White Label Client Portal

White Label Client Portal Built Around Your Brand

A white label client portal puts your logo, your colors and your portal name in front of every client — never a software vendor's. Build the portal once in AgentUI, reuse the same pattern for every client account, and change the layout and fields per client instead of squeezing them into someone else's template.

NW
Northwind Studio
Client Portal
Signed in
DL
OverviewDeliverablesInvoicesMessages
Delta Foods · Account
Q3 Brand Refresh — Final Files
Deliverable · Aug 14
Approved
Invoice #2291 · $8,400
Billing · Aug 12
Paid
Paid Social Report — July
Report · Aug 08
Shared
Landing Page Copy v4
Deliverable · Aug 05
Needs review
Photography Shot List
File · Jul 29
Approved
portal.northwindstudio.comPowered by Northwind Studio

Your client should never meet your software vendor

The portal is part of how your firm is judged. It should look like something you built — because with AgentUI, it is.

Prompt

Copy this prompt and get a branded portal back

Paste it into AgentUI and you get the white-label portal this page describes: your portal name, logo and accent color, one workspace per client account, and every client seeing only their own records. Change any table, field or brand detail before you paste — it is a starting point, not a fixed template. More variants live on the client portal prompt hub.

Prompt
Ready to paste
Build a white-label client portal for my agency that carries my brand, not a software vendor's.

Create a shared database with five tables: brand settings (portal name, logo file, accent colour, sign-in headline, reply-to email address), client accounts (company name, primary contact, contact email, account manager on my team, plan, status, plus per-account overrides for portal name and accent colour), deliverables (linked to a client account, title, due date, file attachment, approval status of Draft / Awaiting client / Approved / Changes requested), invoices (linked to a client account, invoice number, amount, due date, paid status) and updates (linked to a client account, author, message, posted at).

Give every client account its own workspace and give each client contact a login into that workspace only. A signed-in client must never see another client account's deliverables, invoices, files or updates, and never internal fields such as account manager notes. On my team, staff can read and edit every account; admins can also invite client contacts and edit branding.

Build a client workspace dashboard showing my logo and portal name, work in progress, files awaiting their approval and their open balance. Let the visible tabs and layout differ per client account. Add an internal view listing every client account with its branding and open items. Keep the client-facing screens and emails free of any vendor branding. Record who changed what and when in an audit log.
Paste into AgentUI chat
01

Your logo, your colors, your portal name — not ours

Upload your brand mark, set your palette, name the portal after your firm. Every paid AgentUI plan includes custom domains and removes the AgentUI badge, so the login screen your client lands on reads as your software from the first pixel.

Branding Settings
Saved · 2 min ago
Logo
NW
northwind-mark.svg
SVG · 24 KB · uploaded Aug 14
Replace
Palette
#134e4a
#0f766e
#f59e0b
#1f2937
#f8fafc
Portal name
Northwind Studio Portal
Domain
portal.northwindstudio.com
Hide AgentUI badge
Portal Layout · Delta Foods
Live
Prompt
“Add an Approvals tab for Delta Foods, hide the Media spend field, and rename Deliverables to Creative.”
OverviewCreativeApprovals · newInvoices
Fields
Campaign name
TextVisible
Monthly retainer
CurrencyVisible
Approval owner
UserVisible
Media spend
CurrencyHidden
Store location
SelectVisible
02

Change the layout and fields per client, not just the logo

Most branded client portal tools stop at a logo swap and leave you with the same rigid template for everyone. In AgentUI you describe the change in plain language: add an approvals tab for one client, hide billing for another, rename fields to match their vocabulary. The portal changes; your brand stays.

03

One portal pattern across every client account

Run every client workspace from one place. Role-based access decides who sees what, a shared database keeps one source of truth instead of a folder per client, and the audit log records who changed what and when — so no client ever sees another client's data.

Client Workspaces
12 active
DF
Delta Foods
6 portal users · 4 open items · Retainer
Current
HR
Harbor Realty
3 portal users · 1 open items · Project
VC
Vela Cosmetics
8 portal users · 9 open items · Retainer
OM
Orion Manufacturing
4 portal users · 2 open items · Retainer
Audit log
M. Okafor granted Vela Cosmetics · Viewer09:14
Portal branding updated · Harbor Realty08:42
Invoice #2291 marked Paid · Delta FoodsYesterday
04

Who a white label portal for agencies is for

Marketing and creative agencies, consultancies, bookkeeping and accounting firms, recruiters and managed service providers — any team whose clients pay for expertise and expect the delivery to look as professional as the work. If your clients currently land on a shared Drive folder or a login screen carrying someone else's name, this is the gap.

05

Spin up the next client's portal without paying a developer

New client onboarding shouldn't start with a quote from an agency dev. Duplicate the portal pattern, point it at that client's data, adjust what they need and hand over the login. Plans start free ($0/mo, 1 member, 3 projects) and scale with your book of business — Solo at $25/mo, Builder at $49.99/mo, and Team from $99.99/mo for 10 members.

06

White-glove onboarding so the portal isn't one person's job

Internal tools usually become the fragile dependency of whoever built them. AgentUI pairs the AI builder with real humans who set the portal up with you, so the branding, the client workspaces and the access rules are documented and anyone on your team can change them later.

Questions agencies ask before switching

Will my clients see the AgentUI name anywhere?

No. Paid plans remove the AgentUI badge and support custom domains, so the portal carries your brand mark, your portal name and your address.

Do I need a separate portal for each client?

No. You build one portal pattern and give each client their own workspace inside it. Role-based access keeps each client's records visible only to them and to the people on your team you assign.

Can each client's portal look and behave differently?

Yes. Layout, tabs and fields are editable per client — you describe the change and the portal updates. You are not locked into one template.

Can I try it before committing?

Yes. The Free plan is $0/mo with 1 member and 3 projects, which is enough to brand a portal and show it to a client before you upgrade.

Put your brand on the portal your clients log into