Branding
Set the portal identity, login page, onboarding text, footer, and branded email for your clients.
Portal identity is spread across four sections of Settings → White-Label: Branding, Onboarding, Footer, and Email. Together they decide what a client sees before they sign in, inside the portal, and in the messages Trakkr sends on your behalf.
Everything here saves as you type. The header shows a Saving indicator while a change is in flight, and a live preview sits under the Branding form.
Portal identity
The Branding section has six controls.
| Control | Where it shows |
|---|---|
| Portal name | Browser tabs, emails, welcome text, the sidebar footer |
| Logo | Header, login page, emails, PDF exports |
| Favicon | Browser tab and bookmarks |
| Accent color | Buttons, links, active menu items, focus rings |
| Login headline | The main line on the client login page |
| Login tagline | The supporting line under it |
Use a portal name the client already recognizes, usually your agency name plus a word like Insights or Portal. The logo is scaled to fit roughly 200 by 48 pixels, so check it at header size rather than at full size. For the favicon, a 32x32 or 64x64 PNG is what the field asks for.
The preview below the form has three modes: Login, Dashboard, and Mobile. Step through all three after any change. A logo that reads well in the desktop header can be unreadable in the mobile bar.
The accent color
Enter a hex value or use the swatch picker. Trakkr derives the lighter, hover, and readable variants from it, so you set one color rather than a palette. The preview shows the derived button and link treatment: the button is tinted at rest and fills on hover, which is what the portal actually renders.
If the color is hard to read on white, the field shows a low-contrast warning under it. Trakkr measures the ratio against white and treats anything under 4.5 to 1 as a problem, which is the WCAG AA threshold for normal text. A mid-tone brand color often passes as a large button and fails as link text, so take the warning seriously and pick a darker shade for the portal even when your brand book says otherwise.
Onboarding text
Onboarding holds four things.
| Setting | What it does |
|---|---|
| Welcome message | A modal shown once on first login: title, body, button text, optional button link |
| Methodology content | Markdown for the portal's About page, under a title you choose |
| Feature descriptions | Custom tooltips on the sidebar items |
| Help and support | A help center URL and a support email |
The About page only appears in the client sidebar when there is methodology content or a help URL, so an empty methodology section means no About link at all.
Keep the welcome short and put the real explanation in the methodology text: what you track, how often the data refreshes, and who to contact. When you describe measured work, use the same wording the Results page uses, including Couldn't measure where that is the honest answer.
Footer
The footer takes up to four links plus a copyright line. Links can be dragged into the order you want, and a link with no URL is hidden from the portal rather than rendered dead. If you leave the copyright blank, the portal generates one from the current year and your portal name.
Check every link from the preview or the live portal. A right label pointing at an old URL is the failure that survives review.
Branded email
Trakkr sends two emails to portal clients: the invitation and the password reset. Both carry your logo, portal name, accent color, and footer.
Neither is sent until you verify a sending domain. Until then the Email delivery option in the invite form is disabled and password resets are unavailable, though you can still create invite links and send them yourself. Under Email you set:
- From name, defaulting to your portal name.
- Reply-to email, optional.
- Send from domain, the domain you own.
The address itself is fixed to noreply@ on that domain. Trakkr returns the SPF and DKIM records for it, both of which must pass before client email is enabled. Once verified, use Preview emails to see the invite and password reset templates, then Send test email to something outside your own domain and check the sender, reply-to, logo, button color, footer, and where it lands.
What branding does not change
Branding does not touch client data, feature visibility, export rights, or brand access. The menu and the client-facing feature names live under Features, covered in Permissions. Brand and export access live under Clients.
It also leaves your own account alone. Your team still sees Trakkr navigation and Trakkr branding in the main app. The portal name is a client-facing identity, not a rename of your workspace.
Common questions
Why does a client still see the old feature name?
Feature names are saved under Features, not Branding, and they apply to the whole portal. Check the label there, and have the client reload: the sidebar reads settings at page load.
Why is my brand color flagged?
Because its contrast against white is under 4.5 to 1, which fails WCAG AA for normal text. Pick a darker shade for the portal and check the Login and Dashboard previews again.
Can I set a different logo for each client?
No. The portal shell belongs to the team, so every client sees the same agency branding. Individual client brands keep their own identity inside the data and reports.
Does the portal name change my agency name in Trakkr?
No. It is the client-facing identity only. Your team name and your own navigation are unaffected.
Do clients see a Trakkr logo anywhere?
No. The sidebar, the login page, the tab icon, and both client emails carry your branding.