# Dashboard White Labelling

White-Labelling your dashboard will allow you to modify the Orimon's branding on your dashboard, allowing better integration with your agency & other offerings of your organisation!

Login to your dashboard -> click on the "**profile icon**" on top right corner -> got to "**white-labelling**"

<figure><img src="/files/dMpOEWkDjd8dKiRgrFhc" alt="" width="195"><figcaption></figcaption></figure>

Now navigate to "**Dashboard Domain**" and scroll to the bottom of the page, you will see a section as shown below.

<figure><img src="/files/cucLDsKlqOAndWVib0LT" alt="" width="520"><figcaption></figcaption></figure>

Enter your <mark style="color:yellow;">Domain</mark> for the Chat-bot & the <mark style="color:yellow;">Email</mark> you wish to receive the instructions for DNS installation on

Click on "**Submit**"&#x20;

You should now receive an Installation Mail on the Email address you provided like the one below

(Please check your spam folder as well)

<figure><img src="/files/urDAX17IuDerv46cNaHH" alt="" width="563"><figcaption></figcaption></figure>

You can even click on the "**Whats Next ->**" prompt for even clearer instructions on the installation process.

<figure><img src="/files/8sKRCoXQyHZb5s2RODOp" alt="" width="563"><figcaption></figcaption></figure>

<details>

<summary>Whats Next -></summary>

<img src="/files/iajfOAknnfh1tbcABCr9" alt="" data-size="original">

</details>

Follow these instructions to add/install these DNS records according to your service provider

Then navigate back to "**Dashboard Domain**" on your Orimon dashboard

Click on the "**refresh**" button to verify that your domain has successfully been added.

<figure><img src="/files/xdLEPsQ0Pareypdu5t4e" alt="" width="524"><figcaption></figcaption></figure>

If the status of your domain is still listed as "**Pending**" *please go through the <mark style="color:blue;">DNS integration</mark> process <mark style="color:red;">**again**</mark><mark style="color:red;">.</mark>*&#x20;

***Please note*** that your Dashboard's <mark style="color:yellow;">Domain</mark> will <mark style="color:red;">**NOT**</mark> be white-labelled as long as your <mark style="color:yellow;">Domain</mark> is not verified.

{% hint style="info" %}
***Important** : Please also keep in mind that our systems will also **periodically**\*\* \*\*<mark style="color:green;">**Verify**</mark> the integrity of your Domain.*

*If for any reason your domain cannot be verified at one of these times, your <mark style="color:yellow;">Domain</mark> status will be reverted to <mark style="color:yellow;">Pending</mark> and white-labelling on your dashboard will **automatically be&#x20;**<mark style="color:red;">**Disabled**</mark>.*&#x20;
{% endhint %}

Once this has been done, your White-Labelled Dashboard is now ready to be configured!

Go through the remaining sections to learn all about the various customization options!

### 1. Dashboard Customization&#x20;

1. **Global Theme** :\
   Navigate to "**Branding**" -> sub-section "**Appearance**" -> sub-section "**Global Theme**"\ <br>

   <figure><img src="/files/L2WuqrBdu4ssgnFbtsIe" alt="" width="524"><figcaption></figcaption></figure>

   Here you can customize the theme of your dashboard as you wish, the preview of your changes are shown directly below the colour pallet.<br>
2. **Logo & Name :**  \
   Navigate to "**Branding**" -> sub-section "**Appearance**" -> sub-section "**Logo & Name**".\
   \
   Here you can upload one *Large* & one *Small* logo of your organization, as well as provide the name of your organization.\
   \
   These brandings will be used wherever needed on your *Dashboard* & *Emails* <br>

   <figure><img src="/files/XfIIqdj3NH3DkVNVUibO" alt="" width="543"><figcaption></figcaption></figure>
3. **Login Screen UI** : \
   Navigate to "**Branding**" -> sub-section "**Appearance**" -> sub-section "**Logo Screen UI**".\
   \
   Here you can customize the *Login Page* of your White-Labelled dashboard, such as *Background Image* & *Greeting*, as shown below.\ <br>

   <figure><img src="/files/FBkJsBCjMrjV2DhoVceP" alt="" width="533"><figcaption></figcaption></figure>

   You can see a comparison *<mark style="color:yellow;">Before</mark>* White-Labelling customization *vs <mark style="color:green;">After</mark>* White-Labelling customization below

<mark style="color:yellow;">**Before**</mark>**&#x20;:**&#x20;

<figure><img src="/files/ofK1DeJ8x52roko3brNA" alt="" width="563"><figcaption></figcaption></figure>

<mark style="color:green;">**After**</mark>**&#x20;:**&#x20;

<figure><img src="/files/DWDAWTSkXrQFJ2a0ijZr" alt="" width="563"><figcaption></figcaption></figure>

### 2. Company Details

1. **Company Info** : \
   Navigate to "**Branding**" -> sub-section "**Company Details**" -> sub-section "**Company Info**".\
   \
   In this section, you can fill in various details such as the *Website of your Company* or any *Social Media Pages* dedicated to your Organization!<br>

   <figure><img src="/files/lswxvubvPw8aCvSRHqvU" alt="" width="550"><figcaption></figcaption></figure>

   These links and sources will be used wherever you organization is represented via our dashboard, such as emails<br>
2. **Support Info** : \
   Navigate to "**Branding**" -> sub-section "**Company Details**" -> sub-section "**Support Info**".\
   \
   In this section you will see 2 fields *Support Bot* & *Support Mail*.\
   \&#xNAN;*Support Bot* : Click on the drop-down, where you can select any one of your active bots to be the chat-bot on your support page. Your clients can clarify any of their queries by speaking to this bot.\
   \
   \&#xNAN;*Support Mail :* You can enter any mail here that your clients can use to reach out to you. This mail will also receive any email queries from the support page of your dashboard.

### 3. Inviting Members

Users can only create accounts and become members on your Dashboard via ***Invites.***&#x20;

&#x20;To invite users on your dashboard, go to Main page where all your chat-bots are listed.\
Now select the chat-bot for which you want to invite members, go to its "**Overview**" page -> settings :gear: and scroll to the bottom. \
\
You will see a section as shown below&#x20;

<figure><img src="/files/jk6ITDkkSIm7TTvVV8j4" alt="" width="563"><figcaption></figcaption></figure>

Enter the email address that you wish to invite to your workspace, also check the ***Live Agent*** checkbox :ballot\_box\_with\_check: if you want that user to be able to <mark style="color:green;">Receive</mark> incoming ***Live Chat*** requests.\
\
Now click on **Assign Role** to send the invite.

They will receive an invite like the one shown below

<figure><img src="/files/v8aLnUWsmIB4OtXX3PSF" alt="" width="461"><figcaption></figcaption></figure>

They can click on the button provided after which they will be redirected to the **SignUp** page of your Dashboard

<figure><img src="/files/KHxoAs83DuXiCUFcr4lG" alt=""><figcaption></figcaption></figure>

Now using the ***same*** email to which the invite was sent, user can create a password and signup to your dashboard.&#x20;

{% hint style="info" %}
**Important Note :** If you have used *<mark style="color:blue;">**G**</mark><mark style="color:red;">**o**</mark><mark style="color:yellow;">**o**</mark><mark style="color:blue;">**g**</mark><mark style="color:green;">**l**</mark><mark style="color:red;">**e**</mark>**&#x20;Sign-In***, please refer to the section below, to learn how you can sign-in to your white-labelled dashboard, as *<mark style="color:blue;">**G**</mark><mark style="color:red;">**o**</mark><mark style="color:yellow;">**o**</mark><mark style="color:blue;">**g**</mark><mark style="color:green;">**l**</mark><mark style="color:red;">**e**</mark>**&#x20;Sign-In*** isn't compatible with white-labelled dashboards.
{% endhint %}

<details>

<summary>Sign-In to your white-labelled dashboard</summary>

Once you've made all the customizations to your dashboard, transition to your white-labelled dashboard by Clicking on the "**profile icon**" on top right corner -> got to "**Enterprise Mode**"

<img src="/files/M5KBkluicshUfqYZ31BE" alt="" data-size="original">

Now **Logout** of your dashboard and on the **Login** page click on the **Forgot Password** option.

<img src="/files/nvdVgZvFznRXtL5Zt1W5" alt="" data-size="original">

Enter the email ***to which this dashboard belongs.*** Click on "**Submit**", you will then receive a password reset link on that email.

<img src="/files/1G59UazjEPWDp2XtoQwA" alt="" data-size="original">

Click on the "**Reset Your Password**" button, after which you will be redirected to a screen on your dashboard like one shown below

<img src="/files/2snkVIX4A7l6FGd3huLz" alt="" data-size="original">

Now enter & confirm your password, then click on "**Reset Your Password**", and use that password to sign-in to confirm it has been successfully saved.

</details>

That's it! You can now modify & change the branding on your Dashboard with your own domains whenever you wish to better fit into your brand eco-system!


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