Where do I configure the portal?
Go to Settings > Client Portal and open the Settings tab. There you have the two blocks you need before inviting anyone.
How do I choose the portal's address?
In Portal Access Domain you choose how your clients arrive:
- Subdomain — the quick option: you choose an identifier and the portal lives at
your-identifier.mb-suite.com. - Custom domain — you connect your domain so the portal lives under your brand (for example,
portal.youragency.com). It requires a verification step. On your own domain, a client who signs in with Google passes through mb-suite.com for a moment, where they confirm where they're signing in (more in My client can't get into the portal).
How do I add my brand?
In Brand & Appearance you define:
- Portal Name — shown in the browser tab and in the welcome.
- Logo (Light Background) and Logo (Dark Background) — so the logo looks good in both themes.
- Favicon — the small icon on the browser tab.
At the bottom of the side menu and of the sign-in screen, the portal always shows the Powered by MB Suite mention: it isn't configurable and can't be removed. See Where your brand appears in MB Suite.
With the address and brand ready, the next step is to give a client access and control what they see.
Still have questions?
Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.