White Label and Brand Your Portal

White Label and Brand Your Portal

Background & Purpose

White labeling your portal so it reflects your own branding across every client-facing touchpoint — your logo, colors, and browser tab icon.


Step-by-Step Instructions

1. Access Agency Settings

  • Switch to Agency mode using the toggle at the top of the left sidebar (next to Client).

  • Click your account name at the bottom-left of the sidebar (e.g., "AI Developer").

  • Select Settings from the menu that pops up.

3. Set Your Favicon

  • Under Tab / Favicon, click Change to upload the small icon that appears in the browser tab.

4. Customize Your Brand Colors

  • Set your Primary color and Accent color using the hex fields (or the color picker).

  • The preview bar below shows how the two colors blend across your theme.

  • Click Save Branding to apply the colors across your workspace and sub-accounts.

FAQs

  1. What file types are supported for the logo? Not confirmed yet — flag for follow-up once you've tested an upload.

  2. Do logo and favicon apply immediately? Once saved, they should update dynamically across the portal.

  3. Does this affect my sub-accounts/clients too? Yes — Primary/Accent colors apply globally across your workspace and sub-accounts.


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