White‑label Options

Make client‑facing areas reflect your brand with a custom domain and logo.

Custom domain #

• Add your company domain in Whitelabel Settings.
• Once connected, client‑facing pages (like the Client Portal) use your domain.

Branding #

• Upload your logo to display in navigation and headers on client‑facing pages.
• Your domain name is shown alongside the logo where applicable.

Notes

• DNS/SSL setup is handled during connection; you’ll see prompts if action is needed.
• You can update the logo or name later from Whitelabel Settings.