branding section of the Portals tab
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