Questions/Client Portal
White Labeling
6 min
set up custom domain the client portal is hosted on https //portal xenett com/ by default however, if you want to change the domain/url, you can do the below configuration once you set up the custom domain (say portal yourdomain com), it will generate cname entries that need to be added to the dns records of your domain server different domain hosting providers may have a different path to show dns records here are some specific instructions for some common server hosts https //support google com/domains/answer/3290350?hl=en#zippy=%2cadd a resource record https //www godaddy com/help/add a cname record 19236 https //www bluehost com/help/article/dns management add edit or delete dns entries https //help dreamhost com/hc/en us/articles/360035516812 adding custom dns records https //support wix com/en/article/adding dns records in your wix account https //support squarespace com/hc/en us/articles/360002101888 adding custom dns records to your squarespace domain https //www namecheap com/support/knowledgebase/article aspx/9646/2237/how to create a cname record for your domain/ https //www siteground com/kb/manage dns records/ https //wordpress com/support/domains/connect subdomain/ explainer video set up a custom 'from' email address all emails your clients get from xenett come from mailto\ notifications\@xenett com but, you can use your own email address instead this custom email address once set, will become active only after you've added the cname entries to your hosting server, as mentioned above set up login page image you can personalize the client portal page by adding an image of your choice this image will be displayed when your clients log in to the client portal, giving them a familiar touch with your logo or preferred image on their login page set up cover page (inside client portal) customize your client's login experience by uploading an image representing your firm when they log in, they'll see your firm's image, making it feel more personal set up firm logo you can set your firm logo from the settings > firm info
