Customising your partner portal is crucial for creating a cohesive brand experience and optimising engagement with your partners. This guide will walk you through the process of personalising your PartnerPilot portal to align with your brand and streamline collaboration. 

1. Accessing the Portal Theme Settings
   • Log in to your PartnerPilot account
   • Navigate to the left sidebar and click on "Partner Portal"
   • Select "Portal Theme" from the dropdown menu
2. Customising Your Logo
   • In the "Logo" section, click "Upload" to add your company logo
   • Choose between Circle frame, Square frame, or No frame options
   • Adjust the logo height
3. Setting Up Your Favicon
   • Scroll to the "Favicon" section
   • Click "Upload" to add a small icon representing your brand
   • This icon will appear in browser tabs, making your portal easily identifiable
4. Selecting Typography
   • Under "Typography," choose a font that aligns with your brand identity
   • The selected font will be applied throughout the partner portal
5. Defining Your Color Palette
   • In the "Colours" section, customise various elements: a. Button Colour: The main colour for call-to-action buttons b. Button Text Colour: Text colour for button labels c. Link Colour: Color for hyperlinks within your portal
6. Customizing Page Elements
   • Homepage: Set the background color for your portal's main page
   • Sidebar: Customize colours for the sidebar, including:
     • Background colour
     • Inactive tab colour
     • Active tab colour and background
   • Topbar: Adjust colours for the top navigation bar
   • Page title: Choose a color for page headers
   • Page background: Set the overall background color for portal pages
7. Previewing Your Changes
   • As you make adjustments, use the "Preview" button in the top-right corner to see how your changes look in real-time
8. Saving Your Customisations
   • Once satisfied with your changes, click the "Save Changes" button to apply your new theme
9. Customising Portal Content
   • Navigate to "Portal Homepage" in the Partner Portal menu
   • Use the provided sections (Hero, Multicolumn, Call To Action, FAQ) to structure your homepage content
   • Click the edit icon next to each section to customise text, images, and layout
10. Creating a Signup Page
    • Go to "Signup Page" in the Partner Portal menu
    • Customise the Call to Action section to encourage partners to join
    • Adjust the Partner Sign-up Form Fields to collect necessary information
    • Personalise the Pending Approval Message to set expectations for new applicants

Tips for Effective Customisation:

• Maintain consistency with your brand guidelines
• Use colours that complement each other and enhance readability
• Keep your partner's perspective in mind when crafting content and designing layouts
• Regularly update your portal to keep information fresh and relevant

Customising your partner portal allows you to create a professional, branded experience for your partners. By following these steps, you'll be able to design a portal that not only looks great but also functions effectively to support and grow your partner program.

Remember: A well-designed partner portal can significantly impact partner engagement and program success. Take the time to create a portal that truly represents your brand and meets the needs of your partners.