Setting up your agency branding

Step-by-step instructions

1. 1

   Open Settings → White Label

   Go to Settings and open the White Label tab.

2. 2

   Add your agency details

   Enter your agency name, website URL, and support email. These appear in report footers and client portal headers.

3. 3

   Report subdomain

   Set the subdomain your shared reports are served from. Changing your agency name does not change it, and previously shared links keep working.

4. 4

   Custom domain

   To serve reports from your own domain, add the custom domain here, point a CNAME record at the address shown, and add the TXT verification record shown alongside it.

5. 5

   Client portal

   Your client portal URL is built from your workspace slug, which you set under Settings → Account.