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Branding Your CloudRadial Portal

Ricky Cecchini
  • Updated

Overview

The first thing your clients notice about the portal is whether it looks like yours. Branding is a short job — an afternoon at most, and much less if your logo files are already to hand — and it is worth doing before you invite anyone in.

This article is the order to do it in. Each step links to the article that covers it in full.

Everything below is under Partner > Settings > Account & Branding.

Step 1: Fill In Your Contact Details

Start on the Contact tab, not the Branding tab. These fields are not decoration — your mailing address, website URL and phone number are required, and they appear in the transactional emails the portal sends on your behalf. Filling them in later means your earliest emails go out incomplete.

Set your Partner Name, the Required Email Information (mailing address, city, state, postal code, country) and your Contact Information (website URL, phone number, support phone). Save.

Step 2: Set Your Theme

Move to the Branding tab. The Theme section is at the top.

New portals start on CloudRadial Fluent, which is the current theme and the one everything below assumes. If your Base Theme says anything else, see Moving from a Legacy Theme to CloudRadial Fluent before going further — the rest of this tab looks different on the older themes.

Two choices to make here:

  • Default Mode — whether the portal opens Light, Dark or System. System follows each user's own device setting, and is the usual choice.
  • Allow users to choose their own theme — whether individual users can override that from their profile. Selecting CloudRadial Fluent turns this on for you; clear it if you want everyone on one appearance.

Step 3: Set Your Brand Colors

Below the Theme section, the tab is grouped by the part of the portal each setting affects, with a Light Mode and a Dark Mode column in each group.

There are two colors:

  • Title Bar > Bar Color — the bar across the top of the portal
  • Buttons & Links > Primary Color — buttons, links and selected items

Each one is a live preview: click it to open the picker, and the tile repaints as you drag, showing your real title bar or a real button rather than a swatch.

Fill in the Light Mode column and leave Dark Mode alone to begin with. A blank field means "use the theme default," not black. Leave the dark Bar Color blank and your light bar color is used in dark mode exactly as you set it; leave the dark Primary Color blank and the portal brightens your light one so it stays readable. Come back and set dark values only if you do not like what you see.

The defaults, if you set nothing at all, are a CloudRadial navy bar (#22335a) and a blue primary (#0067b8 in light mode, #5c9fff in dark).

Full detail: Setting Themes for Branding in CloudRadial UCP.

Step 4: Upload Your Logos

Three uploads cover the portal itself:

  • Logo for Dark Backgrounds and Logo for Light Backgrounds, in the Title Bar group. Upload both. The portal shows whichever one reads against your bar color, and having both means it keeps working if you change that color later. These are scaled to fit 150 x 26.
  • Home Page > Logo, which appears at the top of the portal home page. This group has a Light Mode and a Dark Mode slot, because the home page background flips between near-white and near-black. If your logo is drawn in a single ink color, you need both.

Then the icons: the FavIcon fieldset further down takes five images (a 16x16 ICO plus 32, 144, 180 and 512 pixel PNGs) for the browser tab and installed portal icon.

Full detail: Logos and Images Across the Portal and Setting the Client Portal Favicons.

Step 5: Brand the Log In Screen and Emails

Two more sections on the same tab, both easy to forget because they are below the fold:

  • Emails > Email Logo — sits at the top of portal emails, on a white background. Recommended size is 240 wide by 50-90 tall.
  • Log In — the portal name, help text, logo and background wallpaper on the sign-in screen. This is the first thing a client sees, before they are signed in and before any theme applies, so treat the images here as light-background images.

Step 6: Look at It

Sign in as yourself and spend five minutes with the finished portal. Use the Appearance tab in your own profile to switch between Light and Dark, and check:

  • The home page in dark mode — this is where a single-ink logo disappears
  • The title bar in both modes — same color, same logo, readable in each
  • A button and a link — if your brand color looks muddy in dark mode, set an explicit dark Primary Color

Then move on to branding individual clients, if you want to: About Client-Level Branding.

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