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WHITE LABEL SUBDOMAINS: CREATING CLIENT PORTALS

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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 available in any premium Octoboard account. Go to your main organisation (top client in the list) and click on "White Label" tab to configure your subdomain. Do the following to enable it:

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

2. Wait for an hour or more for the DNS changes to propagate.

3. Check that navigating to your Custom Domain shows Octoboard application login.

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

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