Client Portal Configuration Process

Step 1: Access the Domain Setup in the Client Portal 

Begin by navigating through the left-hand sidebar to the "Sites" tab, then select "Client Portal" and proceed to the "Domain Setup" section.

Step 2: Set Your Custom Domain 

Select the option to configure a custom domain and enter the domain name you want.

Important Reminder: Before proceeding with A or CNAME record setup, ensure your domain registrar is pointing to the correct IP or server address. This step is critical for ensuring your domain connects properly.

An A Record ties your domain to a specific server IP, while a CNAME Record directs your domain to another domain name.

Adding DNS Records for Domain Configuration

1. Log in to your domain registrar and open the DNS settings.

2. Add a new record based on your requirement:

• For an A Record, use the IP: 162.159.140.166.

• For a CNAME Record, use clientportal.ludicrous.cloud as the target.

3. Save your settings.

Procedures might differ slightly across registrars such as GoDaddy, NameCheap, Bluehost, HostGator, etc.

Tip: Be sure to replace placeholders like "designated IP address" with your actual IP or server information.

After configuring DNS records, allow up to 24-48 hours for full DNS propagation, depending on your ISP and TTL settings.

Personalizing Your Client Portal Branding

Once the domain setup is finalized, you can move on to customizing your Client Portal's branding. This will allow users to access your portal through a personalized URL.

If you opt out of a custom domain, a default URL with your location ID as a prefix will be generated by clicking "Setup Domain."

Customizing Portal Branding Options

Step 1: Access the Branding Section 

To start customizing, go to the "Client Portal" settings and click on "Branding."

Step 2: Personalize the Portal's Visuals

• Portal Title: Enter the name you want to display on your portal.

• Portal Description: Write a brief description of your portal’s purpose that will be visible to clients.

• Select Brand Colors: Choose your primary and secondary colors for branding:

• Primary Color: This will apply to key elements like buttons and headers.

• Secondary Color: This color will complement your primary choice for a cohesive design.

• Add a Favicon: Upload a small icon for the browser tab, preferably 16x16 pixels in SVG, PNG, or JPG format.

• Portal Image: Upload a square image (up to 720x720 pixels) to represent your brand.

• Upload Your Logo: Add your logo (up to 200x200 pixels) to be displayed prominently on the portal.

• Support Email: Provide an email address for users to contact for assistance.

• Copyright Notice: Add a copyright statement such as "© 2023 Your Company Name" to protect your portal’s content.

Step 3: Save Your Customizations 

Once you’ve completed your changes, click "Save Settings" to apply them. If needed, use "Cancel" to discard any changes.

Managing Application Permissions in the Client Portal

You can control which apps are available in your portal by configuring permissions. To do this, head to "App Permissions" in the settings.

Enable or Disable Applications:
Check or uncheck the boxes next to each app to control visibility for users.

Set the Default Landing Page:
Select a default page from the dropdown menu that users will see first when they log in.