Customize Your Portal

Boarbs branding is spread across a few settings areas, but the model is straightforward once you know where each decision lives.

General Branding Settings

Open Settings → General for the workspace-level public setup.

This is where you manage:

• organization logo
• organization name
• primary color
• email theme
• Remove Boarbs branding on outbound emails (Pro)
• guest interactions

These settings shape the overall look and behavior of the hosted portal.

Board-Level Customization

Open Settings → Boards when you want to customize how individual boards feel.

For each board, you can control:

• name
• description
• icon
• visibility (PUBLIC or PRIVATE)

This is the right place to make boards understandable to users before you share them.

Roadmap-Level Customization

Open Settings → Roadmaps when you want the public planning view to feel intentional.

For each roadmap, you can control:

• name
• description
• icon
• visibility
• sorting
• columns and their visibility
• filters that decide which posts appear

This matters more than color tweaks once customers actually start relying on the roadmap.

What to Customize First

If you are just launching, prioritize in this order:

1. logo
2. organization name
3. primary color
4. board names and descriptions
5. roadmap names and visibility
6. guest interaction rules

That sequence produces the biggest public quality jump with the least effort.

Keep the Public Experience Clear

A good branded portal is not only about aesthetics.

It should also be:

• easy to understand
• consistent with your product language
• clear about what is public and what is internal
• simple enough that users know where to click first

Common Customization Mistakes

• keeping internal board names public
• publishing too many boards too early
• using vague roadmap names
• changing colors before fixing structure and copy
• forgetting that guest interaction rules affect the whole public workflow

What Boarbs Does Not Yet Expose as a Simple Branding Toggle

Today, Boarbs does not provide a dedicated editor for:

• custom footer links
• an organization-level fixed portal language
• a self-serve CSV importer

Those topics still have workable guidance, but the workflow is not a single toggle in the UI.

Next Steps

• Set Up Your Workspace Domain — Understand the URL structure behind your public portal
• Email Footer and Branding — Keep or hide the Boarbs email footer
• Add Footer Links — Plan the supporting links around the portal
• Portal — See how the customized public experience behaves