Agency White-Label Guide

Overview

On the Agency and Enterprise plans, your clients can see your agency instead of Asteria Engine. That covers four places:

• Client review links: your clients approve posts or ask for changes on a page with your logo, without needing an account.
• Reports: scheduled analytics emails and PDF exports carry your name, logo, colour and contact details.
• The app itself: people working in a workspace you own see your logo and name.
• Your own domain: review links open on your address, such as clients.your-agency.com.

Asteria Engine's name is reduced to a small "Powered by Asteria Engine" line, which you can hide.

If your plan stops including white-labelling, everything goes back to Asteria Engine's own branding automatically. Your settings are kept for when you upgrade again.

---

Set Up Your Branding

1. Open Settings > Branding. If you can't see it, turn on Show all tools at the bottom of the menu.
2. Fill in:
   • Agency name: what clients see instead of Asteria Engine.
   • Logo: PNG, JPEG or WebP, up to 2 MB. A wide logo on a transparent background works best.
   • Main colour: used for buttons, highlights and report accents. Text on it is automatically black or white, whichever is easier to read.
   • Support email and Website (an https:// address): where clients go with questions.
3. Turn on Hide "Powered by Asteria Engine" if you want clients to see only your brand.
4. Select Save branding.

The What clients see preview shows the top of a review link as you edit.

Branding belongs to your account and applies to every workspace you own.

---

Share Posts With a Client for Approval

1. Open Approvals and select Share with client.
2. Choose the Posts to share. These must be waiting for review, with an account and a planned time still ahead. You can share up to 50 posts in one link.
3. Give the link a title (for example "Posts for next week") and, optionally, a message for your client.
4. Select Create link, then Copy, and send the link to your client however you normally would.

The link stays open for 14 days. Your client doesn't need an account. For each post they can:

• Approve it. It goes ahead as planned.
• Request changes. They say what should change, and the post goes back to drafts with their note.

They can add their name so your team knows who reviewed. You're notified as they decide.

Shared with clients in Approvals lists your links with how many posts are approved, have changes asked or are still waiting.

• If a client approves a post after its planned time has passed, the link flags it. Pick a new time in Approvals to schedule it.
• Copy link copies a link again, and Turn off closes it early.

Every decision is recorded in the post's Approval history: who decided, how (including "client review link"), when, and whether the approval still covers the post as it is now.

---

Branded Reports

Scheduled analytics reports for a workspace you own carry your branding, provided your plan includes white-labelling.

• Emails come from your agency's name, with your logo, colour and contact details. Replies go to your support email.
  • They're sent from Asteria Engine's own sending address so they keep reaching inboxes.
  • Links back into Asteria Engine are replaced by a Contact button for your agency.
• PDF exports say "Prepared by" your agency on the cover and the back page.

The report still shows your client's own brand inside it, because it's about their results.

---

Your Brand Inside the App

When someone works in a workspace you own, for example a client you've invited or a member of your team, the app shows your agency:

• your logo in the sidebar and the phone menu
• your agency name in the browser tab
• the voice assistant called "Voice assistant" rather than Asteria Voice
• no "Book a walkthrough" link to the Asteria Engine team

You, the owner, still see Asteria Engine, because your plan and billing are with Asteria Engine.

---

Use Your Own Domain

Your review links can open on a subdomain you own, for example clients.your-agency.com.

1. In Settings > Branding, under Your own domain, enter the subdomain and select Connect domain.
   • Use a subdomain, not your main domain. A domain's root can't point to the portal with this kind of record.
2. Add the DNS record shown, where your domain's DNS is managed:
   • Type: CNAME
   • Name: your subdomain
   • Target: the address shown in Settings
3. Wait for the status to change. It goes from Waiting for your DNS record to Securing your domain while a security certificate is issued, then to Live.
   • DNS changes usually show within an hour.
   • The status updates by itself while you have the page open, or select Check now.
4. Once it's Live, every new review link you share uses your domain.

Visiting the domain itself shows a branded page that explains how the portal works and how to contact you. Signing in to Asteria Engine always stays on Asteria Engine's own address.

If something is wrong, the status shows Needs attention with the reason. Remove domain stops using it; links already sent on that domain stop working until you connect it again.

---

Related Guides

• Content series and approvals guide
• Team management guide
• Analytics guide
• Workspace settings guide