Portal Settings

Branding, access controls, URL configuration, and registration management.

Portal settings control the branding, access, and URL configuration of the ConcordLink customer-facing portal. Most settings are editable by administrators directly in portal settings. Other branding changes are configured at the client level by a Concord administrator.

Portal settings
FigurePortal settings.

Changing brand colors or theme

  1. Navigate to Portal Settings and scroll to the Theme section.
  2. Select Edit.
  3. Go to the primary color box in the table, select a new color, and save.

Updating the company logo

  1. Navigate to Portal Settings and scroll to the Logo section.
  2. Select Edit, upload the new logo image file, and save.

Logo files must be PNG or JPG format and under 5 MB.

Changing the portal URL

  1. Navigate to Portal Settings and scroll to the Customer Portal URL field.
  2. Select the edit icon, enter the new URL, and save.
  3. Test the new URL to confirm it is publicly accessible.

Disabling portal access

  1. Navigate to Portal Settings and scroll to the Enable Login toggle.
  2. Select Edit, set the toggle to False, and save.
  3. Verify the customer can no longer access the portal.

Disabling customer self-registration

  1. Navigate to Portal Settings and scroll to the Enable Registration section.
  2. Select Edit, set the toggle to False, and save.
  3. Verify new customers can no longer self-register.