Where it appears
- Every report you generate, read through its link.
- Every page of the client portal.
Setting it up
Open Workspace settings and go to White label.
Press Save white label.
Reports keep the branding they were made with
Saving says it plainly: “Saved. New reports use it; reports already generated keep theirs.” To put new branding on a report you have already sent, open that month on Reports and press Regenerate. The link stays the same.What branding cannot change
The figures, their ± ranges, the labels on them and the “How to read this” definitions are the same for every agency. White label changes the frame around the numbers, never the numbers.Who can change it
Only an owner or admin. Everyone else sees the values read-only, with a line saying who can change them.Related
Reports and share links
Generate and send a branded report.
The client portal
Where your contact and logo greet your client.
Workspace settings
Every section of the screen white label sits on.