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This article applies to:

  • Product: Onvio
  • Subject: Setup
  • Audiences: Staff

Customize the appearance of Onvio and client center

Select
Setup
Onvio Site Settings
 to Customize Client Center appearance and embed Client Center and staff sign in buttons on your website.

Client center appearance

  • Set your firm name or upload your firm's logo as the site title.
  • Drag and drop the image to use a logo, or select
    Browse for File
     (PNG recommended).
  • Then, select an accent color for buttons and navigation symbols.

Customize sign in and sign out pages

  • Select
    Open Page In New Tab
     to check that the website opens correctly.
  • The Client Center sign in screen will display your firm’s name and logo.
  • Copy the code from the Embedded Client or Embedded Staff sign in section and let staff or clients sign in from your website. Or, share it with your website administrator.
  • Copy the sign in code and add it to your website, or give it to your website administrator.

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