UNDER DEVELOPMENT
OCTOBOARD
PRECIO
SESIÓN
OBTENGA OCTO GRATIS
OBTENGA OCTO GRATIS

WHITE LABEL SUBDOMAINS: CREATING CLIENT PORTALS

AREAS
ALL
CLIENT MANAGEMENT
DATA
FEATURES
HOW TO
INTEGRATIONS
MISC
PURCHASING
SHARING DATA
TRIAL
ALSO ASKED
Clic para más detalles...
What products do you offer?
#purchasing #discount #payment #buy #vat #credit #card #invoice #billing #subscription #dollars #euro #paypal #wire #transfer #tax #pricing #products #price #tutorial
Clic para más detalles...
What subscription or plan is best for me?
#purchasing #discount #payment #buy #vat #credit #card #invoice #billing #subscription #dollars #euro #paypal #wire #transfer #tax #pricing #products #price #tutorial
Clic para más detalles...
How to connect my first app?
#connect #xero #data #tutorial #getting #start #using
Clic para más detalles...
Can I create multiple clients in Octoboard?
#multiple #client #users #groups #invite #admin #expert #viewer #roles #tutorial
Clic para más detalles...
Do you support multiple user groups?
#multiple #client #users #groups #invite #admin #expert #viewer #roles #tutorial
Clic para más detalles...
How to share data with clients and internal teams?
#sharing #data #tutorial
Clic para más detalles...
How can I schedule a report?
#schedule #report #send #email #automatic #pdf #tutorial
Clic para más detalles...
How to send automatic PDF report by email?
#schedule #report #send #email #automatic #pdf #tutorial
Clic para más detalles...
How to create client portals with Octoboard?
#white label #client #portal #sharing #subdomain

Client portals using white label subdomains

You can create dashboards and reports and use them to build client portals on your own website. With Octoboard you can create login page on a subdomain of your website, for example: client-portal.yourwebsite.com. All references to Octoboard will be removed. Clients will experience seamless transition from your site to Octoboard-powered subdomains with white label logins.

White label subdomains is a free add-on feature available in all premium Octoboard accounts. Subdomain is configured in the main organisation and is only done once. There is no need to configure subdomain for every client. All clients will be invited to login at the same subdomain address that you will specify. To configure this feature, please go to your main organisation (top client in the list) and click on "White Label" tab. Follow these 3 steps to enable it:

STEP 1: Create a ‘CNAME’ DNS record using your Custom Domain and point it to ‘app.octoboard.com’ or 'agency.octoboard.com'

There is a number of Youtube tutorials that show how to configure CNAME. Check that your CNAME configuration is working by visiting this link: https://dnschecker.org/#CNAME

STEP 2. Wait for the DNS changes to propagate and use dnschecker.org to verify it.

Make sure that dnschecker.org shows that your subdomain is pointing to either app.octoboard.com or agency.octoboard.com before proceeding to STEP 3. Octoboard has no control over CNAME configuration of your domain.

STEP 3. Wait and check that your new subdomain shows Octoboard application login.

Initially you will see the following message: No application registered for host 'subdomain.yourdomain.com'. This is normal. Octoboard platform will create a SSL certificate for your new domain. The process is automatic but it may take up to 24 hours.

If you want to send a link to your portal in a different language, use "lang" parameter at the end of the url when sharing the link. For example, https://client-portal.yourwebsite.com?lang=es will show your portal in Spanish. Available languages are: English (en), Spanish (es), Portuguese (pt), Italian (it), German (de), Dutch (nl), Russian (ru) and French (fr).

For more information about sharing data in Octoboard, please read our tutorial Sharing data with clients and internal teams

Octoboard Logo
SUSCRÍBASE A NUESTRO BOLETÍNConstruimos tableros de redes sociales y negocios, y plataformas de análisis de datos. Obtenga acceso temprano y pocas actualizaciones molestas por email.
EN
FR
ES
PT
NL
DE
IT
Sociogram - LinkedInSociogram - FacebookSociogram - TwitterSociogram - Google PlusSociogram - VKontakteSociogram - PinterestSociogram - Instagram
Octoboard - datos para su negocioOcto Ltd Logo