If your Client Portal is branded, there's a way to make the login screen include your branding as well. You just need to send your client a special branded link found in Sisu. When your clients use the branded link, they'll be directed to a login screen that has your branding on it.

This branded link is sent from a transaction, and it's personal to the client. With this link, the client won't have to use their personal credentials to log in. They'll only have to enter the passcode that's sent to their phone.

1. In Sisu, go to Transactions > Transactions. This opens the Transactions screen.

2. Click in-line with a transaction to open it.

3. Make sure that both the Mobile Phone field and the Contact Email field exist in at least 1 form and have accurate information entered into them.

4. Click the Client Portal tab.

5. In the Send Invite section, click Send Invite Email. This emails your client a link that will take them to a login screen with your branding.

The team's branded link is found in each transaction. This is best used in emails and on websites that multiple clients will have access to. Clients who use this link will need to enter their name, email, phone number, and a passcode that will be sent to their phone.

1. In Sisu, go to Transactions > Transactions. This opens the Transactions screen.

2. Click in-line with a transaction to open it.

3. Click the Client Portal tab.

4. Scroll down to the bottom of the screen and click the Copy invite link button.

Client Portal will show your team's branding regardless of whether or not people use the branded link. The link only affects the initial login screen. If the client were to simply go to client.sisu.co to log in (instead of using the branded link), they would see Sisu branding on the login screen. However, once they log into Client Portal, they will see your personal branding.

Check out this KB article and follow the 6 simple steps to inviting your secondary client to the Client Portal.