Articles on: Portal & brand

Show different things to different clients

What a client sees in their client portal comes from four settings: the theme, the sidebar, the dashboard and the onboarding cards. Each of them can have a separate version for particular clients or client teams, and each is set up on its own. Themes are on Settings › Brand › Client themes; the other three are under Settings › Portal.


Give a client or a team their own version


  1. Open the list you need: Settings › Brand › Client themes, Settings › Portal › Sidebar content, Settings › Portal › Dashboards or Settings › Portal › Onboardings.
  2. For a sidebar or a dashboard, start by duplicating the default from the menu on its row, so you only have to change what is different. A theme can start empty, so you can skip this step for themes.
  3. In the new version, choose who gets it: Visible to on a sidebar or a dashboard, or Applies to on a theme.
  4. If the version is for a company, choose the client team rather than individual people, so that people added to the team later get it too. See Put clients into a team.
  5. Make your changes. Sidebars and client themes have a Live preview to check them in.
  6. Publish. A version that is still in Draft is not shown to anyone.
  7. Open the client's profile and select View as client to see the theme, sidebar, dashboard and onboarding cards that now apply to them. See View the portal as a client.


Duplicate in a sidebar's row menu (2). The Applies to column shows who gets each version.


The default version


Everybody gets the default unless you give them something else. For the look, the default is Settings › Brand › Appearance. For the sidebar and the dashboard, it is the one marked Default in the list.


The default sidebar and the default dashboard are always visible to everyone, and that cannot be changed. That is why a version for particular clients starts as a copy of the default, limited to those clients, rather than as an edit of the default itself.


A theme contains only the sections where you turn on Override. So a theme can, for example, change nothing but the accent colour and keep everything else from Appearance, including changes you make there later. See Create a client theme.


Showing cards and sidebar items after a purchase


An onboarding card can be limited in two ways, which work together: to the clients and teams you choose, and to clients who bought a particular service or submitted a particular request type. That is how a card can welcome a client after a purchase. See Create an onboarding card.


A sidebar, and a single item in it, can only be limited to particular clients and teams, not to a purchase. To limit one item, expand it and use Limit visibility of this item. See Change what is in the client sidebar.


Your team: own sidebars and dashboards, but no theme


Sidebars and dashboards created for Internal users work the same way, except that they are limited by role rather than by client. See Change your team's sidebar. The look is the exception: your team always sees Settings › Brand › Appearance, and there is no theme per role.



Updated on: 09/11/2026

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