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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. 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 subdomain. 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

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