> ## Documentation Index
> Fetch the complete documentation index at: https://university.triggr-app.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Branding and client portal

> Put your name and logo on Studio forms, serve them from your own domain, and lay out the homepage your clients open.

Your name, logos and domain appear on every form, app and report you share. View Branding opens Settings > Branding and Portal; Edit Branding changes them.

<Frame caption="Branding and client portal: adding your name, logos and forms domain, then laying out the client homepage (1:23).">
  <video controls preload="none" playsInline className="w-full aspect-video rounded-xl" poster="/images/videos/studio-branding.jpg" src="https://mintcdn.com/triggr/GxrCQFDFNLmEMyJ1/images/videos/studio-branding.mp4?fit=max&auto=format&n=GxrCQFDFNLmEMyJ1&q=85&s=c80d7402622178df687cb1e88c207b44" data-path="images/videos/studio-branding.mp4" />
</Frame>

## Brand your forms

<Steps>
  <Step title="Add your name and logos">
    Go to **Settings > Branding**. Enter **Display Name For Public Forms** and upload a Light Mode Logo and Dark Mode Logo (under 2 MB; 200×50 px recommended). Forms, apps and reports show the Dark Mode Logo; slide decks, and the client homepage when its theme is Light, show the Light Mode Logo.

    <Frame>
      <img src="https://mintcdn.com/triggr/XztmSfsoAUpshfIO/images/studio/settings/branding-profile-logos.png?fit=max&auto=format&n=XztmSfsoAUpshfIO&q=85&s=a3d2205be4b2e9b0c5574aad83916772" alt="The Organization Profile card with Display Name For Public Forms set to Your MSP, and the Logos card with a Your MSP logo uploaded for Light Mode Logo and Dark Mode Logo, each with a red remove button." width="2288" height="1084" data-path="images/studio/settings/branding-profile-logos.png" />
    </Frame>
  </Step>

  <Step title="Enter your forms domain">
    In **Custom Forms Domain**, enter a subdomain you own, such as `forms.yourmsp.com`, and click Save Changes.
  </Step>

  <Step title="Add the DNS record">
    At your DNS host, create the CNAME record shown under DNS Records to Add. Some hosts want the full name, `forms.yourmsp.com`.

    <Frame>
      <img src="https://mintcdn.com/triggr/XztmSfsoAUpshfIO/images/studio/settings/branding-domain-dns.png?fit=max&auto=format&n=XztmSfsoAUpshfIO&q=85&s=64ee465224a7c690100a47caff1fbff1" alt="The Custom Forms Domain card with forms.yourmsp.com entered, a Domain Status of Not Verified, the warning Domain is misconfigured. Please add the DNS records below., and a DNS record of Type CNAME, Name forms and a vercel-dns-017.com Value, each with a copy button." width="2288" height="1066" data-path="images/studio/settings/branding-domain-dns.png" />
    </Frame>
  </Step>

  <Step title="Wait for Verified">
    Click **Refresh** until the status reads Verified and Certificate shows Active.

    <Frame>
      <img src="https://mintcdn.com/triggr/XztmSfsoAUpshfIO/images/studio/settings/branding-domain-verified.png?fit=max&auto=format&n=XztmSfsoAUpshfIO&q=85&s=9c0efd77474187a6ca6e4a44b9a75c67" alt="The Custom Forms Domain card for forms.yourmsp.com showing Verified, and a Certificate section with Status Active, an Expires date and Auto-renew Enabled." width="2288" height="1046" data-path="images/studio/settings/branding-domain-verified.png" />
    </Frame>
  </Step>
</Steps>

Share links switch to your domain as soon as you save it, so finish DNS before sending any. Changing or clearing the domain breaks links that use the old one.

<Note>
  The display name and logos are shared with Triggr Core; Core's request forms have their own domain. See [Add your branding](/core/get-started/add-your-branding).
</Note>

## Lay out the client portal

Your Custom Forms Domain is also a homepage, `https://forms.yourmsp.com`, listing every form and app with List on Homepage on.

<Steps>
  <Step title="List forms and apps">
    Turn on **List on Homepage** in a form's Form Authentication panel or an app's Settings, and save.

    <Frame>
      <img src="https://mintcdn.com/triggr/_d7ojda9vf8IHE31/images/studio/forms/form-authentication.png?fit=max&auto=format&n=_d7ojda9vf8IHE31&q=85&s=ac6c40a14653b865eb67a5b6202bb282" width="320" alt="The Form Authentication panel with Authentication Type Microsoft selected and, under Visibility, a List on Homepage toggle above Restrict to usernames, Restrict to groups and Restrict to group names." data-path="images/studio/forms/form-authentication.png" />
    </Frame>
  </Step>

  <Step title="Choose the look">
    In **Settings > Portal**, pick a Layout style and Theme. Live preview updates as you go.

    <Frame>
      <img src="https://mintcdn.com/triggr/XztmSfsoAUpshfIO/images/studio/settings/portal-editor.png?fit=max&auto=format&n=XztmSfsoAUpshfIO&q=85&s=46a6f9a72d75bd91bc3687cc071d2c6c" alt="The Portal Homepage editor with Layout style List and Theme Light, an Uncategorized card holding Report a phishing email and Service status with Add to category menus, and People and IT help categories with their forms and descriptions, beside a Live preview of the Your MSP portal grouped under People, IT help and More." width="2368" height="3154" data-path="images/studio/settings/portal-editor.png" />
    </Frame>
  </Step>

  <Step title="Group them into categories">
    Click **+ Add category** and name it, then drag items in or use + Add to category…; anything left in Uncategorized shows under More. Click an item's icon to change it.

    <Frame>
      <img src="https://mintcdn.com/triggr/XztmSfsoAUpshfIO/images/studio/settings/portal-icon-picker.png?fit=max&auto=format&n=XztmSfsoAUpshfIO&q=85&s=948808dc27ace0c85a0c034d539b85c5" alt="The IT help category with Password reset selected and its icon picker open, showing None (use default) and a grid of icons with the key highlighted." width="1300" height="790" data-path="images/studio/settings/portal-icon-picker.png" />
    </Frame>
  </Step>

  <Step title="Save">
    Click **Save Changes**, then open your domain to check it.
  </Step>
</Steps>

### Make visitors sign in first

By default anyone can see the homepage and each form asks for its own sign-in. To show each person only what they can open, turn on **Authenticate on Telescope homepage** under Telescope Authentication on Settings > Branding and click Save Changes. The homepage then lists forms with no sign-in plus the Microsoft forms that person is allowed into. See [Form authentication](/studio/forms/authentication#your-homepage-and-forms-domain).

<Frame>
  <img src="https://mintcdn.com/triggr/XztmSfsoAUpshfIO/images/studio/settings/branding-telescope-auth.png?fit=max&auto=format&n=XztmSfsoAUpshfIO&q=85&s=67eaf0d7fa8f44557aea194b04d012e1" alt="The Telescope Authentication card with Authenticate on Telescope homepage switched on and Sign-in method set to Microsoft, with the note More sign-in methods coming soon." width="2288" height="674" data-path="images/studio/settings/branding-telescope-auth.png" />
</Frame>

## Send technicians straight to an app

Two admin-only pages for your own team rather than clients.

### Kiosks

A kiosk locks technicians to a few [internal apps](/studio/internal-apps/introduction). In Settings > Kiosks, click **New Kiosk**, tick the Allowed Apps, choose the Home App and click Create; then click Edit on its row and Add Member.

<Frame>
  <img src="https://mintcdn.com/triggr/XztmSfsoAUpshfIO/images/studio/settings/kiosk-create.png?fit=max&auto=format&n=XztmSfsoAUpshfIO&q=85&s=5f9b663bbe1e02050443a42c1aabde04" alt="The Create Kiosk dialog with Name Tier 1 helpdesk, Helpdesk console and Password reset desk ticked under Allowed Apps, and Home App set to Helpdesk console." width="1024" height="1000" data-path="images/studio/settings/kiosk-create.png" />
</Frame>

Members can open only the allowed apps and forms; anything else returns them to the home app. Each person can be in one kiosk, and removing them restores full access at once. A kiosk limits what Studio shows, not what their role allows, so give members a role with only the permissions they need.

### Post-Login Redirect

To send people to an app on sign-in but leave the rest of Studio open, go to Settings > Post-Login Redirect, turn on **Redirect techs on login**, click Add rule, choose a role (or Everyone) and an app, and click Save Changes. The first matching rule wins, once per browser session.

<Frame>
  <img src="https://mintcdn.com/triggr/XztmSfsoAUpshfIO/images/studio/settings/post-login-redirect.png?fit=max&auto=format&n=XztmSfsoAUpshfIO&q=85&s=e9340fe257423de4c5124ef24fcd065c" alt="The Post-Login Redirect page with Redirect techs on login switched on and one rule sending Everyone to the Helpdesk console app, above a Save Changes button." width="2368" height="1264" data-path="images/studio/settings/post-login-redirect.png" />
</Frame>

## Troubleshooting

<AccordionGroup>
  <Accordion title="“this domain is already configured for another organisation”">
    Another Triggr organisation uses it. Choose a different subdomain, such as `requests.yourmsp.com`.
  </Accordion>

  <Accordion title="“domain contains invalid characters” or “domain must contain at least a top-level domain (e.g., example.com)”">
    Enter only the host name, such as `forms.yourmsp.com`.
  </Accordion>

  <Accordion title="“Domain is misconfigured. Please add the DNS records below.” stays">
    Check the record matches the panel exactly. Debug Information lists the nameservers your domain uses: add the record at that provider, wait a few minutes and click Refresh.
  </Accordion>

  <Accordion title="Certificate says “No certificate yet. Please wait.”">
    It's issued after the domain verifies, usually within minutes. If your domain has CAA records, allow `letsencrypt.org`.
  </Accordion>

  <Accordion title="“Image must be less than 2MB” or “Display name cannot be empty”">
    Upload a logo under 2 MB, or fill in Display Name For Public Forms, then click Save Changes.
  </Accordion>

  <Accordion title="The homepage says “organization not found for this domain”">
    The address isn't your current Custom Forms Domain. Check it on Settings > Branding.
  </Accordion>

  <Accordion title="The homepage says “No forms available”">
    No form or app has List on Homepage on. With homepage sign-in, the person's Microsoft tenant must also match a client's `microsoftTenantId` variable.
  </Accordion>

  <Accordion title="An item says “Not listed on the homepage — it will be hidden on the portal.”">
    Turn on List on Homepage for it. An item marked “This form no longer exists.” was deleted: remove it from the category.
  </Accordion>

  <Accordion title="“Every category needs a title”">
    Name the empty category, or delete it with its bin icon, then click Save Changes.
  </Accordion>
</AccordionGroup>


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