The white label portal allows you to present a Tribe portal fully in your own organisation’s branding. It is useful when you want customers to interact with support or other portal features without seeing Tribe branding. You would use this when offering a customer-facing portal that should feel like an extension of your own website. By following this guide, you will understand what a white label portal includes, what is required to activate it, and how the activation process works.
Table Of Contents
What Does The White Label Portal Do?
Why Or When Should You Use A White Label Portal?
What Do You Need To Activate A White Label Portal?
How Do You Activate The White Label Portal?
What Does The White Label Portal Do?
A white label portal removes visible Tribe branding and presents the portal as your own. The Tribe name is not shown to portal users, and the portal reflects your organisation’s identity.
This applies to several elements of the portal experience:
The portal URL
The email invitation sent to new portal users
The login and password reset pages
With a white label portal, the standard Tribe portal address is replaced with a custom URL, such as a subdomain of your own website. Invitation emails can be personalised with your own text and logo, and they appear to be sent from your organisation. The login and password reset pages display your logo and use colours that match your house style.
Why Or When Should You Use A White Label Portal?
You would use a white label portal when customers interact directly with your portal and you want a consistent brand experience. This is particularly helpful when the portal is part of your customer service, support, or self-service processes. It helps customers recognise your organisation and reduces confusion about who the portal belongs to.
What Do You Need To Activate A White Label Portal?
To use a white label portal, the white label module must be activated in your Tribe environment. You also need to contact your Tribe account manager to start the activation process.
A CRM coach will be involved to set up the functional elements, such as emails and page content. In addition, your system administrator must work with Tribe on the technical setup.
Note: White label functionality is only available for customer-specific portals. It cannot be activated for standard Tribe portals.
How Do You Activate The White Label Portal?
Technical Set-Up
Before starting, decide on the new portal URL and share it with your system administrator and Tribe.
The technical setup is completed in two stages. Tribe performs initial steps, followed by actions from your system administrator.
Share the chosen portal URL with Tribe so DNS values can be prepared.
Create a TXT or CNAME record for domain control using the values provided by Tribe.
Create a CNAME record on the chosen subdomain that points to ghs.googlehosted.com.
Click Configuration in Tribe.
Select API under Administration.
Click + Application.
Enter a name for the application, such as White Label Portal.
Enable Is public.
Enter the Redirect URL using your portal URL followed by /auth/callback.
Click Save.
Share the generated Client ID with Tribe.
Tribe then completes the domain registration and automatically applies and renews the SSL certificate.
Functional Set-Up
A CRM coach completes the functional setup during a scheduled session. Before this appointment, prepare the following items:
Text for the portal invitation email
Text for the password reset email
Sender name and email address
Logos for the login and password reset pages
A favicon for the portal
The final portal URL
Translations of email texts, if required
Quick Summary
The white label portal allows you to present a Tribe portal fully in your own branding. Activation involves enabling the white label module and completing both technical and functional setup steps with Tribe. Once configured, customers access a portal that uses your URL, emails, and visual identity.