Brand Control & Theming ensures every portal looks and feels like an extension of your organization--even when you tailor experiences for marquee clients.
Start global, refine local
Set global branding once, then override specific elements for high-touch accounts without breaking consistency.
Global Theme Settings
- Typography: Choose primary and secondary fonts, weight, and size scales.
- Color palettes: Configure brand, accent, and feedback colors (success, warning, error).
- Spacing & grids: Define consistent padding, gutters, and component alignment.
Co-Branding Controls
| Layer | What You Can Customize | Recommended Use |
|---|---|---|
| Workspace level | Logos, color accents, CTA styles | Apply to all clients in a segment or region |
| Portal level | Alternate logos, hero imagery, section backgrounds | Tailor to marquee or co-marketing engagements |
| Section level | Specific block styling, iconography, badges | Highlight unique initiatives or campaigns |
Guardrails & Governance
Protect core assets
Lock critical elements--such as legal copy or compliance footers--while allowing teams to adjust layout and messaging.
- Brand libraries store approved logos, icons, and imagery for easy reuse.
- Role-based permissions determine who can edit themes, override settings, or publish changes.
- Audit history tracks when styles were updated and by whom, making rollbacks simple.
Theming Workflow
Establish the Master Theme
Set typography, colors, and base spacing so all portals share a cohesive foundation.
Upload Brand Assets
Add high-resolution logos, favicons, and imagery to the centralized asset library.
Create Co-Branded Variants
Clone the master theme for strategic accounts and adjust accents or logos as needed.
Apply to Portals
Assign the appropriate theme when creating or editing a portal to enforce consistency.
Review & Approve Changes
Route theme updates through a lightweight approval process when brand guidelines require oversight.
Tips for Standout Experiences
- Use gradients or background patterns sparingly to draw attention to key phases or metrics.
- Introduce testimonial or quote blocks styled with the client's colors to reinforce partnership.
- Document naming conventions for themes so teams can easily identify the right variant.
Ready to enhance personalization further? Visit Dynamic Content Blocks to make portals feel alive for every client.