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💡 Before setting up the portal for individual clients, complete this one-time setup to streamline your workflow. If you'd like, make a copy of this template to keep the original with all examples intact. Then, follow the checklist below to set up as much as possible in one go—this will save time later, allowing you to simply add client-specific details as needed.
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How to change the cover image: Hover over the image > Click Change cover >Select a different image or upload your image
How to change the icons: Click the icon > Choose another icon or upload your own