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This guide explains how to customize the appearance of your customer portal to match your company’s visual identity.
This feature requires administrator or workspace owner permissions. Changes made here affect all users in your workspace.
Who should read this: Workspace administrators who want to customize the portal’s look and feel for their clients.Prerequisites: Admin or Account Owner role. The customer portal must be enabled (see Set Up the Customer Portal).
  1. In the sidebar, click Settings.
  2. Select Portal from the settings menu.
  3. Scroll to the Branding section.
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Your logo should be:
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  • Format: PNG or SVG
  • Recommended size: 200x60 pixels (landscape orientation)
  • Background: Transparent background works best against both light and dark themes
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    Click the Upload Logo area and select your logo file. A preview shows how it will appear in the portal header.
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    Verify placement
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    The logo appears in two locations:
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  • Portal login page — centered above the email input field
  • Portal header — top-left corner of every authenticated page

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    Set your brand color

    The primary brand color is applied to interactive elements throughout the portal:
    • Buttons and call-to-action elements
    • Links and navigation highlights
    • Status indicators and accent bars
    Enter your brand color as a hex value (e.g., #1D4ED8) or use the color picker. The portal automatically generates complementary shades for hover states and secondary elements.
    Choose a color with sufficient contrast against white backgrounds. Dark blues, greens, and deep reds work well. Avoid light yellows or pastels that may reduce readability.

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    Customize the welcome message

    The welcome message appears on the portal login page, below your logo and above the email input field. Use it to:
    • Greet clients by company name (“Welcome to Skyline Aviation’s Client Portal”)
    • Set expectations (“Request trips, manage passengers, and view invoices”)
    • Provide contact information for clients who need help signing in
    The message supports plain text only (no HTML or Markdown).

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    Preview changes

    After making changes, click Save. Use the portal URL to verify your branding: 
    https://app.planeconnection.com/{your-workspace}/portal
    Open this URL in an incognito window to see exactly what your clients see before they sign in.

    Set Up the Customer Portal

    Enable and configure the portal for your workspace.

    Send a Portal Invite

    Invite clients to use the branded portal.
    Last modified on April 11, 2026