Questions/Client Portal

White Labeling

6min
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 google domains godaddy bluehost dreamhost wix squarespace namecheap siteground wordpress explainer video set up a custom 'from' email address all emails your clients get from xenett come from notifications\@xenett com 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