Pick a theme and table density, and set your company domain and portal URL

What you will have

• Switch to the Custom theme and see its fifteen color fields, grouped into Brand, Surfaces, Text, Sidebar, and Accents.
• Know that a Theme and Density choice lives in your browser, not on your account, and resets on a new machine or after clearing browser data.
• Know that the Custom Palette's own colors are the one part of Theme that saves for the whole MSP, even though each person still has to pick Custom themselves to see it.
• Read Table Density's three spacing options and know that the change applies immediately, everywhere a table or list renders.
• Find Company Domain and Portal Base URL on Domains & URLs, and know that neither one decides who is staff.
• Know what actually decides staff versus a client user at sign-in, and where staff is granted.

Why it works this way

Steps

1. 1

   Open Settings > Company > Theme and look at the three color presets.

   Classic is blue primary with red accents, Dark is a dark theme with purple highlights, and Custom is white-label with your own brand colors. Picking any of the three applies it immediately across the portal.

   

2. 2

   Select Custom to open the Custom Theme Editor.

   Selecting Custom both applies it as your own active theme and reveals the Custom Theme Editor below, where the white-label colors themselves are configured. The editor's own text says these colors apply system-wide for all users - that is true of the fifteen color values, not of which preset you personally have selected.

   

3. 3

   Look at the Custom Theme Editor's fifteen color fields.

   They are grouped into five sections: Brand (Primary Brand Color, Text on Brand), Surfaces (Background, Secondary, Tertiary), Text (Primary, Secondary, Tertiary), Sidebar (Background, Text, Active, Hover), and Accents (Success/Green, Danger/Red, Warning/Amber). A live Preview panel beside the fields shows the palette applied to a small mock sidebar, header, stat cards, and table. Save Custom Theme persists all fifteen values for the whole MSP; Reset to Defaults restores the shipped palette without saving.

   

4. 4

   Know that your Theme and Density choices live in your browser, not your account.

   Which theme you have applied and which density you have picked both save to your browser's local storage, not to your user record. Switching to another computer, or clearing this browser's data, resets both back to the system default (Classic, Normal). The Custom Palette's own fifteen colors are the exception: Save Custom Theme writes them to a setting shared by the whole MSP, so every teammate who later picks Custom themselves sees the same brand colors - but picking Custom is still each person's own local choice.

   Note: This walkthrough leaves the Custom Palette at its shipped default colors - no color values were changed or saved.
5. 5

   Open Table Density, below Theme, and look at its three spacing options.

   Comfortable adds extra padding for roomier rows, Normal is the default balance, and Compact tightens padding and font size to show more rows per screen. The change applies immediately, everywhere a table, list, card, or form respects density - a ticket queue, a client list, a report table.

   

6. 6

   Open Settings > Company > Domains & URLs and find Company Domain.

   The page's own text under the field reads: your company's primary domain, used to match your organization in connected systems like your PSA and shared mailbox, and that it does not decide who is staff - add staff explicitly on the Team page. This tenant's Company Domain is blank.

   

7. 7

   Know what actually decides staff versus a client user at sign-in.

   Staff access (an internal, admin-tier account) is granted only one way: an existing staff member adds someone explicitly under Team > Staff. Neither Company Domain nor Portal Base URL plays any part in that decision. A separate, older mechanism still exists in code for single sign-on tenants: where a tenant carries a legacy internal-domains value (no longer a field on this page), a first-time SSO sign-in from a matching email address is allowed to create itself as a plain client user - never staff, never an admin permission - pointed at the MSP's own internal client organization. That is how an MSP's own non-technical employees (HR, accounting) can reach the client portal without being pre-created, while staff access still requires the explicit Team > Staff step either way.

8. 8

   Find Portal Base URL, on the same page.

   The page's own text under the field reads: the public URL of the portal, used in outgoing emails and links sent to clients, and that leaving it blank auto-detects it from the host the portal is running on. This tenant's Portal Base URL already shows its own detected address.

   

Other ways to do this

If it did not work

• If a teammate says their theme keeps resetting, remind them it is stored per browser, not per account - a new machine or a cleared browser always starts from the system default.
• If Save Custom Theme appears disabled, confirm the Custom preset card is selected first - the editor's fields are read-only until Custom is active.
• If someone was expecting Company Domain to grant them staff access, point them at Team > Staff instead - that is the only door that grants it.

Questions this page answers