User Guide
AgencyHandy User Guide - For Agency
AgencyHandy User Guide - For AgencyAgencyHandy User Guide - For Client
AgencyHandy User Guide - For Agency
AgencyHandy User Guide - For AgencyAgencyHandy User Guide - For Client
  • AgencyHandy User Guide - For Agency
  • Introduction of AgencyHandy
    • Why should you choose Agency Handy?
    • Who is it for?
    • What are the benefits?
    • How does it differentiate itself from others?
    • Plans & Pricing
  • Sign Up
  • Account Verification
  • Log in
  • Accessing the Main Interface
  • Workspace Config
    • Set up General Settings
    • Set Up Appearance
    • Set Up Custom Domain
      • AgencyHandy Hosting with Cloudflare
      • Agency Handy Hosting with Namecheap
    • Set Up Sign-In Portal
    • Set Up Emails
      • Setup Email Address
      • Setup SMTP
      • Email Template Configuration
      • Sending a Test Email
  • Resetting Password
  • Setting Multiple Workspace
    • Create a new Workspace in AgencyHandy
    • Deleting a Workspace in AgencyHandy
  • Services
    • Create a Service with Multiple Packages, Default Tasks & FAQs
    • Edit/Update a Service
    • Delete a Service
    • Add-on Setup in Services
    • Multiple Pricing and Multiple Packages
    • Create Multiple Service Group
    • Service Configurations
    • Setting the Trial Period for a Service
    • Setting Default Tasks for a Service
    • Setting up a Setup Fee
    • Coupon System
    • Portfolio
    • User Review
  • CRM
    • Clients
      • Create Clients Profile
      • Import Clients
      • Export Clients
      • Client Configuration
      • Edit a Client Profile
      • Delete a Client Profile
      • Manage Client's Recent Order
      • Manage Client's Recent Ticket
      • Manage Client's Recent Invoices
      • Create Client Group
    • Lead Management
  • Orders
    • Create an Order
    • Edit/Update an Order
    • Create Tasks in an Order
      • Task Modal/Activity Page Manage
      • Edit Task in an Order
      • Delete Task from an Order
    • Manual Order Create for Unpublished Services
    • Client Task Creation
    • Add-On Support in Manual Orders
    • Delete an Order
  • Subscription
    • Subscription Management & Recurring Billing in Agency Handy
    • Common Subscription Use Cases
    • Automatic Invoice Generation
    • Subscription Filter, Search, and Sorting
    • Reminder on Subscription
    • How Stripe Generates Subscription Payments for Agency Handy
    • How PayPal Generates Subscription Payments for Agency Handy
  • Forms
    • Order Form
    • Intake Form
    • Public Forms
  • Proposal
    • Proposal Dashboard
      • Send a Proposal
      • Accept a Proposal
      • Reject a Proposal
    • Sending a Proposal with Specific Package
  • Tickets
    • Ticket Dashboard
      • Create a Ticket
      • Edit a Ticket
      • Delete a Ticket
  • Teams
    • Team Dashboard
      • Invite & Add a Team Member
      • Set Role & Permission for Team Members
      • Remove Team Member
  • Invoices
    • Invoice Dashboard
      • Invoice Settings
      • Create an Invoice
      • Edit an Invoice
      • Delete an Invoice
      • Download/Print an Invoice
      • Send an Invoice to a Client
      • Export Invoice
    • Wise Support in Manual Subscription Invoices
    • Reminder on Invoice
  • Integration
    • Integrating Stipe
    • Setting up PayPal
    • Webhook Management
      • How to use/create Webhook
      • Authenticating Webhooks
      • Testing Webhook Event
  • Files
    • Manage Files in Order Task
    • File Feedback
  • User Policy of AgencyHandy
  • Settings
    • Setting Up Profile
    • Manage Subscription
      • Viewing Plan Summary
    • Redeem Promotion Code
  • API Integration Guide
    • 🚀 Create a New Lead Using API
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On this page
  • Purpose:
  • Pre-condition to Use the Feature:
  • Steps to Use:
  • Important Notes:

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  1. Workspace Config

Set Up Sign-In Portal

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Last updated 27 days ago

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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.