> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adriel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Whitelabeling

> Serve Adriel from an agency's own domain and email address — available on agency plans.

**Whitelabeling** lets an agency serve Adriel from its own domain, page title, logo, favicon, and email address — so clients and stakeholders interact with the agency's branded surface instead of Adriel's default.

Whitelabeling is available on **agency plans**. If the workspace's plan doesn't include whitelabeling, the settings page is hidden.

The whitelabeling page has two tabs: **Domain Configuration** and **Email Configuration**.

## Domain Configuration

Domain Configuration sets the custom domain the agency's Adriel instance loads under (for example, `dashboard.myagency.com` instead of `app.adriel.com`), plus the page title, logo, and favicon.

### Before you start

Two things to prepare:

* **Access to the DNS provider** — Cloudflare, GoDaddy, Amazon Route 53, or wherever the agency's domain DNS is managed. This is the same as or different from the domain registrar.
* **The subdomain to use** — pick a subdomain of the agency's domain, for example `dashboard.myagency.com`, `bi.myagency.com`, or `app.myagency.com`.

### Set up the DNS record

<Steps>
  <Step title="Log in to the DNS provider">
    Open the DNS settings for the agency's domain.
  </Step>

  <Step title="Add a CNAME record">
    Create a new CNAME record with:

    * **Name** — the subdomain (for example, `dashboard` for `dashboard.myagency.com`).
    * **Target** — `whitelabel.dns.adriel.com`.
  </Step>

  <Step title="Turn off Proxy mode and Enforce HTTPS only">
    Both settings must be off to complete SSL certification with HTTP. On Cloudflare specifically, the **Proxy mode** setting can be turned back on (or left off) after Adriel completes its configuration.
  </Step>

  <Step title="Contact Adriel">
    Once the DNS record is added, contact Adriel to complete the server-side configuration. Only after Adriel confirms can the Domain Configuration form below be submitted.
  </Step>
</Steps>

### Fill in the Domain Configuration form

<Steps>
  <Step title="Domain">
    Enter the custom domain the DNS record points at, for example `dashboard.myagency.com`.
  </Step>

  <Step title="Page Title">
    Enter the text that shows in the browser tab next to the favicon — typically the agency's brand name.
  </Step>

  <Step title="Submit">
    Save the domain configuration. The status changes from **Not Configured** to reflect the current state of setup.
  </Step>
</Steps>

### Optional: Logo and favicon

Both take effect only after the domain configuration is complete. Until then, the default Adriel logo and favicon are shown.

* **Logo** — appears in the top left corner of the platform. Recommended dimensions: **128 × 128 pixels**.
* **Favicon** — the small icon in the browser tab and address bar. Recommended dimensions: **32 × 32 pixels**.

Upload each asset from its section and click Submit.

## Email Configuration

Email Configuration replaces the sender on every platform-generated email (scheduled reports, invites, alert notifications, and so on) with the agency's own email address — so recipients see an email from the agency's domain instead of an Adriel address.

<Note>
  This overrides the **From** field on every email Adriel sends on behalf of the workspace. It's separate from the recipient list — recipients are still set per email (per scheduled report, per alert, and so on).
</Note>

### SMTP settings

Fill in every field with the SMTP credentials from the agency's email service:

* **SMTP Host** — the SMTP server hostname (for example, `smtp.gmail.com`).
* **SMTP Secure (TLS or SSL) Port** — a secure port (for example, `465`). Insecure ports like `25` or `2525` aren't recommended because email contents pass through in the clear.
* **SMTP Username** — the username or login provided by the SMTP provider.
* **SMTP Password** — the app password or credential for the account. This is stored securely and not shown again after saving.
* **From Email Address** — the address that shows in the **From** field of sent emails (for example, `no-reply@yourcompany.com`). Must be verified with the SMTP provider.
* **From Name** — the sender name recipients see in their inbox (for example, "Your Agency Reports").

<Note>
  For Gmail accounts, Google treats third-party SMTP access as risky. Create an **application password** with 2-step authentication enabled instead of using the account password directly.
</Note>

### Test email

Once SMTP is configured, use the **Test Email** section to verify the setup:

* **Recipient** — enter an email address to receive the test message.
* Click **Send** to fire a one-off email using the SMTP credentials above.

If the test message arrives successfully, the SMTP configuration is ready. If it doesn't arrive, check spam folders and the SMTP credentials.

## Permissions

Only workspace **Admin** members can configure whitelabeling.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Domain status is stuck at 'Not Configured' or 'In Progress'">
    Confirm the CNAME record was added correctly at the DNS provider (Name = subdomain, Target = `whitelabel.dns.adriel.com`), and that Proxy mode and Enforce HTTPS only are turned off. DNS changes can take a few minutes to propagate. If the status stays stuck after DNS propagation, contact Adriel to complete the server-side configuration.
  </Accordion>

  <Accordion title="Logo or favicon isn't showing">
    Custom assets apply only after the Domain Configuration status is Completed. Confirm both the domain setup is finished and the asset is uploaded at the recommended dimensions.
  </Accordion>

  <Accordion title="Test email didn't arrive">
    Check the spam folder first. Confirm the SMTP host, port, username, password, and From Email Address are correct. Confirm the From Email Address is verified with the SMTP provider — most SMTP providers reject unverified sender addresses.
  </Accordion>

  <Accordion title="Whitelabeling settings don't appear even for an admin user">
    Whitelabeling settings are gated by two conditions:

    * The workspace's price plan must have whitelabeling enabled. This plan flag is enabled in the back office by Adriel.
    * The member's account role must be Admin. Back-office admins bypass the plan check.

    If the plan flag is off or the role check doesn't recognize the member as Admin, the whitelabeling settings page is hidden.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Workspace concepts" href="/workspace-and-access/workspace-concepts">
    The workspace-teamspace-folder-dashboard hierarchy.
  </Card>

  <Card title="Managing members" href="/workspace-and-access/managing-members">
    Invite members and organize them into teams.
  </Card>
</CardGroup>