Go to the "Project Settings" menu - each different project has its own settings menu, where you can customize each portal to the specific organization that you’re working with.

The first tab is “Details” - Here is where you customize the name of the project, assign tags, choose the currency and language.

Next is “Branding” - customize the color scheme of your portal to better match the colors of your client’s brand. In the first section you can choose between light or dark mode and choose a main color, which will be reflected in various aspects of the portal such as the quick links and module titles on the portal (Docs, Action items, etc).

In the “Project Portal Dashboard Header” again you can choose between light and dark modes, specifically for our header, independently from the rest of the portal.

“Tint color” is the color overlaid on the background image.

You can customize the background image - either upload an image from your computer or choose an image from the Unsplash database. You can also change the opacity of the image.

Lastly, you can also pick a custom font type which will be reflected in the client portal interface, as well as in documents.

In the modules section, you can choose to turn on or off the different modules within the project, either for your team or your client. This depends on your preferences and what’s useful to your portal. You can customize the module icon and name.

Next we have Manage Access. In this section you can decide who can access this portal and what actions they can take. You can pick which members of your team and your client's team have access to this Project and what actions they can take on the Portal.

In Pinned Folders you can choose Folders from your Project to be pinned to the Portal Dashboard permanently. Useful to create Knowledge base-type sections, or to add docs that will be useful to all your clients.

The next section is Quick Links, which appear on the header section of the portal. Here you can add important links to the top section of your portal, so your client can access this information quickly. You can drag quick links around to rearrange them, edit them to change the link, the icon or the label, which will all reflect on the portal.

The next section is embedded apps. You can find out more about how embedded apps function in SuperOkay in this article.

Now we have Integrations, which allow you to integrate particular third party widgets to SuperOkay, mostly for external chatting systems.

Packaged Services allows you to add your recurrent services in a pre-made package that makes it easy to add it to all your projects and send it to all your clients.

The final section is Pages, which allows you to create web-like pages from the SuperOkay document builder which you can share on your Portal. This is useful to create website-like experiences for clients where you can share things like portfolios, services, etc.

Don't forget to click the Save Changes button every time you leave one of these sections. Now head back to your portal to see the changes you’ve made.

For more guides on how to use SuperOkay visit our YouTube Channel and join our Facebook Community.