Moxo offers a branding configurator to personalize your portal and make it uniquely yours. Tailoring your portal's branding enhances your user’s experience but also reinforces your organization's brand presence across all interactions.
Branding can be added or changed from the Admin portal. Only Administrators - internal users with special Admin permissions - can access the Admin portal. To access the Branding page inside the Admin portal:
- Click Branding inside the Client Portal tab.
- You will see three tabs - Dashboard, Login Page, and Flow Workspace - each offering a number of options to customize your portal branding.
When customizing, you can also preview a sample workspace on the right side, reflecting the branding choices you make. This provides a preview of your branding appearance without having to save the selections you make.
Branding Options
There are multiple branding options available to you to customize your portal.
Dashboard
Portal Name
Elevate your brand visibility with a customized portal name displayed on the top navigation bar across multiple pages of your portal. This ensures that both internal and client users are consistently viewing your brand.
Brand Color
This enables you to apply a custom brand color throughout your portal, ensuring that your portal is consistent with your brand identity. Your chosen brand color will be applied to buttons, input box outlines, and the hover effect in a few menus across your portal.
Logo
Your logo can be showcased in the top header bar across multiple pages of your portal, ensuring your brand is visible to both internal and client users. Add your logo in both Square and Rectangle formats.
For a color square logo, the requirements are:
- File Type: JPG or PNG
- Size: 80px or larger
For a color rectangle logo, the requirements are:
- File Type: JPG or PNG
- Size: 400px or larger
Desktop and Mobile Header Options
The Client Dashboard header is a critical area for branding, as it is prominently displayed to users.
This is only available to those who have purchased the Moxo Portal package or the add-on branding package.
Background Color
Customize the background color for both the desktop and mobile client dashboard header.
Foreground Color
Customize the text and icon colors for a cohesive look.
Header Image
Upload an image for your desktop client dashboard header. The image must be.
- File Type: JPG or PNG
- Size: 1920px or larger
Mobile Dashboard Header Logo
Upload a logo specifically for the mobile Client Dashboard header. The image must be:
- File Type: JPG or PNG
- Size: 687px or larger
You'll have the flexibility to customize the choose your client header with a color or image of your choice. You can also hide the header image filter and gradient if preferred.
Term Mapping
Select terms for your internal and external users to personalize the user experience, based on your organization and use case. This feature enables you to customize how users are referring to within your portal, enhancing clarity and consistency in communication.
- Internal users - For example, you may label an internal user as Staff, an Account Manager, a Partner, and so on.
- Client Users - For example, you may label an external user as a Client, a Customer, a Vendor, a Partner, and so on.
Login Page
The login page is often the first interaction users have with your portal. Customizing it with an image of your choice to reflect your brand helps set a professional and inviting tone from the beginning.
To customize your desktop login page, add an image that represents your brand. The specifications required for the login image are:
- File Type: JPG or PNG
- Size: 1920px or larger
Flow Workspace
In the Flow Workspace tab, use the following options to customize branding.
Default Workspace Icon Image
Upload a default icon image for your flow workspaces. This icon will be used in all new workspaces created in your portal. Workspace owners will always have the option to modify this cover image at the time of creation, or at a later stage.
Default Workspace Cover Image
Upload a default custom cover image, which will be applied by default to all new workspaces created in your portal. Workspace owners will always have the option to modify this cover image at the time of creation, or at a later stage.