Customize the appearance of Onvio and Client Center

Choose Setup > Onvio Site Setup to Customize Client Center appearance, embed Client Center and staff sign-in buttons on your website, and set multi-factor authentication requirements.

Client Center appearance

  • Set your firm name as the site title or click Upload Image to display your firm's logo as the site title.
  • If you choose to use an image, drag and drop your firm's logo, or click the Browse for File button. We recommend using a .PNG file, but other file types are accepted.
  • Select an accent color for buttons and navigation symbols

Customize sign-in and sign-out pages

  • In the Sign In Page Background section, choose a background image for the Center sign-in page.
  • In the Sign Out Address section, enter the web address that you want staff and clients to see when they sign out.
  • Click the Open Page In New Tab button to verify that the website launches correctly.
  • You can enable staff or clients to sign in directly from your firm's website. Copy and paste the code from the Embedded Client Sign In section or the Embedded Staff Sign In section, or provide the code to your firm's website administrator.

Set multi-factor authentication requirements

Make multi-factor authentication optional or required for staff and clients.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

Internal Employees: Submit HHTC feedback


Was this article helpful?