Before you start
- You have admin permissions
- You have your company logo and brand colors ready
1
Step 1 of 5
Access portal settings
- 1Navigate to Settings > Contractor Portal
- 2Click on 'Branding' or 'Customization' tab
- 3You'll see options for logo, colors, and portal messaging
2
Step 2 of 5
Upload your company logo
- 1Click 'Upload Logo' and select your company logo file
- 2Recommended size: 200x50 pixels, PNG or SVG format with transparent background
- 3Preview how the logo appears in the contractor portal
- 4Adjust logo size if needed
3
Step 3 of 5
Customize brand colors
- 1Set your primary brand color (used for buttons, links, and highlights)
- 2Set your secondary color (used for accents and hover states)
- 3Preview the color scheme in real-time
- 4Ensure sufficient contrast for accessibility compliance
4
Step 4 of 5
Configure portal messaging
- 1Customize the welcome message contractors see when they log in
- 2Add custom instructions or company-specific guidance
- 3Set up branded email templates for invitations and notifications
- 4Configure help text and tooltips specific to your workflows
5
Step 5 of 5
Preview and publish
- 1Use the 'Preview Portal' feature to see exactly what contractors will see
- 2Test the portal appearance on different devices and browsers
- 3Once satisfied, click 'Save Changes' to publish your branding
- 4Changes take effect immediately for all contractors