Configure your white-label account
This article covers the following topics which will help you adjust your white label configuration so that it matches your needs:
- Changing general settings
- Changing tracking & widgets
- Enabling AI Assist
- Changing URL shortening
- Changing API details
Accessing the white-label settings
- To access the 'White Label settings' area, you must be logged in as an Admin on your white label. Once you are, select Settings > White Label Settings from the menu.
- The 'Company details' section, where you can change the general settings for your white label, will be selected by default.
- Select the System configuration option from the menu to the right of the page.
General Settings
- The 'Default language' field allows you to set which language your dashboard will be displayed in.
Note: This will be applied to all users in your white-label account, as this cannot currently be set individually for each user account.
- Under the 'Support URL' field, you can add a support site or page you've created for your users or an email address to which support queries from your users should be directed. This should be an email address for your company. If needed, you can then contact our support desk for assistance addressing user queries and issues. If you include an email address, please insert a mailto tag, e.g. mailto:name@company.com.
Tracking & Widgets
- You can add your 'Google Analytics tracking ID' to collect information about how your users are using your white-label account.
- If you'd like to add a feature like a chat or another type of widget, you can add the necessary HTML code into the 'Custom widget code' field by clicking the 'Edit widget code' link underneath and adding your code in the dialogue box presented.
Note: Your white-label account may not be compatible with all widgets. You will be able to preview a version of your white label with the widget applied, but if it's not compatible, an error message will be returned. If this happens, please contact us with the widget code you tried to add, and we will advise you further.
AI Assist
By default, AI Assist is not enabled on white-label accounts. To provide this feature to your clients, you must enable it here.
URL shortening
- If you'd like to set a default shortener on your white label, you can select this under the Default URL Shortener dropdown. Users can still set the shortener they want to use individually under their own user accounts.
- If you have an account with Bit.ly and have Bit.ly set as your default shortener, you can add in your Bit.ly account details so that your links are shortened with a vanity URL if you've paid for this on your Bit.ly account and can track links through your Bit.ly account.
API details
- The 'API details' field displays API details you can use when making calls to our API. We currently only support SSO integration via our API. Please contact your sales agent or customer success manager to discuss access.
- Once you've made any necessary updates, select the Save button to ensure your changes are reflected.
Have more questions?
We'd be happy to help!
Please submit a support ticket with your questions. Providing screenshots or a video to explain what you expected or wanted will help get answers more quickly!