Partner Onboarding

Partner onboarding creates the branded portal your clients will use to access the Acquisity-powered offer you sell. This guide walks you through the full setup: subscription, custom domain, branding, feature access, and final login checks.

Watch the Setup Guide

Before You Start

Have these ready before you open the wizard:

You do not need to understand code. Most of the setup is copying values from Acquisity into your domain provider.

If you choose a custom domain, you may need help from whoever manages your website or domain.

Key Steps

1. Open the Partner Setup Wizard

• In Acquisity, go to Settings.
• Find Become a Partner at the bottom of the sidebar.
• Open the onboarding wizard to start creating your partner workspace.

2. Enter the Partner Workspace Name and Subscribe

• Enter the partner name clients should recognise.
• Click Get Started.
• Complete the white-label partner subscription to unlock partner workspace features.
• Confirm the subscription is active before spending time on branding or DNS.

3. Decide Whether to Add a Custom Domain Now or Later

• Review the option to add a custom domain.
• If you want to move quickly, use the pre-generated domain first and add your custom domain later.
• For the cleanest launch, plan to use a subdomain connected to your main website domain.

4. Choose and Enter the Subdomain

• Use a subdomain such as app.yourmaindomain.com.
• Good examples include:
  • app.whitelabelpartners.com
  • os.whitelabelpartners.com
  • demo.whitelabelpartners.com
• Enter the full subdomain in the setup wizard.
• Click Add Custom Domain.

5. Add DNS Records in Your Domain Registrar

• Copy the DNS values shown in Acquisity.
• Log in to your domain registrar, such as GoDaddy, Cloudflare, Porkbun, Namecheap, or Squarespace.
• Open the DNS settings for your domain.
• Add the required record using the values from Acquisity.

6. Configure the DNS Record Correctly

• Use CNAME for a subdomain.
• Use an A record only if you are connecting the main domain.
• Set Name or Host to the subdomain word, such as app.
• Set Value, Target, or Points to to the destination shown in Acquisity.
• If you use Cloudflare, make sure Proxy Status is disabled.

For provider-specific steps, use Branding & domains or Domain Provider Setup.

7. Verify DNS and Wait for Propagation if Needed

• Return to Acquisity.
• Click Verify DNS Configuration.
• If verification fails, wait a few minutes and try again.
• DNS changes can take time to update, so repeat verification until Acquisity confirms the domain.

8. Apply Branding and Theme Settings

• Continue to the branding step after DNS is verified.
• Upload your logo.
• Select a theme colour that clearly separates your branded portal from the default platform.
• Save the branding changes and continue.

9. Review Platform Feature Settings

• Review which platform features should be available for partner workspaces.
• If you are not ready to configure this now, skip the step.
• You can adjust feature access later in Partner Panel.

10. Complete Setup and Confirm Access

• Click Complete Setup.
• Select Go to Partner Sign-In.
• Log in to confirm the workspace loads with your branding.
• Open the workspace switcher and confirm you can access Partner Panel.

Cautionary Notes

• Do not skip DNS verification before assuming the custom domain is working.
• DNS propagation can take several minutes, so a failed verification may simply mean you need to wait and retry.
• Turn off Cloudflare proxy for the domain record, or verification may fail.
• Use a subdomain whenever possible, because it keeps your main website separate from your client login page.
• Confirm the subscription is active before spending time on branding or DNS setup.

Tips for a Faster Setup

• Prepare your domain registrar login before starting the wizard.
• Have your logo file and preferred brand colours ready.
• Use a simple subdomain such as app to keep setup easy.
• If DNS does not verify immediately, wait 1 to 5 minutes before retrying.
• Configure advanced feature access later in Partner Panel if you want to launch faster.

Recommended First Day Setup

After onboarding:

1. Check your logo and theme.
2. Use the partner subdomain while you test.
3. Create one test client user.
4. Log in as that user or preview their workspace.
5. Confirm the client view looks clear, branded, and focused before inviting real clients.
6. Decide which features belong in your first client package.

What a Good First Launch Looks Like

For the first client, aim for a focused experience:

• One branded login link.
• One clean client workspace.
• Only the tools included in the package you sold.
• A short announcement that explains what the client should do first.
• A support route your client understands.

This keeps the portal feeling like a polished product, not a messy internal dashboard.

Related

• Partner Panel
• Branding & domains
• Domain Provider Setup
• Users & workspaces
• Payouts
• Why do I have to onboard again in my new workspace or account?