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Portal Translations

Override the customer-facing copy in your client portal

Most of the text your clients see in the Worklayer client portal can be replaced with wording of your own. Each piece of overridable copy has a stable translation key, such as Web.Dashboard.WelcomeMessage. When your workspace supplies a value for a key, the portal renders that value. When it does not, the portal falls back to the default listed on this page.

Overrides are scoped to a single workspace, so two workspaces on the Worklayer Platform can present entirely different copy from the same portal build. This is most often used to match the portal to your own brand voice, to describe your service lineup in your own terms, or to announce something to every client at once.

Requesting an override

Translation values are managed by the Worklayer team rather than through the Public API. To set, change, or clear a value, contact your Worklayer representative with the key you want to override and the text you want in its place. Changes take effect for new portal sessions shortly after they are applied.

Note

The portal currently resolves copy for the en_us locale only. Supplying a value for any other locale has no effect.

Fallback behavior

A key falls back to its default whenever your workspace has no value for it. An override set to an empty string is treated as absent, so a key whose default is non-empty cannot be blanked out by overriding it with empty text. If you want a piece of copy to read as nothing at all, ask for wording that is meaningful but minimal instead.

Keys whose default is listed as Empty behave the opposite way. They render nothing until your workspace supplies a value, which is how the announcement banner stays hidden for workspaces that never configure it.

Reference

The following keys are available. The default value is what an unconfigured workspace sees.

KeyDefault valueWhere it appears
Web.AnnouncementEmptyNotice banner pinned above the dashboard. The banner stays hidden until this value is set.
Web.Announcement.LinkEmptyOptional call-to-action link inside the announcement banner. See Announcement banner below for the value format.
Web.CallCenterHoursMonday - Friday, 9am - 5pm ESTPhone support hours, shown on the sign-in page, the magic link page, and the call assistance dialogs.
Web.Common.WorkspaceNameVaries by workspaceName shown as the sender of automated messages, and in the confirmation header of a completed job.
Web.Dashboard.Button.NewStart new serviceLabel of the button that starts a new service, shown to clients who already have at least one job.
Web.Dashboard.Button.New.CompactStart newShorter label for the same button on narrow screens.
Web.Dashboard.StartNowButtonStart nowLabel of the button that starts a service from a service card or from its details dialog.
Web.Dashboard.WelcomeMessageAccounting made easy. Start now or pick up where you left off.Dashboard introduction shown to a client who already has at least one job.
Web.Dashboard.WelcomeMessage.EmptyYour taxes, handled. Pick a service to get started.Dashboard introduction shown to a client who has no jobs yet.
Web.Onboarding.Advisory.DescriptionSchedule a call and get your questions answered from a Pro.Description of the Advisory service in the dialog for starting a new service.
Web.Onboarding.Tax.DescriptionQuickly file your personal or business taxes with expert support.Description of the tax filing service in the dialog for starting a new service.
Web.ServiceTypes.Bookkeeping.DescriptionKeep your finances organized and your books up-to-date.Description of the bookkeeping service in the dashboard service list.
Web.ServiceTypes.Bookkeeping.TitleBookkeepingName of the bookkeeping service in the dashboard service list.
Web.ServiceTypes.Consultation.DescriptionSchedule a call and get your questions answered from a Pro.Description of the Advisory service in the dashboard service list.
Web.ServiceTypes.Consultation.TitleAdvisoryName of the Advisory service in the dashboard service list.
Web.ServiceTypes.Misc.DescriptionExplore additional services tailored to your needs.Description of the other services entry in the dashboard service list.
Web.ServiceTypes.Misc.TitleOther servicesName of the other services entry in the dashboard service list.
Web.ServiceTypes.Tax.DescriptionFile your personal or business taxes with expert support.Description of the tax filing service in the dashboard service list.
Web.ServiceTypes.Tax.TitleTax filingName of the tax filing service in the dashboard service list.

Announcement banner

The announcement banner is a dismissible notice pinned above the dashboard. It is the only piece of portal copy that is off by default: setting Web.Announcement to any non-blank text turns it on for every client in your workspace, and clearing the value turns it off again. Clients can dismiss the banner for the current session, and it returns the next time they load the portal.

Web.Announcement.Link adds an optional link to the end of the banner text. Its value is the link label and the destination separated by a pipe character:

text
Copied
1Read the announcement|https://example.com/tax-season-2027

The destination must either begin with http:// or https://, in which case it opens in a new tab, or begin with /, in which case it is treated as a route inside the portal:

text
Copied
1View your documents|/jobs

If the value does not contain a pipe character, or the destination does not match either form, the banner renders the text without a link.

Service lineup copy

Two sets of keys describe your service lineup, and they cover different surfaces:

  • Web.ServiceTypes.* covers the service list shown on the dashboard to a client who has no jobs yet. Both the name and the description of each service are overridable.
  • Web.Onboarding.* covers the dialog that opens when a client who already has a job starts another one. Only the tax filing and Advisory descriptions are overridable here.

Because a client sees one surface or the other depending on whether they already have a job, override both sets when you rename a service. Otherwise the same service can appear under your wording in one place and the default wording in the other.

Note

Only the services your workspace has published appear in either list, so overriding a key for a service you do not offer has no visible effect.

Workspace name

Web.Common.WorkspaceName is the one key whose default is not fixed text. It falls back to the name of your workspace, so it only needs an override when you want automated messages and job confirmations to use a different name than the workspace itself carries.

Last updated on August 26, 2026