AgencyAnalytics

Set up account-wide white label branding, including logos, colors, and login URLs, then customize and manage individual Clients using the Client Portal

White Label Branding Overview

Find answers to frequently asked white label and branding questions here!

White label FAQ

Change the default email address that reports send from by contacting our Support team then configuring web host DNS settings.

Set Up a Custom Email Address

This article covers how to set up a white label login URL, using a custom domain or subdomain, for your clients and staff in AgencyAnalytics.

Set Up a White-label URL (Custom Domain or Subdomain)

AgencyAnalytics Team

Learn how to brand client reports, update logos, color schemes, and more

Customize Your Branding

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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