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White-label Settings

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White Label Settings

White label settings let your agency brand the client-facing portal and reports, and optionally send reporting emails from your own domain. These settings are shared across your whole team, so once they’re configured, everyone sees the same branding.

What White Label Settings control

Client-facing branding

  • Client Portal header (logo, title, subtitle)
  • Favicon
  • Brand color
  • Footer link to your Terms & Conditions (optional)

Reporting branding

  • PDF report logo, title, subtitle
  • Report “From” details and reply-to behaviour

Email sending (optional)

  • Custom domain used for reporting
  • “From email” associated with that domain (for automated reports)

Where to find it

  1. Go to My Account (top right)
  2. Open White Label Settings (or White Label Reporting, depending on your current menu label)

Permissions and edit locking

Who can edit

  • Any team member can edit White Label Settings (not just admins)

Edit lock

  • When one person saves changes, settings are locked for 5 minutes
  • This prevents two people editing at the same time and overwriting each other

If you’re setting up a customer together, decide who will make the edits to avoid the lock interrupting you.

Settings reference

1) Custom Domain (for reporting)

What it does

  • Sets the domain used in white label reporting and client-facing report links
  • Enables sending reports using your domain (when combined with From Email)

Best practice

  • Use a domain your agency controls, commonly a subdomain like:
    • reports.youragency.com
    • seo.youragency.com

2) From Email (for automated reports)

What it does

  • The automated report emails can be sent using your agency email address
  • This is used for scheduled reports sent to clients

Notes

  • Typically used for weekly or monthly report emails
  • Keep it consistent with your client communication, for example:
    • reports@youragency.com
    • seo@youragency.com
image

3) Portal and Report Branding

These settings affect both:

  • The Client Portal
  • PDF reports

Logo

  • Upload your agency logo
  • Recommendation: square logos display largest in the portal and reports

Title

  • Usually your agency name, or your reporting product name

Subtitle

  • Optional, often used for a short tagline (example: “SEO Reporting Dashboard”)
image

4) Favicon

What it does

  • Controls the small icon shown in the browser tab for the Client Portal

Tip

  • Use a simplified mark, not a detailed full logo

5) Brand Color

What it does

  • Applies your brand colour across key UI elements in the white label portal and reporting experience

Tip

  • Use your primary brand colour with good contrast on white backgrounds

6) Terms & Conditions URL (optional)

What it does

  • Adds a footer link in the portal (and can be used in reporting contexts)
  • Useful for disclaimers and client-facing legal links

Tip

  • Link to a stable public URL on your site

What changes for your clients

Once configured, your clients will see:

  • A white-labeled client portal with your branding
  • No Adaptify branding shown in the portal or reports (when white label is enabled)
  • Reports that visually match your agency branding

Common setup checklist

Use this as a quick “done” list:

Upload logo (square or rectangular preferred)
Set portal/report title (usually agency name)
Add subtitle (optional)
Add favicon
Set brand colour
Add Terms URL (optional)
Set custom domain (optional, recommended, prerequisite for “from email”)
Set from email (optional, recommended)

Troubleshooting

“I can’t find these settings”

Whitelabel settings are not available on all plan, make sure you are on the correct plan by visiting the pricing page.

“I can’t edit the settings”

  • Another team member likely saved changes recently. White label settings lock for 5 minutes after edits.

“Our logo looks tiny”

  • Try a square, or rectangular logo with a ratio of 2:1 or lower or a simplified mark with less whitespace.

“I can’t set up an email address”

  • You need to set up a custom domain, and have it verified first.
    • A from email on that domain

On this page

  • White Label Settings
  • What White Label Settings control
  • Where to find it
  • Permissions and edit locking
  • Settings reference
  • 1) Custom Domain (for reporting)
  • 2) From Email (for automated reports)
  • 3) Portal and Report Branding
  • 4) Favicon
  • 5) Brand Color
  • 6) Terms & Conditions URL (optional)
  • What changes for your clients
  • Common setup checklist
  • Troubleshooting
  • “I can’t find these settings”
  • “I can’t edit the settings”
  • “Our logo looks tiny”
  • “I can’t set up an email address”
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