Make WorkRate look and feel like your own product

Setting up your white label branding

1. 1
   Open Agency Settings and navigate to the White Label section.
2. 2
   Upload your logo. This replaces the WorkRate logo in the app header, client portal, email notifications, and proposals. Use a PNG or SVG with a transparent background for best results.
3. 3
   Set your Platform Name. This is what appears in the browser tab title and throughout the interface. For example "ClientFlow by YourAgency" or simply your agency name.
4. 4
   Set your Brand Color. This accent color is applied to buttons, active states, highlights, and interactive elements across the entire app. Use your primary brand hex code.
5. 5
   Toggle Hide Powered by WorkRate if you do not want the WorkRate attribution visible at the bottom of the interface. This gives your clients a fully unbranded experience.
6. 6
   Click Save. Branding changes apply immediately — reload the app to see them take effect.

Setting up a custom domain

A custom domain means your clients visit app.youragency.com instead of app.workrate.cloud. Your branding loads automatically on that domain.

1. 1
   In the White Label section, enter your custom domain in the Custom Domain field. Use a subdomain like app.youragency.com — not just youragency.com.
2. 2
   Click Save. WorkRate registers the domain and activates it on our infrastructure.
3. 3
   Go to your DNS provider (wherever your domain is registered — GoDaddy, Cloudflare, Namecheap, etc.) and add a CNAME record pointing your subdomain to cname.vercel-dns.com.
4. 4
   DNS propagation takes up to 48 hours, though it's usually faster. Once it propagates, visiting your custom domain loads WorkRate with your full branding applied.
5. 5
   Send your custom domain to clients and team members instead of the WorkRate URL. They'll see your logo, your platform name, and your colors — no WorkRate branding visible.

Customising the sign-in screen

The sign-in screen is the first thing your clients and team see. Make it feel like yours.

1. 1
   Sign-in Headline — the large text on the left side of the sign-in screen. Something like "Welcome back to ClientFlow" or "Your client command center."
2. 2
   Sign-in Subtext — a supporting line below the headline. Use this to set expectations: "Log in to manage your projects, view invoices, and message our team."
3. 3
   Tagline — a short brand line shown near the logo. Optional but adds polish.
4. 4
   Save and preview by visiting your app URL or custom domain in an incognito window.

Setting up a white-label inbound reply domain

Agency plan accounts can use a branded reply-to subdomain for ticket and message email notifications. This makes reply-by-email addresses use your domain instead of WorkRate's shared inbound domain.

1. 1
   Open Settings → White Label in WorkRate.
2. 2
   Find Inbound reply domain and enter a subdomain such as inbound.youragency.com.
3. 3
   At your DNS provider, add an MX record with host/name inbound, value inbound.postmarkapp.com, and priority 10.
4. 4
   Save the setting after DNS is in place. New ticket and message notifications will use your inbound reply domain when possible.

Resetting to default WorkRate branding

1. 1
   In the White Label section, click the Reset to Default button.
2. 2
   WorkRate removes your custom branding and restores the default WorkRate logo, colors, and platform name immediately.
3. 3
   Your custom domain will still technically point to the app, but the branding on it will revert to WorkRate defaults until you re-configure or remove the DNS record.

Tips & best practices

• Use a transparent background logo. A PNG with transparency looks clean on both dark and light backgrounds. Avoid logos with white boxes around them.
• Pick a brand color with enough contrast. Very light colors (near white) on dark backgrounds won't be readable. Test your color on the preview before saving.
• Set up the custom domain before inviting clients. Once clients have bookmarked a URL, changing it is friction. Get the domain right first.
• Write client-facing sign-in copy. Your headline and subtext are read by clients every time they log in. Make it welcoming and informative.
• Tell clients the platform name you chose. If you named it "ClientFlow Pro," mention that name when you onboard them so they know what to look for.

Troubleshooting