How to Manage Your White-Label (Agency) Account

Follow the steps below to set up and manage your Agency & White-Label account in Personizely.

1. Access the Agency Dashboard

From your Personizely Dashboard, click on your profile name in the bottom-left corner and select Agency from the menu.

This will open the Agency Dashboard, where you can configure white-label settings, manage subaccounts, slots and integrations.

2. Configure Agency Branding

Go to the Settings tab in the Agency section and select Agency.

Here you can set your Brand Identity and upload your Brand Assets:

Brand Name
Logo
Logo on dark background
Favicon 32×32
Favicon 16×16

3. Configure DNS Settings

Go to the DNS tab.

Here you can set up the custom domain that your clients will use to log in to your white-label dashboard.

Add your domain
Copy the DNS records displayed (CNAME/TXT) and add them to your domain provider’s DNS settings
Personizely will verify the records and activate the white-label domain

4. Manage Slots for Subaccounts

Go to the Slots tab to manage subscription plans for subaccounts.

Click Add a slot, set the monthly visitors and choose between Essential or Premium, then click Create slot.

Essential includes basic A/B testing, widgets, surveys and upsell tools.Premium adds content, template and price A/B testing, personalization and advanced targeting.

5. Enable Integrations

In the Integrations tab, you can connect third-party services through OAuth.

For integrations that require OAuth:

Click Enable next to the desired service
Fill in the Client ID and Client Secret from your app on the third-party platform
Save the integration

6. Create Subaccounts

Once branding, DNS and at least one slot are set up, you can create subaccounts for clients.

In the Accounts tab, click Create subaccount
Fill in Company name, Domain, Email, Password
Select a Slot plan
Click Create

The subaccount will be provisioned under your white-label domain with the selected plan assigned.

Before creating a subaccount, make sure a card is attached as a payment method. A slot can only be assigned if a valid payment method is present on the Agency account.If no card is on file, you will see the error: Cannot change the subscription as there is no valid card on file.

7. Manage and Scale

You can edit or delete slots and subaccounts at any time from the Agency Dashboard. This allows you to scale and manage multiple client accounts from one place.

You’ve successfully set up and learned how to manage your White-Label Agency account. From branding and DNS configuration to slot management and subaccount creation, you now have full control over how your clients experience Personizely under your brand.

Updated on: 06/10/2025

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