White-Label Setup Overview

White-labeling in PMSuite lets you present a fully branded experience to employees and clients. This overview ties together the four pillars of white-labeling: Custom Domain, Company Profile, Login Branding, and Custom Email — plus how Theme Settings gives you separate visual control over each panel.

Who Can Use It

Super Admin only. All white-label configuration pages are restricted to the Super Admin role.

Prerequisites

• The white-label add-on must be active on your account (available on any plan).
• Have your branding assets ready: logo images (PNG recommended), favicon, and your brand hex color code.
• If you plan to use a custom domain, have DNS access for the domain you want to connect.
• If you plan to use custom email, have your SMTP credentials or Resend API key ready.

How to Access

White-label settings are split across dedicated pages in the sidebar:

1. Company Profile

Path: Sidebar > White-Label > Company Profile (/account/white-label/company-profile)

Set the identity that replaces PMSuite branding across your workspace:

These values mirror what is set in Settings > Company Settings; updating either location keeps them in sync.

2. Login Branding

Path: Sidebar > White-Label > Login Branding (/account/white-label/login-branding)

Customize the login page your employees and clients see. The editor has three tabs:

• Theme & Colors — Choose from multiple color theme presets. A live preview updates as you edit.
• Content & Text — Set the text shown on the login page. Text fields can be saved blank if you prefer a minimal login screen.
• Logos & Images — Upload your light-mode and dark-mode logo variants.

Logo dimension limit: Maximum 750 px x 750 px. This is a pixel-dimension cap, not a file-size cap. A file well under 1 MB will still be rejected if either dimension exceeds 750 px. Resize before uploading.

Per-tenant sign-up terms are shown on the client signup page when configured under Sign Up Settings.

3. Theme Settings (Per-Panel Control)

Path: Settings > Theme Settings

Theme Settings provides separate theme control for each panel:

For each panel you can independently set:

• Primary color — Hex code for buttons, links, and accents.
• Sidebar theme — Dark or Light.

Additional global settings:

• Light Mode logo and Dark Mode logo — Separate logo variants so your logo is visible regardless of the active theme.
• Favicon — The icon shown in browser tabs.
• Background pattern — Choose from: None, Dots, Grid, Diagonal, Circles, Topo, Hexagons, Grain, Mesh.

Tip: After changing theme settings, test each panel (Admin, Employee, Client) in both light and dark mode to confirm your logos and colors render well.

4. Custom Domain

Path: Sidebar > White-Label > Custom Domain (/account/custom-domain)

Connect your own domain (e.g., hr.yourcompany.com) so users never see a pmsuite.co URL. Key facts:

• SSL is provisioned automatically via Let's Encrypt and auto-renews.
• The page shows an Active Since date and a Fallback URL.
• Available actions: Change Domain, Remove Domain, Upload SSL Certificate (for custom certs).
• Super Admins can reprovision SSL if a certificate expires or encounters an error.
• Custom-domain removal is scoped to your own tenant and is audit-logged.
• reCAPTCHA validation is skipped on white-label custom domains, so you do not need to whitelist the custom domain in Google reCAPTCHA admin.
• Subdomain sign-in forms and redirects use your configured main domain.
• Email notification links automatically use your custom domain once it is active.
• The correct tenant theme is applied on custom-domain login pages.

For full DNS setup steps, see Custom Domain Settings.

5. Custom Email Setup

Path: Settings > Custom Email Setup

Without custom email configured, all system emails send from the shared default address notification@pmsuite.co. To complete white-labeling, set up your own sending domain.

The Custom Email Setup page has three tabs:

• Custom Email Setup — Enter your SMTP credentials (Host, Port, Encryption, Username, Password, From Name, From Email). Supported providers include Gmail, Microsoft 365/Outlook, cPanel, Resend, Amazon SES, SendGrid, Mailgun, Zoho Mail, Postmark, and SMTP2GO. MX-based domain verification is available. Background test emails confirm delivery before you go live.
• Email Branding — Upload a logo, set a brand color, configure Reply-To address, greeting, sign-off, and footer text. A live preview updates as you edit. OTP and system emails use your tenant's branding and a neutral configurable footer.
• Email Notifications — Control which notification types send email.

Once configured, all outgoing emails — including OTP codes, invoice PDFs, and system notifications — use your branding and send from your domain. White-label clients no longer receive PMSuite-branded welcome emails or tracking events.

Effect on Other Features

Limitations

Troubleshooting

Related Articles

• Custom Domain Settings
• Notification Settings
• Roles & Permissions
• Billing Overview