# White Label

## What it does

Marketing agencies use white label to give **their own clients** a branded place to manage **reviews**, **ratings**, and **feedback**—without our branding showing through. You control how the portal looks and who may enter it; your clients focus on day-to-day **reputation** work inside the businesses you set up for them.

{% tabs %}
{% tab title="Agency customer" %}
You paid for an agency-style subscription and will spend most of your admin time under **Agency** in the console header after you upgrade.
{% endtab %}

{% tab title="Direct customer" %}
You run your own business inside a single account and never need this page—stay in your project menus for customers, review requests, and reviews.
{% endtab %}
{% endtabs %}

***

## How to use it

1. Move to an **agency plan** when you are ready to support several client businesses from one login.
2. Click **Agency** at the top of the console to open your agency workspace.
3. Before sending invites, add **Projects**—each row is usually one client business you operate for someone else.
4. Use **Clients** to email invitations so outside contacts may sign in only on **your** portal and only into the projects you picked.
5. Use **Team** for **your internal coworkers** who should see every client; keep paying portal users under **Clients** instead.
6. Choose **Settings**, **Appearance**, then **Domain** so your name, colors, footer text, and web addresses line up. Finish **Domain** early so links and invites stop pointing people at the default host.
7. When needed, open **Email** to edit notification wording, **External links** for extra sidebar shortcuts, or **Code editor** if you want finer layout tweaks—each screen matches the labels you already see.
8. If your plan shows extra automation choices under **Agency**, review what each screen offers. Turn off or renew anything you no longer recognize.

***

## What to expect

* Finished branding and domains mean invitation mail and the sign-in experience carry **your** company identity.
* Every portal user stays tied to the **projects** you assigned; they do not browse unrelated businesses.
* **Team** seats behave like staff backstage; **Clients** behave like customers in the house—keep those roles separate.
* Email and text **review requests** share **one account-wide allowance**. Lower busy outlets by opening each project’s **strategy** limits and setting daily or monthly caps so quieter clients still get airtime.

{% hint style="warning" %}
If **Domain** is unfinished, people may still pass through the default platform address. Finish domain setup in the Agencies part of this guide before polished onboarding.
{% endhint %}

***

## Tips & common questions

{% hint style="success" %}
Pair **one paying customer** with **one primary project** most of the time. Add more projects only when that relationship truly spans multiple locations or brands you bill separately.
{% endhint %}

{% hint style="info" %}
Invitations lapse after roughly **one week**, yet you can **resend** them anytime from **Clients** or **Projects**. Your customer always chooses their own password—you never receive it.
{% endhint %}

{% hint style="warning" %}
You **invoice clients yourself**. Pick whichever bookkeeping or card processor you already trust and set service prices on your own.
{% endhint %}

{% hint style="danger" %}
Removing or pausing the wrong **project** can halt live outreach for that business. Read the confirmation text slowly before you agree.
{% endhint %}


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