White-Label Quickstart

White-Label Quickstart A focused, six-step path from "I just upgraded to Agency" to a fully branded platform your first client can log in to. No rabbit holes, no advanced settings — just the shortest line between a generic dashboard and a product that looks like yours . Each step has a time estimate and a link to the deeper page if you want more detail later. Plan for about half an hour of your time, plus up to an hour of waiting for DNS to go live in the background. If you hit a wall on any step, skip ahead — you can come back to it. What you'll have at the end Your own custom domain (for example, app.youragency.com ) pointing at the platform A valid security certificate (the padlock icon in the browser) Your company name, logo, icon (favicon), colours, and SEO text replacing the defaults A clear decision made on how you'll onboard clients (managed vs. reselling) One test sub-account logged in at your custom domain Once that's working, every new client gets the same branded experience automatically — you only do this setup once. Before you start You need to be on the Agency subscription tier. White-labeling is not available on lower tiers. If you're not on Agency yet, go to Settings → Billing (under Workspace) and upgrade first — the White Labeling entry won't appear under Settings → Advanced until you do. You'll also need: A domain you own (or a subdomain on a domain you own). Most agencies use something like app.youragency.com rather than the bare youragency.com , so the m