Workspace Config - Sign-In Portal Customization

Sign-In Portal Customization in Agency Handy – Frequently Asked Questions

1. What is the Sign-In Portal feature in Agency Handy?

The Sign-In Portal feature allows agencies to customize the appearance of their sign-in page to reflect their brand identity. This includes setting a custom heading, uploading images, and adding a brief description to create a branded and professional login experience.

2. Why should I customize the Sign-In Portal?

Customizing the Sign-In Portal helps in:

• Brand Consistency: Ensures the sign-in page aligns with your agency's branding.

• Professionalism: Provides a polished and professional impression to users and clients.

• Brand Identity: Strengthens brand recognition by incorporating branding elements such as logos and colors.

3. Who can configure the Sign-In Portal settings?

Only users with administrative access (Super Admins and Admins) to the Agency Handy workspace can configure the Sign-In Portal settings.

4. How do I access the Sign-In Portal settings?

To access the Sign-In Portal settings:

1. Log in to your Agency Handy account.

2. Navigate to the Workspace Settings section.

3. Look for the Sign-In Portal or Portal Settings option within the workspace settings menu.

5. What elements can I customize in the Sign-In Portal?

You can customize the following elements:

• Heading: Set a custom heading to display at the top of the sign-in page (maximum 120 characters).

• Image Upload: Upload an image to personalize the sign-in page (supported file types: PNG, JPG, JPEG; maximum file size: 5MB).

• Subtext: Add a short message displayed below the login fields to provide guidance or branding (maximum 300 characters).

6. How do I preview and save changes to the Sign-In Portal?

After customizing the elements:

1. Use the Preview option to review the customized sign-in page layout.

2. Once satisfied with the changes, click on the Save or Update button to apply the modifications.

7. Can I reset the Sign-In Portal to default settings?

Yes, clicking the Reset Default Settings button will restore the portal to its original system settings, removing all customizations. Please note that this action cannot be undone, so proceed with caution.

8. What should I do if the image fails to upload?

If the image fails to upload:

• Ensure the image is in the correct format (PNG, JPG, JPEG).

• Verify that the image size does not exceed 5MB.

• Check your internet connection and try uploading again.

9. Are there any best practices for customizing the Sign-In Portal?

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

• Use high-quality images that align with your brand identity.