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Set up a white label URL (custom domain or subdomain)
Set up a white label URL (custom domain or subdomain)

Admins can create a custom URL where staff and client users can log in to the dashboard

Mikel avatar
Written by Mikel
Updated over 2 months ago

Set up a custom domain or subdomain for clients and staff

Using a white labeled login URL for your clients and staff is a great opportunity to showcase your brand. Custom subdomains are available on all plans, while custom domains are only available on some plans.

White label settings are only available to the Admin user of your subscription.

How to set up a white label URL

First, navigate to settings via the sidebar on the left, then select Login/Domain from the settings page menu.
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On this page, specify a "Site Name". The name that you enter here will be used as the title in the browser tab for your custom URL and will also appear in the footer of your report emails.

How to set up a custom domain

First, navigate to your White Label URL settings by clicking Settings in the left sidebar, then selecting the white label settings you're changing, in this case Login/Domain.

Now on the Login/Domain white label page, tick the radio button for "Custom Domain" and enter the domain name that you'd like to use in the box provided.

This URL should be in an FQDN (fully qualified domain name) format, such as reports.mysite.com (or .net/.org/.ca etc.) and it must be a URL that you actually own.

Then, follow the instructions provided in the interface to configure the domain through your web host. Be sure to save your changes before you exit this screen.

For your convenience, here are the instructions that you'll find in the interface:

  • Create a 'CNAME' record using your desired hostname (eg clients.yourdomain.com)

  • Point the CNAME to 'cname.clientseoreport.com'

  • Wait an hour or more for it to propagate

  • Once complete, accessing this domain should redirect to your client access area

Please be aware that creating a redirect is not the same thing as creating a CNAME record.

How to set up a custom subdomain

First, navigate to your White Label URL settings by clicking Settings in the left sidebar, then Login/Domain from the menu on this page.

Next, to create a custom subdomain, tick the radio button for "Subdomain" and then enter an address that you'd like to use in the box provided.

Most agencies enter their agency name in the subdomain field and remove any hyphens that auto-populate.

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