Getting Started with Centralyn: Your First Client Portal
What is Centralyn?
Centralyn gives agencies, accountants, and consultants a branded client portal — no more scattered WhatsApp messages or lost emails. In under 10 minutes, you can have a professional portal live with your logo, colors, and domain.
Step 1: Create Your Organization
After signing up, you'll create your organization workspace. This is where all clients, projects, and documents live. Choose your company name and subdomain — this becomes yourname.centralyn.com.
Step 2: Upload Your Branding
Head to Settings → Branding and upload:
- Your logo (dark and light variants)
- Primary and accent brand colors
- Favicon
Your portal instantly reflects your brand. No coding needed.
Step 3: Invite Your Team
Add team members from Settings → Team. Each member can have:
- Admin: Full access to settings and billing
- Manager: Can manage clients and projects
- Member: Can view assigned clients and projects
Step 4: Add Your First Client
Navigate to Clients → Add Client. Fill in their company name, contact details, and they'll receive an invitation email with a magic link to access their branded portal.
What Your Client Sees
Your client logs into a portal that looks like your company:
- Your logo and colors
- Their project status and updates
- A document library with shared files
- A messaging interface for direct communication
Pro Tips
- Document templates: Create reusable templates for common requests like tax forms or contracts
- Status updates: Post regular updates so clients stay informed without pinging you
- Custom domain: Upgrade to use your own domain instead of
yourname.centralyn.com