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.

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 preset primary branding color.


Removing a Banner

To remove the banner, clear the text from the "Banner Announcement" field and save. The banner will disappear from all client portals immediately.

A Few Things to Know

  • The banner is account-wide — there's no way to target it to specific clients or projects
  • It applies to all active projects
  • The background color is set by your primary branding color in account settings

Want to learn more about global settings and customizations for client portals? Click here.

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