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Your logo and colour appear on the client portal and on every email to clients. Go to Settings, then Branding.
Everyone in your firm can open Branding. Only admins can change it.
Shown in the client portal header and on emails to clients.
  • Select Upload to choose a file.
  • Use a PNG, JPEG, WebP or SVG image of 1 MB or less. Square works best.
  • Select Remove to take it off. Without a logo, clients see your firm’s first initial on your brand colour.

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Brand colour

One colour for buttons and highlights in the client portal and emails. Pick a suggested colour, use the colour picker, or type a hex value like #1F5A45.

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Portal address and email

These are read-only:
  • Portal address: where clients find their portal.
  • Email sender: emails to clients come from “Your Firm via Redbark”.

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Client emails

Send emails to clients is on by default. Turn it off to stop the update emails Advisor sends clients about new messages, checklists and items sent back. You can then send your own emails using webhooks. Invites and sign-in codes are still sent when this is off.

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Secured by Redbark

Show “Secured by Redbark” in the portal footer adds a small line under every page of the client portal. Turn it off to hide it.

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Save your changes

When you change something, Unsaved changes shows at the top. Select Save changes to apply them, or Cancel to undo.

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Preview

The Preview shows your Portal and the Invite email as clients see them. Select Preview portal to open the full portal with a sample client in a new tab. The full preview shows your saved branding. See Client portal.

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Firm name

Your firm name shows in the portal and in every email to clients. To change it, go to Settings, then Firm. Enter a Firm name of up to 80 characters and select Save changes. The Advisor address on that page is where your team signs in. It is set when the firm is made and doesn’t change.