White-label portal
Give clients a read-only Trakkr under your agency name, on your own domain.
The white-label portal is a read-only Trakkr under your agency name. Clients sign in on your own domain, see only the brands you grant, and never reach your Agency workspace or another client's data.
Use it for a retainer client who wants a live login instead of a monthly PDF. Almost everything a client sees is set once for the whole portal. Only brand access and export are set per client.
White-label is included with Scale.
What a client sees
A portal client gets your branded sidebar, a brand switcher when you grant more than one brand, and whichever pages you leave visible. Dashboard, Prompts, Citations, and Competitors are always on. Reports and Perception are on by default. Pages, Results, and Documents are off until you turn them on.
The portal is read-only. A client can read the data in front of them, and export it when you allow that. They cannot edit prompts, add competitors, change brand settings, start a check, or invite anyone. Every configuration control stays in your own account.
There is no Trakkr mark anywhere in the portal. The sidebar, the login page, the tab icon, and the two client emails (the invite and the password reset) carry your name, logo, and accent color.
Brand access and group access
An invite grants either named brands or one brand group. The two are mutually exclusive in the invite form.
| Access shape | What the client sees | When to use it |
|---|---|---|
| Selected brands | Exactly the brands on the invite | A client with a fixed set of brands |
| A brand group | Every brand in the group, including ones you add later | A client with locations or products that move together |
Selecting several brands creates one invite record per brand, all pointing at the same login, each carrying its own export setting. A group invite is a single record that follows the group.
Client logins are separate from team seats. A portal client is not a team member, does not appear in Settings → Team, and does not consume a seat. Trakkr blocks an invite to an email that already belongs to a Trakkr team member, so pick a different address for internal tests.
Where you configure it
Open Settings: White-Label. The tab appears for team owners and admins on an eligible account. Domain setup sits in a banner at the top, and the rest is seven sections.
| Section | What it holds |
|---|---|
| Branding | Portal name, logo, favicon, accent color, login headline and tagline |
| Clients | Invites, client list, per-client export, revoke |
| Features | The portal menu, client-facing feature names, the export permission |
| Onboarding | Welcome message, methodology text, feature tooltips, help URL, support email |
| Footer | Up to four footer links and the copyright line |
| Your sending domain, from name, reply-to, previews and test sends | |
| Logs | Portal activity, filters, CSV export, and retention |
Until your first client exists, a Set up your client portal card replaces the domain banner and tracks three steps: brand the portal, connect the domain, invite the first client.
Access and billing
White-label is included with paid Scale, and with Enterprise contracts that carry it. The old per-brand add-on no longer exists. Inviting a client does not change your bill, and a second client on the same brand does not either.
An active Scale trial opens the internal Agency workspace but not a client-facing portal. That is deliberate: a trial should not publish a portal that disappears when the trial ends. Client-facing access needs paid Scale or an equivalent contract.
A safe launch order
- 1.Set the portal name, logo, favicon, and accent color under Branding.
- 2.Connect the custom domain and wait for the banner to read Custom domain active. Trakkr blocks client invites until it does.
- 3.Verify your sending domain under Email if you want Trakkr to deliver the invitation. Without it you can still create an invite link and send it yourself.
- 4.Choose the visible features under Features, and rename anything a client would not recognize.
- 5.Write the welcome and methodology text under Onboarding, then check the Footer links.
- 6.Step the branding preview through Login, Dashboard, and Mobile.
- 7.Invite one internal address with the access you plan to give the client, then open the portal in a private window and click through every visible page.
- 8.Invite the client.
Common questions
Can a client change anything?
No. Portal access is read-only. Export is the only data action you can add, and it is off unless you turn it on for both the portal and that client.
Can one login cover several brands?
Yes. Select several brands on the invite, or grant a whole brand group. The client gets a brand switcher at the top of the sidebar.
Do portal clients use team seats?
No. Teammates and portal clients are different identities with different permission models, and only teammates count against your seat limit.
Can I show different features to different clients?
Not today. The menu and the feature names are portal-wide and apply to every client. Brand access and export are the two settings that vary per client.
Do I need a custom domain?
Yes. The invite button stays hidden until a custom domain is verified with an active certificate, because the invite link and the client login both live on that hostname.