Introduction
Welcome to the OpenTrack White Label Connection help guide! This guide will walk you through the steps to set up and manage White Label Connections, enabling your customers to access the OpenTrack platform with tailored access to their containers. For an overview of the benefits of White Label Connections, click here!
Note: If your White Label Connection is already created and you just want to add users, skip to step 5.
Step 1:
Log in to your account using your registered email and password.
Navigate to the Connections tab in your Settings page. This is where you can create a new White Label Account.
Note: Before proceeding, ensure your account branding is complete. Contact OpenTrack Customer Success at support@opentrack.co if you need assistance.
Step 2: Initiate White Label Setup
Click on Add A Connection.
Enter the Company Name as it will appear in the platform. This is how you and your customers will see their name appear in the platform.
Fill in the Customer Code, matching the "customer" custom field in OpenTrack. The Customer Code is what OpenTrack will use to determine which containers to show your customer. In this field put the exact input you use for the "customer" custom field in OpenTrack. If you would like more information on how to assign containers to your White Label Connections, check out this article.
Note: If you have multiple codes you want to use for the "customer" custom field, reach out to OpenTrack to determine the best path forward for your use case.
Ensure containers are correctly assigned by checking for a green confirmation box.
Step 3: Double Check with Preview Mode
To ensure the White Label Account aligns with your branding, use Preview Mode.
Exit preview mode by clicking the Logout button in the top-right corner.
Once you have confirmed your logo and branding look correct, click Skip Preview, Go Straight to Invitation
Step 4: Invite Your First User
To finalize your White Label Portal setup, invite your first user.
The user’s email domain must differ from your company’s domain.
Personal email addresses are not allowed.
Fill in the new user information and click Finish
Your new user has now been invited to the OpenTrack platform! They will receive a branded email invitation to join their Customer White Label platform. The email will look similar to the below.
Congratulations! You have now created your White Label account! You should see the new account show up under the "Connections" tab in your settings.
Step 5: Add Additional Users
Next, we can add in additional users to our new White Label Connection. All users added to the White Label Connection will automatically be created as "Read Only" users, meaning they cannot track containers.
Click the User icon in the top-right corner of your White Label Connection dashboard.
Add the information for your new White Label user and click Invite
You may notice a orange clock icon next to your user invitees name. This icon means that your invited user has not yet logged in using their invitation email. The icon will disappear upon the user's first login.
Troubleshooting
If you encounter any issues during setup, contact customer support for assistance by using the "Chat" icon in the bottom left of your screen, or emailing support@opentrack.co
Conclusion
Congratulations! You have successfully added a White Label Connection. You can now manage and monitor your connection from your Connections dashboard.
For further assistance, please reach out to our support team.