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Brand Your Client Portal

Configure your colors and brand logo on your client portal.

Andrew Flowers avatar
Written by Andrew Flowers
Updated over 3 months ago

The Branding panel inside the Stax.AI CX Client Portal lets you turn a generic workspace into a white‑labelled extension of your firm. Upload a logo, set brand colors, and fine‑tune styling so every sponsor login reinforces your identity and professionalism.

Key Benefits

  • White‑labelled experience – Clients see your brand, not ours.

  • Instant trust & professionalism – Consistent visuals reassure sponsors they’re in the right place.

  • Differentiation – Stand out from competitors with a portal that feels uniquely yours.

  • No‑code customization – Marketing teams can update visuals in seconds—no developers required.

  • Live preview – Validate changes before rolling them out to every sponsor.

  • Always on‑brand – Centralized controls ensure every module inherits the correct colors.

This help‑center article walks through the steps demonstrated in the video. Each numbered step is paired with an inline screenshot for quick visual reference.

1. Open your profile menu

In the portal header, click your avatar to open the profile menu.

2. Select “Branding”

From the dropdown, choose Branding to jump into customization.

3. View the Branding settings page

The settings page shows logo upload, color pickers, and style toggles side‑by‑side.

View the Branding settings page

4. Upload your firm’s logo

Drag‑and‑drop or browse to add your company logo. A transparent PNG looks best.

5. Set the primary brand color

Use the color picker or paste a hex code to define the main brand color that appears on buttons and headers.

6. Choose an accent color

Pick a complementary accent color for highlights, links, and progress bars.

7. Toggle rounded corners or other style options

Optionally enable rounded corners or other aesthetic tweaks to better match your brand’s design language.

8. Preview the branded portal

Use the built‑in preview window to see exactly how sponsors will experience the portal.

9. Save & publish your branding

Click Save. All sponsors now see the portal fully white‑labelled to your brand.

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