Applying Custom Branding to Your SmartVault Portal

Overview

You can add custom branding to your SmartVault Portal, including branding your subdomain, sign-in page, header, color schemes, and emails. 

Before you begin, make sure that you have the logo you want to use for your header and sign-in page, as well as the logo you want to use for your email header. You can use the same logo for both headers.

You can use a tool like ColorZilla to find out the colors of your website or any site you like the look of. See ColorZilla for Firefox.

Using a Redirect Link to Your Portal

We do not allow a firm's clients to directly sign in to SmartVault from the firm's website for security reasons.  

SmartVault requires an outside link to prevent problems if your main website is hacked. By requiring a link redirected to our secure site, we prevent any security issues arising from your website site and stop security issues such as the capture of SmartVault usernames or passwords.

Accessing Custom Branding

  1. Sign in to the SmartVault Portal.
  2. Click the initials at the top right corner of the page and select Settings.
    Settings_option.png
  3. Under Manage Portal Styling, click Custom Branding.
  4. After making your changes (see sections below), click Save

  Note

Click Restore Defaults to restore the default settings to original settings.

Managing Your Subdomains

For users to access your custom-branded portal, you must specify a subdomain name for your portal.  

The Subdomains section lets you enter your subdomain name. The default domain is my.smartvault.com. You can replace the my with a subdomain of your choice.  For example, a subdomain for EZ Taxes could be eztaxes.smartvault.com.

Enter your subdomain in the text box and then click Add.

To remove a subdomain, click Remove

Managing Your Sign In Page

You can specify the settings for your sign in page, including the sign in text, as well as the background, text, and link colors.  

Sign In Text

You can enter your own sign in and body text message that users see when they log in. The numbers represent the line you are changing. The Header Text field has a limit of 20 characters, and the Body Text field has a limit of 45 characters.

Background, Text, and Link Colors

The Background Color, Text Color, and Link Color sections let you set the color of the background, text, and links, respectively. The numbers represent the text you are changing. 

Managing Your Header

You can upload your own logo so that it is displayed in the top left of the portal. The header, or masthead, is the header section that displays on all the web portal pages, including the Sign In page. You can also set your masthead background color. 

Masthead Design

The logo must be a .png, .jpg, .jpeg, .bmp, .tif, or .tiff file, and be no greater than 340 pixels in width by 60 pixels in height.

To resize your logo, you can use Microsoft Paint, Adobe Photoshop, or an online service like PicResize or PIXLR

  1. Click Choose File and locate your logo.
  2. Click Upload

Masthead Background Color

The Masthead Background Color section lets you set the background color of the masthead. 

Managing Outgoing Email Settings

You can customize the settings for your outgoing emails.

Email Header Logo

The logo must be a .png, .jpg, .jpeg, .bmp, .tif, or .tiff file, and no greater than 340 pixels in width by 60 pixels in height.

To resize your logo, you can use Microsoft Paint, Adobe Photoshop, or an online service like PicResize or PIXLR

  1. Click Choose File and locate your logo.
  2. Click Upload

Email Closing Text

You can add your custom closing email text, such as an email signature, up to 1024 characters.

Disclosure Statement Text
You can enter your disclosure statement separately here. If you would like to use the default disclosure statement, click Load Default Disclosure. Please note that you will also replace any text currently in the Disclosure Statement box.

...