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SaaS Multi-Brands Overview

SaaS Multi-Brands Overview The SaaS Multi-Brands feature allows agencies to manage up to two distinct brands within a single SaaS account. Each brand can…

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On this page
  1. Why Use Multi-Brands?
  2. What Configurations Make Up a Brand?
  3. Availability
  4. Prerequisites
  5. Steps to Create a Brand
  6. Managing Multiple Brands
  7. Brand Settings
  8. Mark a Brand as Default
  9. Deleting a Brand
  10. 1. Link Individual Sub-Accounts to a Brand
  11. 2. Map a Brand to a SaaS Plan Category
  12. FAQs
  13. 1. Why is the "Create New Brand" CTA greyed out even though I’m on the $497 plan?
  14. 2. What happens if I delete a brand that already has subaccounts mapped to it?
  15. 3. Where is the default brand used?

SaaS Multi-Brands Overview

The SaaS Multi-Brands feature allows agencies to manage up to two distinct brands within a single SaaS account. Each brand can have its own independent branding and white-label configurations, which can then be mapped to subaccounts for a consistent and tailored experience.Each brand can have its own logo, domain and WL settings.

TABLE OF CONTENTS

Why Use Multi-Brands?

Using multiple brands gives you:

  • Flexibility to explore new niches
    Run different business models or industries under separate brand identities.

  • A tailored client experience
    Customize branding and presentation for different sets of clients.

What Configurations Make Up a Brand?

The following White Label configurations together define a brand:

  • Logo

  • Brand Name

  • Brand Email

  • Brand Phone Number

  • White Label (WL) Domain

  • API Domain

  • Privacy Policy & Terms and Conditions URLs

  • Custom JavaScript

  • Custom CSS

  • Theme

Availability

This feature is available only on the $497 Pro plan.

Creating a New Brand

Prerequisites

  • A White Label domain must already be configured for your current (default) brand . The WL domain acts as a unique identifier for each brand.

  • The “Create Brand” CTA will only be enabled once a WL domain is set up for the current brand.

Follow the steps outlined in the below  article to configure your White Label domain: 
How to Set Up a Whitelabel Domain for the Desktop Web App

Steps to Create a Brand

  1. Navigate to Settings → Company → White Label tab.

    Step 1 of 5: Navigate to Settings → Company → White Label tab What this shows Step 1 of 5: Navigate to Settings → Company → White Label tab. What this shows Shows where to go for step 1 of 5 in the "Steps to Create a Brand" section of "SaaS Multi-Brands Overview". This screenshot accompanies step 1 of 5 in the "Steps to Create a Brand" section of "SaaS Multi-Brands Overview". At this point in the walkthrough you navigate to Settings → Company → White Label tab. The next step is to click Add New Brand. Step 1 of 5Image 1 of 13 Where to goNavigate to Settings → Company → White Label tab.
    Buttons and menus referenced Settings → Company → White LabelAdd New Brand
    Next stepClick Add New Brand.
    All 5 steps in this procedure
    1. Navigate to Settings → Company → White Label tab. this image
    2. Click Add New Brand.
    3. Enter: 1.Brand Name 2.Whitelabel Domain
    4. Complete the domain setup.
    5. Once completed, the brand will be created successfully.

  2. Click Add New Brand.

  3. Enter:
       1.Brand Name

       2.Whitelabel Domain

    Step 3 of 5: Enter: 1.Brand Name 2.Whitelabel Domain What this shows Step 3 of 5: Enter: 1.Brand Name 2.Whitelabel Domain What this shows Shows what to fill in for step 3 of 5 in the "Steps to Create a Brand" section of "SaaS Multi-Brands Overview". This screenshot accompanies step 3 of 5 in the "Steps to Create a Brand" section of "SaaS Multi-Brands Overview". At this point in the walkthrough you enter: 1.Brand Name 2.Whitelabel Domain. For context, this section explains: Navigate to Settings → Company → White Label tab. Click Add New Brand. Enter: 1.Brand Name 2.Whitelabel Domain Complete the domain setup. Once completed, the brand will be created successfully. The next step is to complete the domain setup. Step 3 of 5Image 2 of 13 What to fill inEnter: 1.Brand Name 2.Whitelabel Domain
    Buttons and menus referenced Settings → Company → White LabelAdd New Brand
    Next stepComplete the domain setup.
    All 5 steps in this procedure
    1. Navigate to Settings → Company → White Label tab.
    2. Click Add New Brand.
    3. Enter: 1.Brand Name 2.Whitelabel Domain this image
    4. Complete the domain setup.
    5. Once completed, the brand will be created successfully.

  4. Complete the domain setup.

    Step 4 of 5: Complete the domain setup What this shows Step 4 of 5: Complete the domain setup. What this shows Shows what this covers for step 4 of 5 in the "Steps to Create a Brand" section of "SaaS Multi-Brands Overview". This screenshot accompanies step 4 of 5 in the "Steps to Create a Brand" section of "SaaS Multi-Brands Overview". At this point in the walkthrough you complete the domain setup. For context, this section explains: Navigate to Settings → Company → White Label tab. Click Add New Brand. Enter: 1.Brand Name 2.Whitelabel Domain Complete the domain setup. Once completed, the brand will be created successfully. The next step is to once completed, the brand will be created successfully. Step 4 of 5Image 3 of 13 What this coversComplete the domain setup.
    Buttons and menus referenced Settings → Company → White LabelAdd New Brand
    Next stepOnce completed, the brand will be created successfully.
    All 5 steps in this procedure
    1. Navigate to Settings → Company → White Label tab.
    2. Click Add New Brand.
    3. Enter: 1.Brand Name 2.Whitelabel Domain
    4. Complete the domain setup. this image
    5. Once completed, the brand will be created successfully.

  5. Once completed, the brand will be created successfully.

    Step 5 of 5: Once completed, the brand will be created successfully What this shows Step 5 of 5: Once completed, the brand will be created successfully. What this shows Shows what this covers for step 5 of 5 in the "Steps to Create a Brand" section of "SaaS Multi-Brands Overview". This screenshot accompanies step 5 of 5 in the "Steps to Create a Brand" section of "SaaS Multi-Brands Overview". At this point in the walkthrough you once completed, the brand will be created successfully. Step 5 of 5Image 4 of 13 What this coversOnce completed, the brand will be created successfully.
    Buttons and menus referenced Settings → Company → White LabelAdd New Brand
    All 5 steps in this procedure
    1. Navigate to Settings → Company → White Label tab.
    2. Click Add New Brand.
    3. Enter: 1.Brand Name 2.Whitelabel Domain
    4. Complete the domain setup.
    5. Once completed, the brand will be created successfully. this image

Managing Multiple Brands

Once a new brand is added:

  • You can toggle between the two brands using the brand switcher.

    Step 1 of 3: You can toggle between the two brands using the brand switcher What this shows Step 1 of 3: You can toggle between the two brands using the brand switcher. What this shows Shows what to choose for step 1 of 3 in the "Managing Multiple Brands" section of "SaaS Multi-Brands Overview". This screenshot accompanies step 1 of 3 in the "Managing Multiple Brands" section of "SaaS Multi-Brands Overview". At this point in the walkthrough you you can toggle between the two brands using the brand switcher. The next step is to select a brand to edit its, Logo, Custom CSS / JS, Theme and other branding details. Step 1 of 3Image 5 of 13 What to chooseYou can toggle between the two brands using the brand switcher.
    Buttons and menus referenced toggle between the two brands
    Next stepSelect a brand to edit its, Logo, Custom CSS / JS, Theme and other branding details.
    All 3 steps in this procedure
    1. You can toggle between the two brands using the brand switcher. this image
    2. Select a brand to edit its, Logo, Custom CSS / JS, Theme and other branding details.
    3. Save changes to apply them to that specific brand.

  • Select a brand to edit its , Logo , Custom CSS / JS, Theme and other branding details.

    Step 2 of 3: Select a brand to edit its, Logo, Custom CSS / JS, Theme and other… What this shows Step 2 of 3: Select a brand to edit its, Logo, Custom CSS / JS, Theme and other branding details. What this shows Shows what to choose for step 2 of 3 in the "Managing Multiple Brands" section of "SaaS Multi-Brands Overview". This screenshot accompanies step 2 of 3 in the "Managing Multiple Brands" section of "SaaS Multi-Brands Overview". At this point in the walkthrough you select a brand to edit its, Logo, Custom CSS / JS, Theme and other branding details. The next step is to save changes to apply them to that specific brand. Step 2 of 3Image 6 of 13 What to chooseSelect a brand to edit its, Logo, Custom CSS / JS, Theme and other branding details.
    Buttons and menus referenced toggle between the two brands
    Next stepSave changes to apply them to that specific brand.
    All 3 steps in this procedure
    1. You can toggle between the two brands using the brand switcher.
    2. Select a brand to edit its, Logo, Custom CSS / JS, Theme and other branding details. this image
    3. Save changes to apply them to that specific brand.

  • Save changes to apply them to that specific brand.

When a brand is attached to a subaccount, all configured WL settings are applied automatically, ensuring consistent brand representation.

Brand Settings

Mark a Brand as Default

You can mark one brand as the default by:

  1. Toggling to the required brand.

  2. Clicking the three-dot (⋮) menu.

  3. Selecting Set as Default.

  • By default, the first brand created is automatically marked as the default brand.

    Step 1 of 1: By default, the first brand created is automatically marked as the… What this shows Step 1 of 1: By default, the first brand created is automatically marked as the default brand. What this shows Shows what this covers for step 1 of 1 in the "Mark a Brand as Default" section of "SaaS Multi-Brands Overview". This screenshot accompanies step 1 of 1 in the "Mark a Brand as Default" section of "SaaS Multi-Brands Overview". At this point in the walkthrough you by default, the first brand created is automatically marked as the default brand. The default brand is used. This part of the guide covers 2 fields, listed below. Step 1 of 1Image 7 of 13 What this coversBy default, the first brand created is automatically marked as the default brand. The default brand is used:
    Fields in this part of the guide As a fallback for subaccounts without a brand attachedAcross agency-level configurations
    Buttons and menus referenced first brand createdone brand as the defaultthree-dot (⋮) menuSet as Default
    Step 1 of 1: By default, the first brand created is automatically marked as the… What this shows Step 1 of 1: By default, the first brand created is automatically marked as the default brand. What this shows Shows what this covers for step 1 of 1 in the "Mark a Brand as Default" section of "SaaS Multi-Brands Overview". This screenshot accompanies step 1 of 1 in the "Mark a Brand as Default" section of "SaaS Multi-Brands Overview". At this point in the walkthrough you by default, the first brand created is automatically marked as the default brand. The default brand is used. This part of the guide covers 2 fields, listed below. Step 1 of 1Image 8 of 13 What this coversBy default, the first brand created is automatically marked as the default brand. The default brand is used:
    Fields in this part of the guide As a fallback for subaccounts without a brand attachedAcross agency-level configurations
    Buttons and menus referenced first brand createdone brand as the defaultthree-dot (⋮) menuSet as Default
    The default brand is used:

    • As a fallback for subaccounts without a brand attached

    • Across agency-level configurations

Deleting a Brand

  1. Toggle to the brand you want to delete.

  2. Click the three-dot menu.

  3. Select Delete.

    Step 3 of 3: Select Delete What this shows Step 3 of 3: Select Delete. What this shows Shows what to choose for step 3 of 3 in the "Deleting a Brand" section of "SaaS Multi-Brands Overview". This screenshot accompanies step 3 of 3 in the "Deleting a Brand" section of "SaaS Multi-Brands Overview". At this point in the walkthrough you select Delete. For context, this section explains: Toggle to the brand you want to delete. Click the three-dot menu. Select Delete. Step 3 of 3Image 9 of 13 What to chooseSelect Delete.
    Buttons and menus referenced Deletethree-dot menufall back to the default brand
    All 3 steps in this procedure
    1. Toggle to the brand you want to delete.
    2. Click the three-dot menu.
    3. Select Delete. this image
     
Important:
When a brand is deleted, any subaccounts associated with it will automatically fall back to the default brand.

Attaching Brands to Sub-Accounts

You can associate a brand with a sub-account in two ways:

During sub-account creation
If your agency has multiple brands configured, you’ll see an option to select a brand at the top of the Create Sub-Account form.

1. Link Individual Sub-Accounts to a Brand (image 10 of 13) What this shows During sub-account creation If your agency has multiple brands configured, you’ll see an option to select a brand at the top of the Create… What this shows Illustrates the "1. Link Individual Sub-Accounts to a Brand" section of "SaaS Multi-Brands Overview". This screenshot appears in the "1. Link Individual Sub-Accounts to a Brand" section of "SaaS Multi-Brands Overview". The text alongside this image reads: During sub-account creation If your agency has multiple brands configured, you’ll see an option to select a brand at the top of the Create Sub-Account form. The navigation path used here is Agency Level > Sub-Accounts Select. Immediately after, the guide continues: For existing sub-accounts You can change the linked brand at any time by following these steps. Path: Agency Level > Sub-Accounts SelectImage 10 of 13 What to chooseDuring sub-account creation If your agency has multiple brands configured, you’ll see an option to select a brand at the top of the Create Sub-Account form.
Buttons and menus referenced During sub-account creationCreate Sub-AccountFor existing sub-accountsAgency Level > Sub-AccountsManage Clientbrand labelSaveImportant
Next stepFor existing sub-accounts You can change the linked brand at any time by following these steps:
All 5 steps in this procedure
  1. Go to Agency Level > Sub-Accounts
  2. Select the required sub-account
  3. Click Manage Client
  4. Click the brand label (near the account title)
  5. Select an alternate brand and click Save

For existing sub-accounts
You can change the linked brand at any time by following these steps:

  1. Go to Agency Level > Sub-Accounts

  2. Select the required sub-account

  3. Click Manage Client

  4. Click the brand label (near the account title)

  5. Select an alternate brand and click Save

1. Link Individual Sub-Accounts to a Brand (image 11 of 13) What this shows Go to Agency Level > Sub-Accounts Select the required sub-account Click Manage Client Click the brand label (near the account title)… What this shows Illustrates the "1. Link Individual Sub-Accounts to a Brand" section of "SaaS Multi-Brands Overview". This screenshot appears in the "1. Link Individual Sub-Accounts to a Brand" section of "SaaS Multi-Brands Overview". The text alongside this image reads: Go to Agency Level > Sub-Accounts Select the required sub-account Click Manage Client Click the brand label (near the account title) Select an alternate brand and click Save. The navigation path used here is Agency Level > Sub-Accounts Select. Immediately after, the guide continues: Once saved, the sub-account will immediately adopt the selected brand’s white-label configurations across all applicable areas. Path: Agency Level > Sub-Accounts SelectImage 11 of 13 Where to goGo to Agency Level > Sub-Accounts Select the required sub-account Click Manage Client Click the brand label (near the account title) Select an alternate brand and click Save
Buttons and menus referenced During sub-account creationCreate Sub-AccountFor existing sub-accountsAgency Level > Sub-AccountsManage Clientbrand labelSaveImportant
Next stepOnce saved, the sub-account will immediately adopt the selected brand’s white-label configurations across all applicable areas.
All 5 steps in this procedure
  1. Go to Agency Level > Sub-Accounts
  2. Select the required sub-account
  3. Click Manage Client
  4. Click the brand label (near the account title)
  5. Select an alternate brand and click Save
1. Link Individual Sub-Accounts to a Brand (image 12 of 13) What this shows Go to Agency Level > Sub-Accounts Select the required sub-account Click Manage Client Click the brand label (near the account title)… What this shows Illustrates the "1. Link Individual Sub-Accounts to a Brand" section of "SaaS Multi-Brands Overview". This screenshot appears in the "1. Link Individual Sub-Accounts to a Brand" section of "SaaS Multi-Brands Overview". The text alongside this image reads: Go to Agency Level > Sub-Accounts Select the required sub-account Click Manage Client Click the brand label (near the account title) Select an alternate brand and click Save. The navigation path used here is Agency Level > Sub-Accounts Select. Immediately after, the guide continues: Once saved, the sub-account will immediately adopt the selected brand’s white-label configurations across all applicable areas. Path: Agency Level > Sub-Accounts SelectImage 12 of 13 Where to goGo to Agency Level > Sub-Accounts Select the required sub-account Click Manage Client Click the brand label (near the account title) Select an alternate brand and click Save
Buttons and menus referenced During sub-account creationCreate Sub-AccountFor existing sub-accountsAgency Level > Sub-AccountsManage Clientbrand labelSaveImportant
Next stepOnce saved, the sub-account will immediately adopt the selected brand’s white-label configurations across all applicable areas.
All 5 steps in this procedure
  1. Go to Agency Level > Sub-Accounts
  2. Select the required sub-account
  3. Click Manage Client
  4. Click the brand label (near the account title)
  5. Select an alternate brand and click Save

Once saved, the sub-account will immediately adopt the selected brand’s white-label configurations across all applicable areas.

Important
When a sub-account’s brand is changed:
- Users must log in using the domain configured for the new brand.
- The previous brand’s domain will no longer be accessible for that sub-account.

2. Map a Brand to a SaaS Plan Category

Brands can also be associated with SaaS plan categories. When a sub-account purchases a SaaS plan under a specific category, the brand linked to that category is automatically applied to the sub-account.

To link a brand to a SaaS plan category:

  1. Go to SaaS Configurator > Advanced Settings

  2. Under Category Management, click Edit for the desired category

  3. Select the brand from the Select Brand dropdown

  4. Click Save

2. Map a Brand to a SaaS Plan Category (image 13 of 13) What this shows Go to SaaS Configurator > Advanced Settings Under Category Management, click Edit for the desired category Select the brand from the… What this shows Illustrates the "2. Map a Brand to a SaaS Plan Category" section of "SaaS Multi-Brands Overview". This screenshot appears in the "2. Map a Brand to a SaaS Plan Category" section of "SaaS Multi-Brands Overview". The text alongside this image reads: Go to SaaS Configurator > Advanced Settings Under Category Management, click Edit for the desired category Select the brand from the Select Brand dropdown Click Save. The navigation path used here is SaaS Configurator > Advanced Settings Under Category Management. Immediately after, the guide continues: You can also select a brand while creating a new SaaS plan category. Path: SaaS Configurator > Advanced Settings Under Category ManagementImage 13 of 13 Where to goGo to SaaS Configurator > Advanced Settings Under Category Management, click Edit for the desired category Select the brand from the Select Brand dropdown Click Save
Buttons and menus referenced SaaS plan categoriesSaaS Configurator > Advanced SettingsCategory ManagementEditSelect BrandSaveNotedefault brand
Next stepYou can also select a brand while creating a new SaaS plan category.
All 4 steps in this procedure
  1. Go to SaaS Configurator > Advanced Settings
  2. Under Category Management, click Edit for the desired category
  3. Select the brand from the Select Brand dropdown
  4. Click Save

You can also select a brand while creating a new SaaS plan category.

Note
By default, all SaaS plans and categories are linked to the default brand configured in Agency Settings.

FAQs

1. Why is the "Create New Brand" CTA greyed out even though I’m on the $497 plan?

The Create New Brand CTA is disabled if a White Label (WL) domain is not configured for your current brand.

The WL domain acts as a unique identifier for each brand. Once you configure a WL domain from Settings → Company → White Label, the Create New Brand option will be enabled, allowing you to proceed with brand creation.

2. What happens if I delete a brand that already has subaccounts mapped to it?

If a brand with mapped subaccounts is deleted, all associated subaccounts will automatically fall back to the default brand.

This ensures uninterrupted branding and prevents subaccounts from being left without a valid brand configuration.

3. Where is the default brand used?

The default brand is used in the following scenarios:

  • Subaccounts with no brand attached

  • Newly created subaccounts where no brand is selected during creation

  • Agency-level views and configurations, including agency White Label settings

The default brand acts as a fallback to maintain consistent branding across the platform.

Frequently asked questions

Why Use Multi-Brands?
Using multiple brands gives you: Flexibility to explore new niches Run different business models or industries under separate brand identities. A tailored client experience Customize branding and presentation for different sets of clients.
What Configurations Make Up a Brand?
The following White Label configurations together define a brand : Logo Brand Name Brand Email Brand Phone Number White Label (WL) Domain API Domain Privacy Policy & Terms and Conditions URLs Custom JavaScript Custom CSS Theme
1. Why is the "Create New Brand" CTA greyed out even though I’m on the $497 plan?
The Create New Brand CTA is disabled if a White Label (WL) domain is not configured for your current brand. The WL domain acts as a unique identifier for each brand. Once you configure a WL domain from Settings → Company → White Label, the Create New Brand option will be enabled, allowing you to proceed with brand creation.
2. What happens if I delete a brand that already has subaccounts mapped to it?
If a brand with mapped subaccounts is deleted, all associated subaccounts will automatically fall back to the default brand. This ensures uninterrupted branding and prevents subaccounts from being left without a valid brand configuration.
3. Where is the default brand used?
The default brand is used in the following scenarios: Subaccounts with no brand attached Newly created subaccounts where no brand is selected during creation Agency-level views and configurations, including agency White Label settings The default brand acts as a fallback to maintain consistent branding across the platform.

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