How do I customize the client and affiliate portal?

The client portal allows your clients to set their password, sign their client agreement, and complete their onboarding process. The affiliate portal allows your affiliates to send you referrals, see their referrals’ progress, and access tools they can use to generate leads. 

Table of contents:

• Prerequisites
• How do I customize the logo in the client and affiliate portal?
• How do I edit the theme color of the portal?
• Can I change the client portal’s language to Spanish?
• How do I enable the Spanish version of the client portal for a specific client?

To start, make sure you have the following:

• A Credit Repair Cloud account - Sign up for a free trial here!
  
  

• An image file to use as your logo (it must be a jpeg, jpg, png, or gif, no larger than 50 x 50px, and less than 2MB)

How do I customize the logo in the client and affiliate portal?

1. Log in to your Credit Repair Cloud account
   
   
2. Click on My Company
   
   
   
   
3. Click on Client/Affiliate Portal
   
   
   
   
4. Click on My Logo
   
   
   
   
5. Hover over the logo and click on Edit
   
   
   
   
6. Browse your device and select your logo
   
   

     Important Note

   Please note your logo must be a jpeg, jpg, png, or gif file, no larger than 50 x 50px, 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?

1. Log in to your Credit Repair Cloud account
   
   
2. Click on My Company
   
   
   
   
3. Click on Client/Affiliate Portal
   
   
   
   
4. Click on Portal Theme
   
   
   
   
5. Click on the colored square and select your preferred color or enter the hex color code
   
   
   
   
6. Press Enter

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. Our most recent launch allows your clients to navigate the onboarding process in their preferred language, ensuring a seamless experience.

There's no need to enable this feature as it is already available in your account. However, it is required to select Spanish as the preferred language for clients who want to communicate with you in Spanish throughout the credit repair process.

How do I enable the Spanish version of the client portal for a specific client?

When adding a new Spanish-speaking client, you can select their Portal’s Language.

Go to Step 7 in the following article for the step-by-step instructions: How do I turn on portal access?