How to Customize Reporting and Branding for Each Client as a Reseller

    As a Visual Visitor reseller, you can customize the reporting and branding experience for each of your clients to present a cohesive white-label product. Here is what you can customize and how.

 

White-label branding

 

·       Logo and colors:  Upload your agency's (or client's) logo and set brand colors in Reseller Settings > Branding. These appear on the client's dashboard login page and report headers.

 

·       Custom login URL:  Use your white-label subdomain (e.g., visitors.youragency.com) for all client logins. Clients never see the Visual Visitor domain in the browser address bar.

 

·       Email sender name:  Customize the sender name used in automated email notifications sent to your clients (e.g., alert emails sent by Your Agency rather than Visual Visitor).

    We will edit the sender email on your behalf as part of your onboarding process.

Per-client reporting customization

 

·       Alert frequency:  Set whether each client receives real-time, daily, or weekly visitor alerts based on their preference.

·       ICP-filtered views:  Configure each client's ICP so their dashboard only surfaces relevant visitors - no setup is shared between sub-accounts.

·       Custom activity reports:  The Reseller Consumer (+Person) Customer Activity Report lets you generate branded PDF or email reports showing visitor identification activity for each client. See Reseller Consumer (+Person) Customer Activity Report for details.

Client-facing access levels

Decide whether each client should have direct dashboard access or whether you will manage everything on their behalf:

 

·       Client has access:  Create a User or Admin role for the client inside their sub-account. They log in directly to their branded dashboard. 
You impersonate by logging in as the client by using the Reseller > Customers > Unlock. How to login as your client. 🔗

·       Agency manages on behalf:  Create an alias email (bobsmit+newcompany@yourcompany.com) when creating your client account. We recommend allowing client access for them to get the most use, but we understand different use cases. 

You can not use the same email address for multiple accounts. This can confuse the system. An alias is recommended, or alternate email address.

Walk through updating your White Label Branding, here.

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