Portal Settings

Share a document with every portal member at a customer account — upload it from the account’s Documents tab in your CRM, and it appears under “Shared with your account” in their members portal.

Make your members portal look entirely like yours — set your logo, brand name, and accent color in Portal Settings, save, and your branding carries through the whole customer portal.

Put your member portal on your own web address — add a custom domain in Portal Settings, point it at Cornerspot with a couple of DNS records, and Cornerspot verifies it automatically.

Share a file with every portal user at once — upload it on the Documents tab in Portal Settings and it appears under “Shared” in every member’s portal, ready to download.

Add a warm welcome to your members portal's sign-in page — type a Login Screen Greeting on the Branding tab in Portal Settings, save, and it greets every visitor before they log in.

Give your customers a direct line to your team — open Portal Settings, switch to the Live chat tab, turn on the live chat toggle, and save to add a chat launcher to your members portal.

Rename any section in your members portal menu so it matches your customers’ vocabulary — open Portal Settings, type a new label for the section (for example, rename Invoices to Billing), and save. The new wording shows in the portal sidebar.

Hide the portal sections you don’t use so customers see a clean, focused menu — toggle any section off in Portal Settings, save, and it disappears from the member portal sidebar.

With the white-label add-on you can hide — or show — the small "Powered by CornerSpot" credit in your members portal sidebar. Flip one switch on the Branding tab in Portal Settings; it saves automatically.

Set the web address your members use to reach your portal — open Portal Settings, switch to the Domain tab, edit the subdomain, type a new one, and save. Your portal goes live on the new address right away.

Show your members where to reach you for help — set the support email in Portal Settings on the Branding tab, save, and that address becomes the contact point in your member portal.