4 articles
Set your brand colour
How the portals take your brand colour, why a palette can be refused, and what to do when yours is.
Point your domain at the client portal
The DNS records that put your client portal on your own domain, and the check that proves it resolved.
Invite your team, and the multi-factor rule
How accounts are created, why an active account must have multi-factor enrolled, and what a role actually controls.
The onboarding checklist, and why steps do not tick themselves
Five steps between signature and live, each one verified by a probe rather than by somebody saying it is done.