Modify your Client Portal

The client portal is the most important tool a credit specialist can have.

Your client portal is private label, displaying only your logo and your company information, to look as it custom built just for you. Your clients and affiliates log in at https://www.secureclientaccess.com.  If you are an ADMIN, click on MY COMPANY — CLIENT/AFFILIATE PORTAL OPTIONS and click on these 3 tabs to modify the logo and content of your client and affiliate portal.

Change the logo in your client portal

The default logo is 50px x 50px. If you wish to upload a new logo to replace the default logo, it must be a jpeg, jpg, png or gif, no larger than 300px wide by 50px tall and size should be less then 2 MB. The logo background should be transparent or match the header color.

Edit/Modify the Resources and Credit Info in your Client Portal

Your client and affiliate portal comes preloaded 2 pages of useful links and credit information.  If you would like to change or edit these pages to add your own text or links, (and if you are an ADMIN), click on MY COMPANY — CLIENT/AFFILIATE PORTAL OPTIONS and click on these 3 tabs to edit the content.

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Affiliates and Clients can now update their own contact details

Affiliates and Clients can now update their own contact information directly from their own affiliate portal login.

Affiliates can upload or change their own photos

Affiliates can now log into their client portal and upload or modify their own photo or logo.

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