White Label and Brand Your Portal

Background & Purpose

White labeling your portal inside the LeadIndicator platform. It includes instructions for uploading a logo, customizing brand colors, adding a white label domain, and embedding a documentation page. This ensures your portal reflects your own branding across all client-facing touchpoints.

Step-by-Step Instructions

1. Access Your Workspace Dashboard

2. Upload Your Logo

  • Navigate to the Branding tab

  • Click on the logo upload section

  • Upload your logo file (any format or size is accepted)

  • Once uploaded, it will update dynamically across your portal

Branding

3. Customize Your Brand Colors

  • Still under the Branding tab

  • Choose a new primary brand color (e.g., green)

  • Click Update Branding

  • The new color applies globally across your workspace and sub-accounts

Branding Colors

 

4. Configure Your White Label Domain

  • Still in the Branding tab, scroll to the Domain section

  • Input your custom domain

Domain

  • Set the required A Record in your domain provider (e.g., 72.72.71.71)

  • Wait for DNS propagation and confirm the domain is connected

  • Customize:

    • Favicon

    • Page title

    • iFrame embed (e.g., landing pages)

5. Add Documentation URL (Optional)

  • In the Branding tab, find the hidden option for documentation

  • Paste the link to your documentation page

  • Click Update Branding

  • Sub-accounts will now see a new "Docs" button that links to this page


FAQs

Q: What file types are supported for logos?
A: PNG, JPEG, GIF — any image format.

Q: Do I need a specific logo size?
A: No, any size works. Square is recommended but not required.

Q: Can I embed a landing page?
A: Yes, you can use an iframe to embed custom landing pages.

Q: Is the documentation button visible to all users?
A: Only if a URL is provided — then it appears in the sub-account view.


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