Step 1: Customise

The Codat Link site is the only place where your clients (or CompaniesCompanies - Businesses (typically SMEs) whose financial data are being connected to via the Codat Portal. As a user of the Codat Portal, companies are your customers.) will be directed to during their first encounter with the Codat Portal.

By customising the customer-facing Codat Link, you can create a unique experience for each of your clients. You can easily define the design of the Link by:

  • Adding your company colours
  • Applying your company branding
  • Configuring a redirect for your company
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Link Site

Add your company colours

  1. Go to Authorisation Flow.
  2. Go to Colours and enter colour codes for the interface/interface components.
  3. Fill in other details.
  4. Save your changes.

Apply your company branding

  1. In the left pane, select Account > Profile.
  2. If you haven't already, in the Company Name box, enter your organisation's name. This is displayed on the Link site when your customers connect their accounting platforms to Codat.
  3. In the Upload Image section, choose a file to upload.
  4. Scroll down to the Icon URL section and in the Upload Image section, choose a file to upload.
  5. Save your changes to complete your setup.

Configure a redirect for your company

You can choose which page your customers will be sent to after they have authorised their connection to the Codat Portal.

  1. Go to Authorisation Flow.
  2. In the Authorisation Complete Redirection Url box, enter the website address you want to redirect customers to.
  3. Scroll up the page and Save Changes.

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Codat offers many other ways to tailor the Portal to your needs:


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