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Administration & Settings

How to Manage Portal Branding and Colors

How to update your portal branding and colors in FORWARD Direct.

When Should I Use This?


Use portal branding and color settings when you need to: 

  • Add or update your organization’s Large Logo, Small Logo, or Background Image

  • Adjust your portal color scheme (primary color, background, text, borders)

  • Verify that your branding looks correct on login, sign-up, and portal selection pages


Step-by-Step Instructions


1) Confirm you have the right access
  1. Open Portal Settings.

  2. Confirm you are a Portal Admin (Portal Admins manage portal details, Logos & Images, Branding, and other portal settings).


2) Upload or update your Logos and Background Image
  1. In Portal Settings, select Logo & Images

  2. Upload your Large Logo (used in the portal header). 

    • Recommended specs: 300 × 80 px

    • Accepted formats: JPG, PNG, SVG

    • Max size: 20MB

  3. Upload your Small Logo (used on sign up, login, and portal selection pages). 

    • Recommended specs: 80 × 80 px

    • Accepted formats: JPG, PNG, SVG

    • Max size: 20MB

  4. Upload your Background Image (used on login and portal selection pages). 

    • Recommended specs: 1920 × 1080 px

    • Accepted formats: JPG, JPEG, PNG

    • Max size: 20MB

    • Note: the visible area will be 60% of the left side.


3) Set your portal color scheme
  1. In Portal Settings, select Branding

  2. Use the dropdowns to select your portal colors: 

    • Primary: main actions and highlights

    • Primary Light: backgrounds and subtle highlights

    • Primary Dark: hover states and emphasis

    • Secondary Background: cards, sections, subtle UI elements

    • Background: default background for surfaces

    • Text: primary text color for content

    • Border: default border color for UI elements


4) Review your portal pages to confirm the look
  1. Go to the login, sign-up, and portal selection pages to preview your logos and background image. 

  2. If anything looks unclear or unbalanced, return to Logo & Images, adjust your files, and re-upload as needed.


Common Mistakes to Avoid


  • Uploading files that don’t match the supported formats or size limits (for example, over 20MB). 

  • Forgetting that the Background Image only shows the left 60% of the image area (important for layout and cropping). 

  • Skipping the preview step (always check login, sign-up, and portal selection pages after changes). 

  • Leaving required portal fields incomplete before saving (this can cause save errors).


Best Practices for FORWARD Direct Users


  • Make sure portal branding updates are completed by a Portal Admin, since Portal Admins manage portal details, Logos & Images, and Branding. 

  • After uploading images, always preview on login, sign-up, and portal selection pages and re-upload if needed for clarity and visual balance. 

  • Keep image files aligned to the recommended specs so they display cleanly in the header and login experience.


FAQ


Who can update portal branding and colors?

Portal branding settings are managed in Portal Settings, and Portal Admins are responsible for portal management (including Logos & Images and Branding). 


Where do my logos show up?

The Large Logo appears in the header. The Small Logo appears on the sign up, login, and portal selection pages. 


How do I preview my branding changes?

Go to the login, sign-up, and portal selection pages to preview your logo and background image, then adjust and re-upload if needed. 


Why does my background image look cropped?

The portal uses the background image on the login and portal selection pages, and the visible area is 60% of the left side


What colors can I configure in Branding?

You can select Primary, Primary Light, Primary Dark, Secondary Background, Background, Text, and Border colors from dropdowns in Branding.

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