Branding & Domain Setup

This guide will help agencies configure their branding and domain for the Synup OS Client Dashboard (client apps your customers are using like Listings, Reviews, Social, or others) so that your clients see a fully white-labeled experience.

1. Branding Setup

Branding allows you to customize the look and feel of your Client Dashboard so your clients see your agency’s identity instead of Synup’s default branding.

Steps:

1. Log in to your Synup OS agency account.
   
   

2. Navigate to Settings → Branding → Client Dashboard (from the left-hand menu).

3. Upload your agency logo.
   
   

• Recommended format: PNG or JPG.
  
  

• Recommended size: At least 200x200 px for clarity (but you can add any size)
  
  

4. (Optional) Upload a Favicon.
   
   

• This small icon appears in the browser tab.

• Format: PNG or JPG

• Recommended size: at least 64 x 64 px for clarity (but you can add any size)
  
  

5. Choose your brand colors.
   
   

• Select the Primary Color (used for main buttons, highlights).
  
  

• Select the Background Color (used for accents and background).

6. Customizing Navigation:

Navigation customization allows you to decide what menu items your clients see when they log in to their dashboard, ensuring a tailored experience for each type of client.

• Go to Settings → Branding → Client Dashboard & scroll down to the bottom.

• Review the default navigation items available. 

• Use the toggle switches to show or hide specific menu items for clients.

• (Optional) Reorder navigation items to highlight your most important tools or apps first.

• You can use the edit button to edit the label of any menu item. For example, you could change “Reviews” to “Reputation”

• If you click on the arrow on any menu item, you can see the sub-menu items under the specific folder that you can edit or move around.
  

• You can also add a new menu item that links to an external URL (like support or project trackers) or folder that contains specific external URLs. Like creating a folder called “Support” that includes links to your contact page + project tracker.
  

• You can also hide, move, or copy a certain menu item.

• Save your changes. 

Your clients will only see the menu items relevant to them, making their dashboard simpler and more aligned with the services they use.

7. Click Save to apply changes. You can access any client app to see the changes you made.

Your clients will now see your logo, colors, and branding elements when they log in to their dashboard.

2. Domain Setup

Custom domain setup allows your clients to access the dashboard through a URL that matches your agency’s branding instead of Synup’s default domain.

Option 1: Using a Single Custom Subdomain for All Clients (Recommended)

You can set up one branded subdomain (e.g., marketing.agency_domain.com) that works for all clients.
This method does not require creating separate DNS records for each client.

Steps:

1. Go to your Domain Provider (e.g., GoDaddy, Namecheap, Cloudflare).
   
   

2. Create two CNAME records

First

• Host: (your chosen subdomain name) Eg: marketing
  
  

• Points to: agency_domain.myagencyportalapp.com (Eg: if your agency domain is litmus.com. Then you have to point to litmus.myagencyportalapp.com)

Second

Host: *.(your chosen subdomain name) Eg: *.marketing

Points to: agency_domain.myagencyportalapp.com

3. Save the DNS record.

Final Step: Connecting Your Domain in Synup

Once you’ve set up the DNS record (either single subdomain or client-specific):

1. In Synup OS, go to Settings → Domain Setup.
   
   

2. Enter your domain or subdomain (e.g., marketing.agency_domain.com).
   
   

3. Click Verify to check the DNS connection.
   
   

4. Once verified, your clients can log in through your branded URL.

Troubleshooting Tips

• DNS propagation may take up to 24 hours.
  
  

• Make sure the CNAME record is pointing exactly to agency_domain.myagencyportalapp.com.
  
  

• Use tools like DNS Checker to confirm if the record is live.