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CREATING CLIENT PORTALS WITH WHITE LABEL SUBDOMAINS

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Creating client portals with 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. 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 so for the DNS changes to propagate.

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

Note that the above change may take up to 48 hours to take effect. This time is required for DNS servers to update their configuration.

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

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