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Adding/changing a cover image on projects in the Client Portal
Adding/changing a cover image on projects in the Client Portal
You can add an image, or change the image against each project in the client portal to personalize it for your clients
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

When your clients log in to the portal they will see a cover page for their project.

  1. By default the cover image is a map of the site address

This field can be updated to show an image of your choice.

2. In Buildxact, click on the "Leads" tab

3. Open the Lead

4. Scroll down to "Client Project"

5. Click on the image icon

6. Click "Upload Cover Image" and choose the image from your files, this image will now show in place of the site map in the Client Portal

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