Onboarding

In the Client Portal you can customise how the Onboarding Flow looks and behaves when Your Customer connects their Accounting System. These settings apply to the experience Your Customer sees (e.g. your logo, company name, and which systems they can choose).

Logo

Upload or update the logo that appears in the Onboarding Flow. This is typically your company or product logo so Your Customer recognises they are connecting to you. You can replace the logo at any time; the new logo is used for new onboarding sessions.

Company name

Set or change the company display name shown in the Onboarding Flow. This is the name Your Customer sees (e.g. your product or company name). Use it to keep the experience consistent with your brand.

Company URL

Set or change the company URL. This is the link used when Your Customer clicks your logo in the Onboarding Flow (e.g. your website or app). It helps Your Customer verify they are connecting to the right organisation.

Restrict redirect URL

You can restrict the redirect URL that is allowed when Your Customer finishes the Onboarding Flow. By limiting which URLs are valid for the redirecturl parameter, you reduce the risk of redirects to unexpected sites. Configure one or more allowed redirect URLs in the Client Portal; only those URLs will be accepted when you send Your Customer to the Onboarding Flow with a redirect back to Your Platform.

Theme

Configure theme (e.g. colours) for the Onboarding Flow is under development. When available, you will be able to align the look and feel of the flow with your brand (e.g. primary and secondary colours).

Which systems are shown

In Systems (see Systems) you can choose which Accounting Systems are available in the Onboarding Flow. Your Customer will only see and be able to connect the systems you enable.