---
title: Customize portal branding and the login experience
description: Tenant administrators can align a WoodsPortal implementation with their organization by configuring portal imagery, accessible labels, login-page copy, and
---

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- [Home](https://woodsportal.digitalwoods.io/)
- [Pricing](https://woodsportal.digitalwoods.io/pricing)
- [Knowledge Base](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup)
- [FAQ](https://woodsportal.digitalwoods.io/faq)
- [Contact](https://woodsportal.digitalwoods.io/contact)

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[Home](https://digitalwoods.io/) [Knowledge Base](https://digitalwoods.io/resources/tag/knowlege-base) [Portal Design & Navigation](https://digitalwoods.io/resources/tag/portal-design-navigation)

 Getting Started & Administration

- [Manage themes and integrations](https://digitalwoods.io/resources/knowledge-base/manage-themes-and-integrations)
- [Use guided help and manage administrator settings](https://digitalwoods.io/resources/knowledge-base/use-guided-help-and-manage-administrator-settings)
- [Track jobs, notifications, and product updates](https://digitalwoods.io/resources/knowledge-base/track-jobs-notifications-and-product-updates)
- [Create, select, synchronize, and open customer portals](https://digitalwoods.io/resources/knowledge-base/create-select-synchronize-and-open-customer-portals)
- [Install WoodsPortal and complete first-time setup](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup)

 Authentication & User Access

- [Configure AWS Cognito single sign-on](https://digitalwoods.io/resources/knowledge-base/configure-aws-cognito-single-sign-on)
- [Link newly created records to a portal user contact](https://digitalwoods.io/resources/knowledge-base/link-newly-created-records-to-a-portal-user-contact)
- [Switch between available hubs and portals](https://digitalwoods.io/resources/knowledge-base/switch-between-available-hubs-and-portals)
- [Invite portal users and manage portal access](https://digitalwoods.io/resources/knowledge-base/invite-portal-users-and-manage-portal-access)
- [Review and revoke active sessions](https://digitalwoods.io/resources/knowledge-base/review-and-revoke-active-sessions)
- [Set up an authenticator app, backup codes, or a passkey](https://digitalwoods.io/resources/knowledge-base/set-up-an-authenticator-app-backup-codes-or-a-passkey)
- [Configure multi-factor authentication for a portal](https://digitalwoods.io/resources/knowledge-base/configure-multi-factor-authentication-for-a-portal)
- [Verify your email and recover account access](https://digitalwoods.io/resources/knowledge-base/verify-your-email-and-recover-account-access)
- [Sign in to a WoodsPortal customer portal](https://digitalwoods.io/resources/knowledge-base/sign-in-to-a-woodsportal-customer-portal)
- [Sign in to WoodsPortal as an administrator](https://digitalwoods.io/resources/knowledge-base/sign-in-to-woodsportal-as-an-administrator)

 Portal Design & Navigation

- [Configure right-sidebar record cards](https://digitalwoods.io/resources/knowledge-base/configure-right-sidebar-record-cards)
- [Configure portal navigation and menu items](https://digitalwoods.io/resources/knowledge-base/configure-portal-navigation-and-menu-items)
- [Configure the portal dashboard and dashboard cards](https://digitalwoods.io/resources/knowledge-base/configure-the-portal-dashboard-and-dashboard-cards)
- [Customize portal branding and the login experience](https://digitalwoods.io/resources/knowledge-base/customize-portal-branding-and-the-login-experience)
- [Configure a WoodsPortal Open Access CRM page](https://digitalwoods.io/resources/knowledge-base/configure-a-woodsportal-open-access-crm-page)

 CRM Records & Associations

- [Manage record associations and association cards](https://digitalwoods.io/resources/knowledge-base/manage-record-associations-and-association-cards)
- [Navigate nested related records in a portal](https://digitalwoods.io/resources/knowledge-base/navigate-nested-related-records-in-a-portal)
- [Configure associations and association labels](https://digitalwoods.io/resources/knowledge-base/configure-associations-and-association-labels)
- [Build portal record forms with conditional associations](https://digitalwoods.io/resources/build-portal-record-forms-with-conditional-associations)
- [Configure record search, filters, pipelines, and stages](https://digitalwoods.io/resources/knowledge-base/configure-record-search-filters-pipelines-and-stages)
- [Create and edit CRM records from a portal](https://digitalwoods.io/resources/knowledge-base/create-and-edit-crm-records-from-a-portal)
- [Configure table, board, detail, and preview experiences](https://digitalwoods.io/resources/knowledge-base/configure-table-board-detail-and-preview-experiences)
- [Control property visibility and editability](https://digitalwoods.io/resources/knowledge-base/control-property-visibility-and-editability)
- [Choose and resynchronize HubSpot objects](https://digitalwoods.io/resources/knowledge-base/choose-and-resynchronize-hubspot-objects)

 Files & Collaboration

- [Work with record email and activity history](https://digitalwoods.io/resources/knowledge-base/work-with-record-email-and-activity-history)
- [Add record notes, images, and attachments](https://digitalwoods.io/resources/knowledge-base/add-record-notes-images-and-attachments)
- [Understand WoodsPortal file storage and download limits](https://digitalwoods.io/resources/knowledge-base/understand-woodsportal-file-storage-and-download-limits)
- [Upload files and create folders](https://digitalwoods.io/resources/knowledge-base/upload-files-and-create-folders)
- [Preview, download, and copy links to files](https://digitalwoods.io/resources/knowledge-base/preview-download-and-copy-links-to-files)
- [Use My Drive and Shared Drive](https://digitalwoods.io/resources/knowledge-base/use-my-drive-and-shared-drive)

 Permissions

- [Configure object and resource permissions](https://digitalwoods.io/resources/knowledge-base/configure-object-and-resource-permissions)
- [Create custom portal roles](https://digitalwoods.io/resources/knowledge-base/create-custom-portal-roles)

 Automation & Integrations

- [Copy files and folders with CopyResource](https://digitalwoods.io/resources/knowledge-base/copy-files-and-folders-with-copyresource)
- [Automate folder creation with CreateFolder](https://digitalwoods.io/resources/knowledge-base/automate-folder-creation-with-createfolder)
- [Add the WoodsPortal client module to HubSpot CMS](https://digitalwoods.io/resources/knowledge-base/add-the-woodsportal-client-module-to-hubspot-cms)
- [Understand contact access webhooks](https://digitalwoods.io/resources/knowledge-base/understand-contact-access-webhooks)
- [Use WoodsPortal timeline events and workflow actions](https://digitalwoods.io/resources/knowledge-base/use-woodsportal-timeline-events-and-workflow-actions)
- [Install the WoodsPortal HubSpot app and use CRM cards](https://digitalwoods.io/resources/knowledge-base/install-the-woodsportal-hubspot-app-and-use-crm-cards)

 Developer Resources

- [Choose a WoodsPortal SDK adapter](https://digitalwoods.io/resources/knowledge-base/choose-a-woodsportal-sdk-adapter)
- [Use the WoodsPortal JavaScript SDK and WoodsCLI](https://digitalwoods.io/resources/knowledge-base/use-the-woodsportal-javascript-sdk-and-woodscli)

 Content Index

Tenant administrators can align a WoodsPortal implementation with their organization by configuring portal imagery, accessible labels, login-page copy, and an optional sidebar call to action.

## Before you begin

- Open the intended HubSpot CMS page and select the WoodsPortal module in the page editor.
- Prepare a square portal icon and separate logo assets for light and dark backgrounds.
- Prepare concise alternative text that identifies the organization or portal without repeating decorative wording.
- Use a safe test portal or a controlled rollout window for visible brand changes.

## Configure portal imagery

- In the module editor, expand Branding.
- Upload or replace the portal icon.
- Add the logo intended for light backgrounds and the logo intended for dark backgrounds.
- Enter meaningful alternative text for each informative logo.
- Use automatic sizing unless your brand assets require custom dimensions. If you use custom sizing, test desktop and narrow-screen layouts.
- Select Apply changes, then refresh the customer portal before evaluating the result.

## Customize the login welcome message

- In the Branding section, configure Welcome Message for the signed-out portal experience.
- Add a short welcome message that tells users which customer, partner, dealer, or vendor portal they are entering.
- Avoid internal implementation language and instructions that only administrators understand.
- Select Apply changes, then review the signed-out login experience.

## Configure the sidebar call to action

- Enable the sidebar call to action when portal users need a consistent next step.
- Enter a short title, button label, and destination URL.
- Use a destination that the intended portal audience is allowed to open.
- Test the button from the customer portal and confirm whether it opens in the expected browser context.

## Quality checks

- Confirm that logos remain legible on light and dark backgrounds.
- Confirm that alternative text is useful to screen-reader users.
- Review the login page and sidebar on desktop and mobile-width screens.
- Check that the welcome message and call to action use customer-facing language.
- If an older image remains visible, refresh the page and check that the change was saved to the intended portal.

![KB-DES-01 branding-controls](https://digitalwoods.io/hubfs/WoodsPortal%20Screenshots/KB-DES-01_branding-controls.png)

Figure: Configure the icon, light and dark logos, accessible labels, welcome message, and sidebar options in the HubSpot CMS module editor.

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 Knowledge Base

## More from Knowledge Base

[View All Articles](https://digitalwoods.io/resources/tag/knowlege-base)

### [Automation & Integrations Copy files and folders with CopyResource HubSpot administrators can use the WoodsPortal CopyResource workflow action to copy a file or folder to another File Manager location and associate the copied ... Read resource →](https://digitalwoods.io/resources/knowledge-base/copy-files-and-folders-with-copyresource)

### [Automation & Integrations Automate folder creation with CreateFolder HubSpot administrators can use the WoodsPortal CreateFolder workflow action to create a folder in HubSpot File Manager and associate that folder with the ... Read resource →](https://digitalwoods.io/resources/knowledge-base/automate-folder-creation-with-createfolder)

### [Authentication & User Access Configure AWS Cognito single sign-on Tenant administrators can connect an Amazon Cognito user pool to a WoodsPortal implementation so eligible portal users can sign in through the organization's ... Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-aws-cognito-single-sign-on)

### [Portal Design & Navigation Configure right-sidebar record cards Right-sidebar cards can give portal users quick access to related records or contextual destinations while they work with a primary record. Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-right-sidebar-record-cards)

### [Portal Design & Navigation Configure portal navigation and menu items Administrators can organize portal navigation around the records, resources, and external destinations that customers need, using clear customer-facing labels ... Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-portal-navigation-and-menu-items)

### [Portal Design & Navigation Configure the portal dashboard and dashboard cards Administrators can build a useful landing experience by enabling dashboard cards, choosing their layout, and presenting customer-relevant text, CRM values, ... Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-the-portal-dashboard-and-dashboard-cards)

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