# Customization Options

## What it does

These controls change what **your clients see** after they sign in to **your** portal. Strong branding, helpful sidebar shortcuts, and clear footer messaging reinforce trust while they manage **reviews**, **ratings**, **feedback**, and everyday **reputation** work.

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## How to use it

1. Click **Agency** in the header so every menu below belongs to your white-label shell.
2. Visit **Appearance** when you want visuals or social previews to carry your brand.
   * **Branding** guides you through light and dark **Logo** uploads, matching **Icon** uploads for compact spots, **Logo Height**, and **Primary Color**. Follow the on-screen size reminders so uploads succeed on the first try.
   * **Meta** holds **Title**, **Description**, and the wide **Image** people see when a portal link is shared in chat or social feeds. Save each block with **Save** before leaving.
3. Open **Settings** for wording that repeats on every screen or subtle trust badges.
   * Update **Agency Name** when your legal or marketing name changes. Clients notice it in emails and headings.
   * **Page Footer** accepts rich text for disclaimers, address lines, or policies that should appear under client workspaces.
   * **Powered by** lets you show a short credit with **Label** text and an optional **Link** if partners require attribution.
   * **Search Engines** switches between **Visible to Search Engines** and **Hidden from Search Engines** when you need the portal indexed or kept private.
4. Use **External Links** to stack helpful shortcuts beneath the built-in sidebar. Click **Add an External Link** or **Add**, fill **Label** and **Link**, press **Save**, and drag rows by **Move** until the order feels right. Remove mistakes with **Delete** after confirming the prompt.
5. Advanced teams open **Code Editor** for two stacked panels. The **CSS** area adjusts styling rules; the **JavaScript** area hosts snippets such as chat widgets or analytics helpers. Click **Save** on each panel independently after edits.
6. Toggle **Show cookie consent banner** while you manage the live client-portal hostname inside **Agency**, **Domain**. Uncheck it when you embed your own consent tooling through **JavaScript** instead.

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## What to expect

* Successful saves flash the standard success alert so you know each section persisted before you jump elsewhere.
* Branding uploads refresh immediately when possible so previews align with what clients receive on next login.
* External link ordering sticks soon after you drag entries because the platform resorts silently when you release the **Move** handle.
* **Verify** on **Domain** remains separate from cosmetic tweaks, yet cookie-banner preferences stay tied to that hostname panel once DNS turns active.

{% hint style="warning" %}
Bad snippets inside **JavaScript** can blank navigation or sign-in screens for everyone. Keep a staging mindset, paste trusted vendors only, and roll back quickly if layouts suddenly misalign.
{% endhint %}

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## Tips & common questions

{% hint style="success" %}
Need notification wording instead of layout tweaks? Visit **Agency**, **Email** for template copy that rides along with review alerts and imports while keeping this page focused on visual polish.
{% endhint %}

{% hint style="info" %}
Pair a polished **Meta** image with an accurate **Description** so prospects understand your agency delivers ongoing **review** and **reputation** service before they ever click through.
{% endhint %}

{% hint style="danger" %}
Deleting an external link removes it for **every** logged-in client immediately. Export anything you might reuse elsewhere before you confirm **Delete**.
{% endhint %}


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```

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.