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Navigating to Client Portal settings
Go to Sites > Client Portal, or access the portal from Memberships and Communities. From the portal dashboard, settings are organized under the Settings panel with tabs for domain setup, branding, and app permissions.Step 1 — Domain setup
The portal must be assigned a domain before clients can access it.Go to Settings > Domain Setup
Open the Client Portal and navigate to the Settings tab, then select Domain Setup.
Choose subdomain or custom domain
You have two options:Subdomain — A subdomain under the platform’s infrastructure is provided automatically (typically using your account ID as a prefix). This requires no DNS changes and is ready immediately.Custom domain — Enter a domain you own (e.g.,
portal.yourbusiness.com). This requires DNS configuration at your registrar (see below).Custom domain DNS records
If you are using a custom domain, add these records at your domain registrar:| Record type | Value |
|---|---|
| A record | 162.159.140.166 |
| CNAME record | clientportal.ludicrous.cloud |
Step 2 — Branding
Branding settings control every visual element of the portal that clients see. Go to Settings > Branding.| Field | Description |
|---|---|
| Portal Name | The name displayed in the portal header and browser tab. Use your business name or the name of the product/community you are offering. |
| Portal Description | A short summary of the portal. Displayed on login pages and in some email templates. |
| Brand Color One | Primary color used for buttons, active states, headings, and key UI elements. Use your brand’s primary color in hex format. |
| Brand Color Two | Secondary color used for accents, backgrounds, and secondary UI elements. |
| Favicon | A small icon displayed in browser tabs. Accepted formats: SVG, PNG, JPG. Recommended size: 16×16 px or 32×32 px. |
| Portal Image | A square image displayed on the login screen or portal home. Maximum 720×720 px. |
| Logo | Your business logo. Displayed in the portal header. 1:1 ratio, maximum 200×200 px. |
| Support Email | An email address clients can contact for portal support. Displayed as a contact link inside the portal. |
| Copyright | Your business copyright line, displayed in the portal footer (e.g., ”© 2026 Your Business Name”). |
| Advanced | A custom code field for adding CSS or JavaScript to further customize the portal’s appearance and behavior. |
Step 3 — App permissions
App permissions control which features are visible to clients when they log in. Go to Settings > App Permissions. Toggle each app on or off:| App | What it shows clients |
|---|---|
| Courses | Enrolled courses and lessons |
| Communities | Community groups and feeds |
| Invoices | Invoice history and online payment |
| Documents | Contracts and signed documents |
| Subscriptions | Subscription plans and billing |
| Affiliates | Affiliate program dashboard and referral links |
App permissions apply globally across all clients. If you want to hide a specific course or community from a specific client, manage that through the membership offer or product access settings rather than through portal app permissions.
Step 4 — Default landing page
Set the default landing page from the dropdown in the Settings panel. This is the first page a client sees when they log in. Options typically include:- Dashboard — a portal home screen with an overview of all available apps
- Courses — takes clients directly to their enrolled courses
- Community — takes clients directly to the community feed
- Invoices — takes clients directly to their invoice list
Inviting clients to the portal
Once the portal is configured, start inviting clients:- Invite to Client Portal — click this button on the portal dashboard and enter one or more email addresses. The platform sends an invitation email with a setup link.
- Send Login Email — for clients who have already been invited, this sends a login button email for one-click access.
- Generate Magic Link — create a direct-access login link for a specific contact. Magic links bypass the password login screen and are ideal for onboarding emails and re-engagement campaigns.