White Labeling
White Labeling allows you to customize and rebrand the platform for your clients or organization. Create fully branded instances with custom logos, colors, domains, and configurations. Each white label instance operates independently with its own branding, workspaces, and data, making it perfect for agencies managing multiple clients or organizations offering the platform as a service.
Understanding White Labeling
White Labeling enables you to create fully customized instances of the platform with your own branding and configuration.
Branding
Customize logos, colors, and visual elements to match your brand or your client's brand identity.
Custom Domains
Configure custom domains for white label instances, providing a fully branded experience for end users.
Data Isolation
Each white label instance operates independently with its own data, workspaces, and configurations.
Common Use Cases
Agency Services
Agencies can provide white-labeled solutions to multiple clients, each with their own branded instance. Perfect for marketing agencies, call centers, or service providers.
Multi-Tenant SaaS
Organizations offering the platform as a service can provide each customer with a fully branded instance, creating a seamless branded experience.
Brand Consistency
Maintain brand consistency across all client touchpoints. White-labeled instances ensure clients see only your brand, not the underlying platform.
Client Separation
Provide complete data isolation between clients. Each white label instance operates independently, ensuring privacy and security.
Key Benefits
Complete Branding
Fully customize the platform's appearance with your logos, colors, and branding. Create a seamless branded experience for your clients.
Data Isolation
Each white label instance operates independently with complete data isolation. Client data is completely separated and secure.
Custom Domains
Configure custom domains for each white label instance, providing a fully branded URL and experience for end users.
Independent Configuration
Each white label instance can have its own configuration, settings, and default resources. Customize each instance to client needs.
White Label Management
Create, configure, and manage white label instances for your clients or organization.
Creating a White Label Instance
Follow these steps to create a new white label instance:
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Navigate to White Labeling: Go to Admin → White Labeling (or the appropriate admin section).
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Click Create: Look for the Create or Add White Label Instance button.
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Fill Required Details: Enter white label instance information (name, domain, branding details, etc.).
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Configure Branding: Upload logos, set colors, and customize visual elements.
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Set Default Resources: Optionally configure default workspaces or resources to seed the instance.
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Save and Activate: Save the white label instance and activate it. The instance will be available at the configured domain.
Editing White Label Instances
You can modify existing white label instances:
- Go to Admin → White Labeling
- Find the white label instance you want to edit
- Click Edit for that instance
- Modify branding, configuration, or settings as needed
- Save changes - updates take effect immediately
Note: Some changes (like domain configuration) may require DNS updates or additional configuration. Review documentation for specific requirements.
Deactivating or Deleting Instances
Manage instance lifecycle:
Deactivate
Temporarily disable a white label instance without removing it. The instance becomes inaccessible but data is preserved.
Use when: Temporarily suspending service or maintenance periods.
Delete
Permanently remove a white label instance and all associated data. This action is typically irreversible.
Use when: Client relationship has ended and data retention is no longer required. Consider data backup before deletion.
Important: Deleting a white label instance permanently removes all data associated with it. Ensure you have backups if data may be needed in the future. Review data retention policies before deletion.
Branding & Customization
Each white label instance can have its own complete branding and visual customization.
Branding Elements
Customize these branding elements for each white label instance:
Logos
Upload custom logos for the platform header, login page, and email templates. Logos should be high-quality and properly sized.
Colors
Customize color schemes including primary colors, accent colors, and background colors to match brand guidelines.
Favicon
Set custom favicon (browser tab icon) for the white label instance. This appears in browser tabs and bookmarks.
Email Branding
Customize email templates with branded headers, footers, and styling. Ensure emails match the white label brand.
Custom Domains
Configure custom domains for white label instances:
Domain Configuration Steps
- Obtain Domain: Ensure you have access to the domain you want to use for the white label instance
- Configure DNS: Set up DNS records (typically CNAME or A records) to point the domain to the platform's servers
- Enter Domain in Platform: Enter the custom domain in the white label instance configuration
- SSL Certificate: Configure SSL certificate for the custom domain to enable HTTPS (required for security)
- Verify Configuration: Test the domain to ensure it resolves correctly and SSL is working
DNS Configuration: DNS changes can take up to 48 hours to propagate. Plan accordingly when setting up custom domains. Work with your DNS provider or IT team to configure records correctly.
Default Resources
Seed white label instances with default resources to get started quickly:
Common Default Resources
- Default Workspace: Create a default workspace for the white label instance to get started immediately
- Sample Templates: Include sample templates or content to help users understand platform capabilities
- Example Contacts: Optionally include example contacts or data for demonstration purposes
- Configuration Presets: Set default configuration values that match the client's needs or industry standards
Best Practices
Branding
- High-Quality Assets: Use high-resolution logos and images. Low-quality assets look unprofessional and damage brand perception.
- Consistent Branding: Ensure all branding elements (logos, colors, fonts) are consistent across the white label instance.
- Brand Guidelines: Follow brand guidelines when customizing. Maintain consistency with other brand touchpoints.
- Test Across Devices: Test branding across different devices and browsers to ensure it displays correctly everywhere.
Instance Management
- Organize by Client: Create separate white label instances for each client to ensure complete data isolation and branding.
- Document Configuration: Document each white label instance's configuration, domain, and settings for reference and disaster recovery.
- Regular Backups: Regularly backup white label instance data and configurations. This enables quick recovery from failures.
- Monitor Usage: Monitor white label instance usage and performance to identify issues early and optimize resources.
Security & Access
- Restrict Access: Limit white label management to authorized administrators only. This prevents unauthorized changes.
- Data Isolation: Ensure complete data isolation between white label instances. Never share data between instances.
- Secure Domains: Always use HTTPS for custom domains. Configure SSL certificates properly to ensure secure connections.
- Regular Audits: Conduct regular audits of white label instances to ensure they're properly configured and secure.
Troubleshooting
Cannot create white label instance
Checklist:
- Check permissions: Ensure you have the necessary permissions to create white label instances. Typically requires Super Admin or admin-level access.
- Verify account status: Check that your account is in good standing and has access to white labeling features.
- Review requirements: Ensure all required fields are filled correctly. Some fields may have specific format requirements.
- Check limits: Verify you haven't exceeded any limits on the number of white label instances you can create.
Custom domain not working
Checklist:
- Verify DNS configuration: Check that DNS records are correctly configured. Ensure CNAME or A records point to the correct servers.
- Wait for propagation: DNS changes can take up to 48 hours to propagate. Wait and check again if recently configured.
- Check SSL certificate: Verify that SSL certificate is properly configured for the custom domain. Invalid certificates will cause connection errors.
- Test DNS resolution: Use DNS lookup tools to verify the domain resolves correctly to the expected IP addresses.
- Review domain configuration: Double-check that the domain is correctly entered in the white label instance configuration.
- Contact support: If DNS is correctly configured but domain still doesn't work, contact support for assistance.
Branding changes not applying
Solutions:
- Clear cache: Clear browser cache and cookies. Cached assets may prevent new branding from displaying.
- Hard refresh: Perform a hard refresh (Ctrl+F5 or Cmd+Shift+R) to force the browser to reload assets.
- Verify upload: Ensure branding assets (logos, images) were uploaded successfully. Check file sizes and formats.
- Check file formats: Verify that uploaded files are in supported formats (e.g., PNG, JPG for images).
- Wait a moment: Sometimes changes take a few moments to propagate. Wait a minute and refresh.
- Verify instance: Ensure you're viewing the correct white label instance. Different instances have different branding.