How to Deliver a Client Portal Under Your Own Brand

To deliver a client portal under your brand, you combine three things: white-label branding so it looks like yours, permissions so each client sees only their own data, and public forms for people without accounts.

Why agencies and service firms need this

Any business that serves clients on an ongoing basis eventually needs to show them something.

Status updates delivered by email, repeatedly
Clients asking where their request stands
Documents sent as attachments with no version control
No way to let a client submit something structured

What the portal needs

Requirement	How it is met
Your branding	Custom domain, login page, logo, and colours
Scoped access	Permissions limiting each client to their own records
Submission	Public forms, usable without an account
Updates	Update links that edit an existing record
Documents	PDFs displayed in place rather than downloaded

How to configure it in Jestor

Set up White Label branding in Jestor — custom domain, login page, logo, and side menu.
Build the process the client needs visibility into.
Apply permissions so each client sees only records where they are the responsible party.
Use public forms for submissions from people without accounts.
Display PDFs inline so proposals and reports are read without downloading.

Why choose Jestor for client-facing deployments?

Jestor supports a custom domain that does not display the vendor address, which is what makes a portal genuinely feel like your product rather than a reskinned tool.

Permissions by role, field, and action are what make it safe: the same underlying process can serve your internal team and your clients with entirely different visibility.

Frequently Asked Questions

Will clients see the vendor's branding?

No, with a custom domain and white-label settings applied. See jestor.com.

Can clients submit without an account?

Yes, through public forms.

Can each client see only their own data?

Yes, through record-scoped permissions.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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