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How to create a new White-label?
How to create a new White-label?

White-labeling allows you to customize reports and dashboards under your brand identity

Robert Garcia avatar
Written by Robert Garcia
Updated over a month ago

How to Create a New White-label in Zutrix

White-labeling allows you to customize reports and dashboards under your brand identity. Follow these steps to set up a new white-label in Zutrix:

Step 1: Access White-label Settings

1. Navigate to the Settings tab in your account dashboard.

2. Select the White-label section from the settings menu.

Step 2: Initiate White-label Creation

1. Click the Create New White-label button.

Step 3: Configure White-label Details

1. White-label Name:

• Enter the name you want for your white-labeled project or company.

2. Company Name:

• Add your company’s name as it should appear in the reports and dashboards.

3. Logo:

• Upload your company logo in PNG format (maximum size: 5 MB).

4. Report Text:

• Add a custom message or tagline that will appear in reports (maximum 500 characters).

Step 4: Customize Branding

1. Primary and Secondary Colors:

• Set the primary and secondary colors to match your company’s branding.

• Use the color picker or enter the HEX color codes.

2. Activate White-label:

• Toggle the Activate White-label option to enable branding settings.

Step 5: Set Allowed Domains (Optional)

• If you want to restrict the white-label feature to specific domains, enter the allowed domains in the Allowed Domains field.

• Click the + button to add multiple domains.

Step 6: Save and Apply

1. Review all the details to ensure accuracy.

2. Click the Save Changes button to finalize and activate the white-label settings.

Benefits of White-labeling

• Personalizes reports and dashboards with your company branding.

• Provides a professional and seamless experience for your clients.

• Builds trust and enhances your brand reputation.

Your white-label settings will now apply to all future reports and client-facing dashboards, ensuring a fully customized experience.

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