> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Portal setup
> Enable the client portal, configure branding, set app permissions, and choose the default landing page clients see when they log in.
Setting up the Client Portal involves configuring a domain, applying your brand identity, enabling the features your clients need, and choosing how the portal behaves when clients log in. All of this is done from the Client Portal settings panel.
## 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.
Open the Client Portal and navigate to the **Settings** tab, then select **Domain Setup**.
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).
After entering your choice, click **Update Domain** to save.
### 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` |
After adding the records, allow 24–48 hours for DNS propagation. During this time, the domain may not resolve consistently — this is normal and not a sign of an error.
## 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. |
Click **Save Settings** to apply all branding changes.
## 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 |
Disabled apps are hidden from the portal navigation entirely — even if a client knows the URL, they cannot access a disabled section.
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
Choose the default that matches the primary reason your clients use the portal. Click **Save Settings** to apply.
## 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.
Test the portal from a client's perspective before sending invitations. Create a test contact, generate a magic link, and walk through the full client experience — login, navigation, course access, and invoice view. This reveals any configuration issues before real clients encounter them.