Set Up Sign-In Portal

The Sign-in Portal feature in Agency Handy allows agencies to customize the appearance of their sign-in page to reflect their brand identity. Agencies can personalize the sign-in page by providing a custom heading, uploading images, and adding a brief description.

Purpose:

Customizing the sign-in portal is essential for the following reasons:

• Brand Consistency: Tailoring the sign-in page to align with the agency's brand identity ensures consistency across all touchpoints, reinforcing brand recognition.

• Professionalism: A customized sign-in page gives a professional impression to users and clients, enhancing the overall user experience.

• Brand Identity: By incorporating branding elements such as logos and colors, agencies can strengthen their brand identity and create a memorable first impression for users.

Pre-condition to Use the Feature:

• Users must have administrative access to the Agency Handy workspace to configure the sign-in portal settings.

Steps to Use:

• Access Workspace Settings: Log in to Agency Handy and navigate to the workspace settings section.

• Navigate to Sign-in Portal Settings: Look for the option related to Sign-in Portal or Portal Settings within the workspace settings menu.

• Customize Heading: Enter a custom heading for the sign-in page in the provided field. The heading should be concise and limited to a maximum of 120 characters.

• Upload Images: Use the upload or drag-and-drop functionality to add images (png, jpg, jpeg) to the sign-in page. Ensure that the image size does not exceed 5 MB to maintain optimal performance.

• Add Subtext: Provide a short description or subtext for the sign-in page in the designated field. The subtext should be brief and limited to a maximum of 300 characters.

• Preview and Save Changes: Review the customized sign-in page layout using the preview option. Once satisfied with the changes, click on the "Save" or "Update" button to apply the modifications.

  

Important Notes:

• Purpose of the Sign-In Portal

  • This feature allows users to customize the appearance of their sign-in page to align with their agency's branding.

  • A well-designed sign-in portal enhances user experience and improves brand recognition.

  • Customizable Elements

    • Heading:

      • Users can set a custom heading to display at the top of the sign-in page.

      • Maximum character limit: 120 characters.

    • Image Upload:

      • Users can upload an image to personalize the sign-in page.

      • Supported file types: PNG, JPG, JPEG.

      • Maximum file size: 5MB.

    • Subtext:

      • A short message displayed below the login fields to provide guidance or branding.

      • Maximum character limit: 300 characters.

  • Access & Permissions

    • Only Super Admins and Admins have permission to configure the Sign-In Portal settings.

    • Changes apply immediately upon saving.

  • Reset to Default

    • Clicking "Reset Default Settings" will restore the portal to its original system settings, removing all customizations.

    • This action cannot be undone, so proceed with caution.

  • Saving Changes

    • Once all customizations are made, users must click "Save" to apply changes.

    • Clicking "Cancel" will discard any unsaved modifications.

  • Troubleshooting & Best Practices

    • If the image fails to upload, ensure it meets the format and size requirements.

    • Keep the heading and subtext concise to maintain a clean and professional appearance.

    • Preview changes before saving to ensure the branding is correctly displayed.