Customizing User Portal

As an app author or admin, you can customize the branding of user portal pages. The styling of user portal is also applied to all email messages sent from the directory: activation, password reset, and password expiration reminder emails.  

While the following steps guide you to customize all the available settings, this configuration is entirely optional, so you can make only the modifications that are relevant to you.   

Steps: 

1. In your directory, click the User portal tab.
2. In the General section, in the Display name field, enter the name you want to display on user portal pages and in messages to users, and then click Save.
3. In the Localization section, select the language that you want to use in the user portal and the default email template.

   Note: The localization settings do not affect custom email templates or date formatting.  

4. In the left panel, click Branding and edit the branding of your user portal: 

1. 1. Select a theme to define the colors for your user portal pages and emails. You can use a predefined Default theme or create a personalized one. For a custom theme, you can specify the color for buttons and icons, footer and section headers, links, and the background for the sign-in page. 
   2. Choose the background of the sign-in page:
      • To use a custom color, select Color, and then enter a symbol or select one of the available options.
      • To use an image, select Image, click the Select file button, and then double-click an image file (max 10 MB). 
        The following file extensions are supported: .apng, .avif, .gif, .jpg, .jpeg, .jfif, .pjpeg, .pjp, .png, .svg, .bmp, .ico, .cur, and .webp.
   3. To upload your logo, in the Assets section, click the Select file button and select an image file (max 1 MB).
   4. Click Save.

4. In the left panel, click Footer, and then configure the footer of your user portal pages:  

1. 1. In the Footer links section, configure the URLs that appear at the bottom of the page: 
      • To include your support service URL, in the Help URL paste your support page URL. If you want this link to be visible only to users who signed in, select the Hide this link on publicly available pages checkbox.   
      • To include a link to your terms of service, in the Terms URL field, paste your terms of service URL.   
      • To include a link to your privacy policy, in the Privacy URL field, paste your privacy policy URL. 
   2. In the White label section, select whether you want to show or hide a Caspio banner in the user portal and emails. 
      The banner provides information that the app was created in Caspio, adding authenticity and familiarity to your apps.
   3. Click Save. 

Result: Your user portal pages are now updated with your customized information.