Brandy White-Label Client Space Provisioning (Onboarding)

Brandy White-Label Client Space Provisioning (Onboarding)

1. 01

   Confirm the client's plan tier before creating anything

   Pro at $5/month covers 1 brand space and 50GB, Business at $35/month covers 10 brand spaces and 100GB, Premium at $100/month covers 50 brand spaces and 300GB. Count the client's live brands first, because a 12-brand retail group cannot fit on Business and the upgrade conversation has to happen before the kickoff call, not after.

2. 02

   Create the dedicated brand space and upload the core asset set

   Load logos, color values, fonts, and the written guidelines into collections inside that space. Keep the folder logic identical across every client so a designer moving between accounts does not relearn navigation on each retainer.

3. 03

   Apply advanced permissions and password protection to the space

   Restrict upload and delete rights to agency staff, leave client marketing contacts on view and download. Password-protect anything pre-launch, since an unprotected shareable link is the fastest way for an unreleased campaign to reach a competitor.

4. 04

   Generate the shareable links and embeds the client will actually use

   Produce one link per audience: vendors and printers get the logo and file pack, the client's internal team gets the full guidelines space, and any external agency gets a read-only view. Label each link with its audience in the link name so revocation stays simple.

5. 05

   Turn on white-label presentation for the client-facing view

   Set the custom URL, upload the agency logo, and remove the Brandy branding from the login portal. Pro already includes branding removal and white label, so there is no reason to hand a client a portal that advertises the underlying vendor.

6. 06

   Assign asset organization work through task mode

   Create tasks for tagging, renaming, and collection cleanup, and assign them to named team members with a due date. Unassigned cleanup tasks in a fresh space are how a 300GB Premium account turns into an unsearchable dump within two quarters.

7. 07

   Set the storage and usage review cadence before handoff

   Note the space's storage ceiling (50GB, 100GB, or 300GB depending on tier) and schedule a monthly check of brand analytics and storage consumption. Flag any client approaching the ceiling early enough to move them up a tier rather than mid-campaign.

8. 08

   Document the retainer line item and the client's named admin

   Record which agency staffer owns the space, which client contact can request new users, and what the client is billed for the managed brand hub. A white-label portal with no named owner on either side becomes an orphaned login within 90 days.