Partners' Guide: White-Labelling the Platform

White-labelling allows you to proudly display your brand (or your client’s brand) across the entire platform experience. Whether you're delivering a fully managed service or a co-branded solution, here is how you manage the visual identity of the platform for your partner account and customer base.

Need help with white-labelling at an individual customer level? See our Admin Managers' Guide: White-Labelling the Platform guide.

Watch our Video Tutorial:

Customise Branding & Theme

Match the platform to your brand identity in seconds:

Sign in to your Partner Dashboard.
Navigate to Settings > Branding

Setting Brand Colours:

Primary & Secondary Colours: Enter your hex colour codes (e.g., #3d4aff or #27ff24) or click the colour box to pick your exact brand shades.

Adding Your Logo:

Under the Logo section, click Update Logo.
Click Choose File to upload your image.

Suggested Size: Max size of 760px width × 120px height.

Use the Crop Image handles or the zoom icons (+ / -) in the top right corner to fine-tune the crop.
Keep an eye on the Preview box to make sure it looks pixel-perfect, then click Save.

Tip: Use a PNG file with a transparent background so your logo blends seamlessly into both light and dark header themes!

Preview & Save Your Branding:

Test the Look: Click the Preview button in the top right corner of the dashboard to see how your new colours and logo look live across the platform and customer accounts.
Save Changes: Click Save in the top right corner to publish your branding

Note: Once white-labelling is saved, your branding will automatically default across all your customer accounts (or sub-partner accounts at the Distributor level).

System Emails

Navigate to Settings > System Emails to edit automated emails sent across your accounts.

System Email Templates

Under the Templates tab, you can view and edit emails grouped by recipient type (Learner Emails, Manager Emails, and Partner Emails).
Browse Templates: Scroll through the list of automated emails
Edit Template: Click the pencil icon on the right side of any template row to edit the email.

Template Status Labels:

Modified (Yellow): You’ve made changes, but they aren't live yet. Click the square checkmark icon next to the pencil to publish your updates.
Published (Green): This version is live and actively being sent to your internal team and across all customer accounts.

System Preferences & Contacts

Switch to the Preferences tab to update your partner point-of-contact details.

Tip: Setting up your internal support email ensures customers and users know who to reach out to if they need help or have questions.

Note: Any system email templates you edit and publish at Partner level will automatically become available across all your customer accounts (or sub-partner accounts at the Distributor level).

Customise Phishing Simulation Templates

Go to Phishing > Templates.

You can duplicate existing templates or create new templates from scratch to make simulations more realistic, localised, and relevant to your team and customers.

Ways to Manage Templates:

Create From Scratch: Click the Create A Template button in the top right corner to build a completely custom email template.
Duplicate Existing Templates: Click the three dots(...) at the bottom of any template card and select Duplicate Template to use it as a starting point.
Save Favourites: Click the heart icon on any card to add it to your Favourites tab for fast access during simulation setup.
Filter & Search: Easily browse through All, My Templates, or Favourites, or use the dropdown filters to sort by Language, Name, Type, Topic, or Status.

Publishing & Partner Distribution

Note:

Remember to publish your template. Once published (Green), your custom template will be available to select when creating a simulation
Any templates you publish at the Partner level will automatically become available across all your customer accounts (or sub-partner accounts at the Distributor level).

Need help? See our Customise Phishing Templates guide

If you run into any questions or need advice on partner configuration, just pop us a message via the in-app chatbot or drop us an email via support. We’re happy to help! 😊