clients-edit - Organization - Edit

Edit Organization

Update the client details and save

Organization

Brand Settings this Organization uses

Short File Name

File Display Name to be used for all files (eg. WebbO for Webb Orthodontics, LoneStarEG for Lone Star Emergency Group)

Colors

Association
Client Level
Select Connected Clients
Select 3rd Party Client
Sponsor Level (if Sponsor)

Organization Details

Contact Info Source

Brand Images

Logo / brand marks used across the portal and Custom Modules. SVG preferred (also accepts PNG / JPG). The dark-background version is optional.

Image · Light BG

Logo / brand mark — for LIGHT backgrounds. SVG preferred (also PNG / JPG).

Image · Dark BG

Dark-background version — white/reversed logo for dark UI. SVG preferred. Optional.

Portal Background Image

Portal header background — large hero image behind the client portal header. Optional.