White-label Setup

White-labeling in EmailSendX works at the workspace level. Each workspace can have its own branding configuration, so different clients can have completely different-looking portals — all hosted on a subdomain of your own domain.

What you can customize per workspace:

• Custom domain (e.g., email.youragency.com)
• Your logo (light and dark variants)
• Primary brand color (buttons, active states, highlights)
• Sidebar labels (rename sections to match your product naming)
• Custom favicon
• Footer copyright text

When a client logs into your white-labeled portal, they see your branding throughout — the sidebar, the header, the login page, and every email notification the system sends. The EmailSendX name and logo are hidden entirely.

The client portal is a scoped view of a workspace that you share with clients. Instead of seeing the full EmailSendX dashboard, clients see a purpose-built view with campaign reports, contact counts, and any other sections you choose to expose.

Sharing the portal with a client

1. Go to Workspace Settings → White-label → Client Portal.
2. Enable the client portal for this workspace.
3. Invite your client via Workspace Settings → Team → Invite Member, selecting the Client View role.
4. The invitation email uses your branding (logo, domain) — not EmailSendX's.
5. When the client accepts, they land on your white-labeled portal at your custom domain.

You can also generate a shareable portal link (without requiring the client to create an account) for read-only dashboard access. This is useful for monthly reporting — share a link, the client views stats, no login required.

By default, your client portal is accessible at emailsendx.com/workspace/[slug]. With a custom domain, it becomes something like email.youragency.com.

Setting up your custom domain

1. Go to Workspace Settings → White-label → Custom Domain.
2. Enter your desired subdomain (e.g., email.youragency.com).
3. Add a CNAME record in your DNS provider pointing your subdomain to portal.emailsendx.com.
4. Click Verify Domain in EmailSendX. DNS propagation can take up to 48 hours.
5. Once verified, SSL is provisioned automatically via Let's Encrypt. The domain will be HTTPS within a few minutes of DNS verification.

# DNS record to add at your domain registrar

Type:  CNAME
Name:  email          (or whatever subdomain you chose)
Value: portal.emailsendx.com
TTL:   3600           (or "Auto" — most registrars handle this)

# After setting the CNAME, verify in EmailSendX:
# Workspace Settings → White-label → Custom Domain → Verify

All branding settings are under Workspace Settings → White-label → Branding.

Logo

Upload two versions of your logo:

• Light logo: used on light backgrounds (dashboard header, emails). Recommended: SVG or PNG with transparency, at least 200px wide.
• Dark logo: used on dark backgrounds (login page header, dark sidebar). Can be the same file if your logo works on both.
• Favicon: displayed in browser tabs. 32×32 or 64×64 PNG recommended.

Primary Color

Enter a hex color code (e.g., #2563EB) to replace the default EmailSendX blue. This color is used for buttons, active navigation items, links, and focus rings throughout the client portal.

Sidebar Labels

Rename any sidebar section to match your product vocabulary. For example, you can rename "Campaigns" to "Newsletters", "Automations" to "Workflows", or "Contacts" to "Subscribers". Changes apply only to this workspace's client view.

System Emails

Invitation emails, password reset emails, and notification emails sent to your clients will use your logo and "from" name. Configure the sender name and email in Workspace Settings → White-label → System Emails. These are different from campaign sends — they're transactional emails from the platform itself.

The Client View role is the linchpin of the white-label system. It gives clients access to exactly what they need — and nothing more.

What the Client View role can see:

• Campaign list with sent/scheduled status
• Campaign analytics: opens, clicks, unsubscribes, bounces (per campaign)
• Contact count per list and total workspace contacts
• Automation overview (names and active/paused status only)

What the Client View role cannot access:

• Workspace settings of any kind
• Email provider credentials or configuration
• API keys or tokens
• Billing information
• Individual contact profiles or email addresses
• Automation step details or conditions
• Template source code (HTML/MJML)
• Any EmailSendX branding, logos, or product name