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Customize the Client Portal Theme

Applies to: Administrators, Marketing Managers

The Traders Room allows for extensive white-labeling of the client portal (where your customers log in) through themes, color schemes, and layout changes.

Select a Base Layout​

  1. Navigate to Product Settings > Themes.
  2. You will see a list of available layout templates.
  3. Click on itself to select then Click Save Layout Selection to use for your client portal.

Themes

Configure Colors (For Layout 1)​

  1. Navigate to Product Settings > Color theme configuration.
  2. This section provides a list of color variables.
  3. Use the color pickers to change values for:
    • --primary: The primary brand color (used for buttons, links).
    • --secondary: A secondary brand color.
    • --text: Default text color.
    • --background: Page background color.
    • And many others (borders, success, warning, error colors).
  4. Changes are often previewed in real-time. Click Save to apply them to the live client portal.

Color theme configuration

Configure the Navigation Sidebar​

  1. Navigate to Product Settings > Sidebar Configs.
  2. Here you can customize the navigation menu that appears in the client portal.
    • Reorder Items: Drag and drop to change the menu item order.
    • Rename Items: Change the display text of default menu items.
    • Change Icons: Upload or select new icons for each menu item.
    • Configure Colors: Set different colors for the sidebar in light and dark mode.

Sidebar configs

Manage Static Pages​

  1. Navigate to Product Settings > Static Page Config.
  2. This section allows you to manage content for pages like "About Us", "Terms & Conditions", and "Privacy Policy".
  3. For each page, you can typically:
    • Upload a hero image or background.
    • Write or paste HTML content for the page body.
    • Set the page title and meta description.

Static page configs