Audience: Credit Repair Cloud users looking to customize their Secure Client Access portal.
Secure Client Access (also known as client portal/affiliate portal) is where your clients set their password, sign their client agreement, and complete onboarding — and where your affiliates send referrals, track referral progress, and grab tools to generate leads. Making the portal look like your business builds trust from the very first login, and this article walks you through every way you can customize it.
New: The Secure Client Access Mobile App just went live! Your clients can now onboard, track their credit journey, and message you directly — all from their phone. See What's New: The Secure Client Access Mobile App below.
Table of contents:
To start, make sure you have the following:
An image file to use as your logo (it must be a JPEG, JPG, or PNG, no larger than 400 x 400px, and less than 2MB)
How do I customize the logo in the Secure Client Access portal?
Click on Settings in the Side Navigation Menu
Click on SecureClientAccess Settings
Click on Company Logo
Click on Upload New
Browse your device and select your logo
(Yellow note) Important note: Please note that your logo must be a JPEG, JPG, or PNG file, no larger than 400 x 400px, and less than 2MB. The logo’s background should be transparent or match the header color in your portal. To edit or resize your logo, you would use an app like Adobe Photoshop or similar.
How do I edit the theme color of the portal?
Click on Settings in the Side Navigation Menu
Click on SecureClientAccess Settings
Click on Portal Theme
Click on the colored square and select your preferred color
Click on Update
Can I change the client portal’s language to Spanish?
Now you can provide your Spanish-speaking clients with a Spanish version of your Secure Client Portal. You don't need to enable this feature, as it is already available when adding a new client profile.
How do I edit the language of the portal for a specific client?
Locate the client and open their profile
Click on View/Edit Profile
Select Spanish under Portal Language
Click on Save