# Agency Company Settings in GHL Customer Care > Learn to configure GHL Customer Care Agency Company Settings: update branding, domains, security, and add custom CSS for a professional client experience. - Source: https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/agency-company-settings-in-ghl-customer-care - Section: Settings / Agency Settings - Reading time: 9 min - Images: 16, each explained below - Modified on Tue, 21 Apr at 7:02 AM --- This article will show you how to update and personalize your Agency Company Settings in GHL Customer Care! From updating your agency's name, email, and logo to adding custom code or enabling powerful features like AI and advanced triggers, this guide walks you through every tab and option available in the updated UI. --- **TABLE OF CONTENTS** - [Key Benefits of Agency Company Settings](#key-benefits-of-agency-company-settings) - [What are Agency Company Settings (and How do you access Them)?](#what-are-agency-company-settings-and-how-do-you-access-them) - [Part 1: Basic Details Tab](#part-1-basic-details-tab) - [Part 2: Whitelabel Tab](#part-2-whitelabel-tab) - [Part 3: Advanced Settings](#part-3-advanced-settings) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- ## **Key Benefits of Agency Company Settings** Agency Company Settings enhance your ability to deliver a professional, consistent, and flexible experience across all GHL Customer Care accounts under your agency. - Customize branding for your login portal and interface - Control agency-wide contact information and address - Add custom code (JS/CSS) to tailor platform appearance and function - Toggle advanced tools like AI Employees and Premium Triggers - Configure whitelabel and API domains for seamless branding - Set session timeout, time zones, and client-facing experience settings --- ## **What are Agency Company Settings (and How do you access Them)?** **Agency Company Settings** is your central control panel for managing your agency's identity, branding, and global platform settings across all subaccounts. From customizing your logo and login domain to enabling powerful tools like Workflow AI or Template Libraries, everything starts here. You can find these settings inside your **Agency Dashboard** by following these steps: **Step 1**: Click the **Settings** gear icon on the bottom-left navigation panel and select the **Company** tab at the top. ![What are Agency Company Settings (and How do you access Them)? (image 1 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044335355/original/3d3Wy3s1-BXE8ZNtznjKbzmuN420TfZ_6Q.png) **What are Agency Company Settings (and How do you access Them)? (image 1 of 16)** This screenshot appears in the "What are Agency Company Settings (and How do you access Them)?" section of "Agency Company Settings in GHL Customer Care". The text alongside this image reads: Step 1: Click the Settings gear icon on the bottom-left navigation panel and select the Company tab at the top. Immediately after, the guide continues: Step 2: Explore the three primary tabs, which are explained in detail below. - What to choose: Step 1: Click the Settings gear icon on the bottom-left navigation panel and select the Company tab at the top. - Controls: Agency Company Settings, Agency Dashboard, Step 1, Settings, Company, Step 2, Basic Details, Whitelabel, Advanced Settings - Next: Step 2: Explore the three primary tabs, which are explained in detail below: Full procedure: 1. Basic Details – Core business information, location, and toggles for agency-wide features. 2. Whitelabel – Custom logos, domains, legal policy links, and styling with custom code. 3. Advanced Settings – Security preferences, session timeouts, onboarding optimization tools. **Step 2**: Explore the three primary tabs, which are explained in detail below:  ![What are Agency Company Settings (and How do you access Them)? (image 2 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044341926/original/oN3SPV9ZRauASt7OzRiJQpL4JKXE2s8s0w.jpeg) **What are Agency Company Settings (and How do you access Them)? (image 2 of 16)** This screenshot appears in the "What are Agency Company Settings (and How do you access Them)?" section of "Agency Company Settings in GHL Customer Care". The text alongside this image reads: Step 2: Explore the three primary tabs, which are explained in detail below. Immediately after, the guide continues: Basic Details – Core business information, location, and toggles for agency-wide features. Whitelabel – Custom logos, domains, legal policy links, and styling with custom code. Advanced Settings – Security preferences, session timeouts…. - What this covers: Step 2: Explore the three primary tabs, which are explained in detail below: - Controls: Agency Company Settings, Agency Dashboard, Step 1, Settings, Company, Step 2, Basic Details, Whitelabel, Advanced Settings - Next: Basic Details – Core business information, location, and toggles for agency-wide features. Whitelabel – Custom logos, domains, legal policy links, and styling with custom code. Advanced Settings – Security preferences, session timeouts, onboarding optimization tools. Full procedure: 1. Basic Details – Core business information, location, and toggles for agency-wide features. 2. Whitelabel – Custom logos, domains, legal policy links, and styling with custom code. 3. Advanced Settings – Security preferences, session timeouts, onboarding optimization tools. 1. **Basic Details** – Core business information, location, and toggles for agency-wide features. 2. **Whitelabel** – Custom logos, domains, legal policy links, and styling with custom code. 3. **Advanced Settings** – Security preferences, session timeouts, onboarding optimization tools. --- ## **Part 1: Basic Details Tab** The Basic Details Tab is where you set the foundation of your agency’s identity inside GHL Customer Care. From your business name and niche to contact info and feature toggles, this area sets the tone for your agency across the platform. ### **1\. Company Info & Identity** Update basic company details, such as your agency’s name, contact info, and website to ensure consistent branding across the platform. These fields form the foundation of your agency’s identity and appear in client-facing areas like login portals, email templates, and system-generated messages. - **Company Name, Email, Phone** – Your main business identifiers used in headers, emails, and system elements. - **Website URL** – This adds credibility and is referenced in white-labeled experiences. - **Business Category & Niche** – Helps personalize GHL Customer Care features for your industry. - **Usage Type** – Define if you're an agency or a business using GHL Customer Care directly. ![1. Company Info & Identity (image 3 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044336977/original/kcnSKPrTmWR5gtCQVIk18ws0NzzZo8o0Ow.png) **1. Company Info & Identity (image 3 of 16)** This screenshot appears in the "1. Company Info & Identity" section of "Agency Company Settings in GHL Customer Care". The text alongside this image reads: Company Name, Email, Phone – Your main business identifiers used in headers, emails, and system elements. Website URL – This adds credibility and is referenced in white-labeled experiences. Business Category & Niche – Helps personalize GHL Customer Care features for your industry. Usage Type –…. Immediately after, the guide continues: Address, City, State, Zip, Country – Used in system templates and for compliance Time Zone – Affects automation timing, workflow logs, and campaign accuracy. - What to fill in: Company Name, Email, Phone – Your main business identifiers used in headers, emails, and system elements. Website URL – This adds credibility and is referenced in white-labeled experiences. Business Category & Niche – Helps personalize GHL Customer Care features for your industry. Usage Type – Define if you're an agency or a business using GHL Customer Care directly. - Controls: Company Name, Email, Phone, Website URL, Business Category & Niche, Usage Type - Next: Address, City, State, Zip, Country – Used in system templates and for compliance Time Zone – Affects automation timing, workflow logs, and campaign accuracy Full procedure: 1. Company Name, Email, Phone – Your main business identifiers used in headers, emails, and system elements. 2. Website URL – This adds credibility and is referenced in white-labeled experiences. 3. Business Category & Niche – Helps personalize GHL Customer Care features for your industry. 4. Usage Type – Define if you're an agency or a business using GHL Customer Care directly. ### **2\. Company Address & Time Zone** - **Address, City, State, Zip, Country** – Used in system templates and for compliance - **Time Zone** – Affects automation timing, workflow logs, and campaign accuracy ![2. Company Address & Time Zone (image 4 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044337060/original/Iv5JRQ45GcaBIDmN5nSL6vhC7f9Kg3cNZg.png) **2. Company Address & Time Zone (image 4 of 16)** This screenshot appears in the "2. Company Address & Time Zone" section of "Agency Company Settings in GHL Customer Care". The text alongside this image reads: Address, City, State, Zip, Country – Used in system templates and for compliance Time Zone – Affects automation timing, workflow logs, and campaign accuracy. Immediately after, the guide continues: Enable or disable agency-level tools and automation helpers. - What this covers: Address, City, State, Zip, Country – Used in system templates and for compliance Time Zone – Affects automation timing, workflow logs, and campaign accuracy - Controls: Address, City, State, Zip, Country, Time Zone - Next: Enable or disable agency-level tools and automation helpers: Full procedure: 1. Address, City, State, Zip, Country – Used in system templates and for compliance 2. Time Zone – Affects automation timing, workflow logs, and campaign accuracy ### **3\. Feature Toggles** Enable or disable agency-level tools and automation helpers: - **AI Employee** – A Smart assistant to handle repetitive tasks. For more, visit [AI Employee Overview](https://docs.ghlcustomercare.com/docs/ai-employee/ai-employee/ai-employee-access-rebilling-and-reselling). - **Workflow AI** – Inject AI logic into workflows. For more, visit [How to Enable and Rebill Workflow AI?](https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-enable-and-rebill-workflow-external-ai-models) - **Auto-complete Address** – Improve form usability for clients. For more, visit [How To Use and Rebill Auto-Complete Address](https://docs.ghlcustomercare.com/docs/sites/forms/how-to-use-address-auto-complete-in-ghl-customer-care-forms-and-surveys) - **LC - Premium Triggers & Actions -** LC Premium Triggers & Actions will be used in workflows. For more, visit How to enable and rebill LC Premium Triggers & Actions for Workflows - **Domain Purchase** – Allow clients to buy domains inside the platform. For more visit [How to Enable and Rebill Domain Purchase?](https://docs.ghlcustomercare.com/docs/settings/domain-purchase-transfer/how-to-enable-and-rebill-domain-purchase) - **Template Library** – Share funnels, websites, and templates. For more, visit [Template Library Overview & Setup](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/template-library-overview-setup). ![3. Feature Toggles (image 5 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044337953/original/xnOPK0YA9R1yLprHbL4NAXJ1vp4qG8uDDg.png) **3. Feature Toggles (image 5 of 16)** This screenshot appears in the "3. Feature Toggles" section of "Agency Company Settings in GHL Customer Care". The text alongside this image reads: AI Employee – A Smart assistant to handle repetitive tasks. For more, visit AI Employee Overview. Workflow AI – Inject AI logic into workflows. For more, visit How to Enable and Rebill Workflow AI? Auto-complete Address – Improve form usability for clients. For more, visit How To Use and Rebill…. Immediately after, the guide continues: The Whitelabel tab lets you fully customize your agency’s branding for client-facing experiences. Add your logo, use your own domains, and maintain compliance with legal policies. - What this covers: AI Employee – A Smart assistant to handle repetitive tasks. For more, visit AI Employee Overview. Workflow AI – Inject AI logic into workflows. For more, visit How to Enable and Rebill Workflow AI? Auto-complete Address – Improve form usability for clients. For more, visit How To Use and Rebill Auto-Complete Address LC - Premium Triggers & Actions - LC Premium Triggers & Actions will be used in workflows. For more, visit How to enable and rebill LC Premium Triggers & Actions for Workflows Domain Purchase – Allow clients to buy domains inside the platform. For more visit How to Enable and Rebill Domain Purchase? Template Library – Share funnels, websites, and templates. For more, visit Template Library Overview & Setup. - Controls: AI Employee, Workflow AI, Auto-complete Address, LC - Premium Triggers & Actions -, Domain Purchase, Template Library - Next: The Whitelabel tab lets you fully customize your agency’s branding for client-facing experiences. Add your logo, use your own domains, and maintain compliance with legal policies. Full procedure: 1. AI Employee – A Smart assistant to handle repetitive tasks. For more, visit AI Employee Overview. 2. Workflow AI – Inject AI logic into workflows. For more, visit How to Enable and Rebill Workflow AI? 3. Auto-complete Address – Improve form usability for clients. For more, visit How To Use and Rebill Auto-Complete Address 4. LC - Premium Triggers & Actions - LC Premium Triggers & Actions will be used in workflows. For more, visit How to enable and rebill LC Premium Triggers & Actions for Workflows 5. Domain Purchase – Allow clients to buy domains inside the platform. For more visit How to Enable and Rebill Domain Purchase? 6. Template Library – Share funnels, websites, and templates. For more, visit Template Library Overview & Setup. --- ## **Part 2:** Whitelabel Tab The Whitelabel tab lets you fully customize your agency’s branding for client-facing experiences. Add your logo, use your own domains, and maintain compliance with legal policies. ### **1\. Logo & Branding** Upload your agency logo to display in key client-facing areas such as the login screen, app header, and system-generated emails. A clear, professional logo helps reinforce your brand identity across the platform. - Recommended logo size: 350px \* 180px. No bigger than 2.5 MB - Appears in: - Login screen - App header - Notification emails - Some widgets and form footers ![1. Logo & Branding (image 6 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044339561/original/wyTbWYDKlajOFOaNZrPuaqX25oVntcJa0Q.png) **1. Logo & Branding (image 6 of 16)** This screenshot appears in the "1. Logo & Branding" section of "Agency Company Settings in GHL Customer Care". The text alongside this image reads: Recommended logo size: 350px * 180px. No bigger than 2.5 MB Appears in. This part of the guide covers 6 fields, listed below. Immediately after, the guide continues: Favicons are the small icons that appear in browser tabs and link previews. GHL Customer Care supports favicons on specific branded experiences (sites, client portals, and membership/course sites). Use this guide to understand where you can…. - What this covers: Recommended logo size: 350px * 180px. No bigger than 2.5 MB Appears in: - Fields: Recommended logo size: 350px * 180px. No bigger than 2.5 MB, Appears in:, Login screen, App header, Notification emails, Some widgets and form footers - Next: Favicons are the small icons that appear in browser tabs and link previews. GHL Customer Care supports favicons on specific branded experiences (sites, client portals, and membership/course sites). Use this guide to understand where you can set a favicon and how it displays across your brand. Full procedure: 1. Recommended logo size: 350px * 180px. No bigger than 2.5 MB 2. Appears in: ### **2\. Favicon & Where It Applies** Favicons are the small icons that appear in browser tabs and link previews. GHL Customer Care supports favicons on specific branded experiences (sites, client portals, and membership/course sites). Use this guide to understand where you can set a favicon and how it displays across your brand. - **Agency Wide Favicon Availability:** There isn’t a separate agency-wide favicon upload in _Company → Whitelabel_ at this time. Use the asset-specific options below. - **Websites & Funnels:** Set the favicon from the site builder so it appears across your site pages. **Path:** Sub-account → _Sites_ → open site → Site Settings → **Favicon**. ![Step 2 of 4: Websites & Funnels: Set the favicon from the site builder so it…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155063042732/original/_V-A498nab8v9MEzWdP2HEbFfAmFX5luuQ.png) **Step 2 of 4: Websites & Funnels: Set the favicon from the site builder so it…** This screenshot accompanies step 2 of 4 in the "2. Favicon & Where It Applies" section of "Agency Company Settings in GHL Customer Care". At this point in the walkthrough you websites & Funnels: Set the favicon from the site builder so it appears across your site pages. Path: Sub-account → Sites → open site → Site Settings → Favicon. The navigation path used here is Memberships > Courses. The next step is to client Portal: Customize the favicon for each sub-account’s Client Portal to match your brand. Path: Sub-account → Client Portal settings → Branding → Favicon. - Path: Memberships > Courses - What this covers: Websites & Funnels: Set the favicon from the site builder so it appears across your site pages. Path: Sub-account → Sites → open site → Site Settings → Favicon. - Controls: Favicon - Next: Client Portal: Customize the favicon for each sub-account’s Client Portal to match your brand. Path: Sub-account → Client Portal settings → Branding → Favicon. Full procedure: 1. Agency Wide Favicon Availability: There isn’t a separate agency-wide favicon upload in Company → Whitelabel at this time. Use the asset-specific options below. 2. Websites & Funnels: Set the favicon from the site builder so it appears across your site pages. Path: Sub-account → Sites → open site → Site Settings → Favicon. <- this image 3. Client Portal: Customize the favicon for each sub-account’s Client Portal to match your brand. Path: Sub-account → Client Portal settings → Branding → Favicon. 4. Membership: Update the course site favicon via the theme customizer. Path: Sub-account → Memberships > Courses → Favicon. - **Client Portal:** Customize the favicon for each sub-account’s Client Portal to match your brand. **Path:** Sub-account → _Client Portal_ settings → Branding → **Favicon**. ![Step 3 of 4: Client Portal: Customize the favicon for each sub-account’s Client…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155063043042/original/o8DTwi0iNkDNknSHRzgM5Xuz0pOGLTX2eg.png) **Step 3 of 4: Client Portal: Customize the favicon for each sub-account’s Client…** This screenshot accompanies step 3 of 4 in the "2. Favicon & Where It Applies" section of "Agency Company Settings in GHL Customer Care". At this point in the walkthrough you client Portal: Customize the favicon for each sub-account’s Client Portal to match your brand. Path: Sub-account → Client Portal settings → Branding → Favicon. The navigation path used here is Memberships > Courses. The next step is to membership: Update the course site favicon via the theme customizer. Path: Sub-account → Memberships > Courses → Favicon. - Path: Memberships > Courses - What this covers: Client Portal: Customize the favicon for each sub-account’s Client Portal to match your brand. Path: Sub-account → Client Portal settings → Branding → Favicon. - Controls: Favicon - Next: Membership: Update the course site favicon via the theme customizer. Path: Sub-account → Memberships > Courses → Favicon. Full procedure: 1. Agency Wide Favicon Availability: There isn’t a separate agency-wide favicon upload in Company → Whitelabel at this time. Use the asset-specific options below. 2. Websites & Funnels: Set the favicon from the site builder so it appears across your site pages. Path: Sub-account → Sites → open site → Site Settings → Favicon. 3. Client Portal: Customize the favicon for each sub-account’s Client Portal to match your brand. Path: Sub-account → Client Portal settings → Branding → Favicon. <- this image 4. Membership: Update the course site favicon via the theme customizer. Path: Sub-account → Memberships > Courses → Favicon. - **Membership:** Update the course site favicon via the theme customizer. **Path:** Sub-account → _Memberships > Courses_ → **Favicon**. ![Step 4 of 4: Membership: Update the course site favicon via the theme customizer…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155063043295/original/NeeLAZjU2qhgGfPKxjD5nD0LchRIzdUgRQ.png) **Step 4 of 4: Membership: Update the course site favicon via the theme customizer…** This screenshot accompanies step 4 of 4 in the "2. Favicon & Where It Applies" section of "Agency Company Settings in GHL Customer Care". At this point in the walkthrough you membership: Update the course site favicon via the theme customizer. Path: Sub-account → Memberships > Courses → Favicon. The navigation path used here is Memberships > Courses. - Path: Memberships > Courses - What this covers: Membership: Update the course site favicon via the theme customizer. Path: Sub-account → Memberships > Courses → Favicon. - Controls: Favicon Full procedure: 1. Agency Wide Favicon Availability: There isn’t a separate agency-wide favicon upload in Company → Whitelabel at this time. Use the asset-specific options below. 2. Websites & Funnels: Set the favicon from the site builder so it appears across your site pages. Path: Sub-account → Sites → open site → Site Settings → Favicon. 3. Client Portal: Customize the favicon for each sub-account’s Client Portal to match your brand. Path: Sub-account → Client Portal settings → Branding → Favicon. 4. Membership: Update the course site favicon via the theme customizer. Path: Sub-account → Memberships > Courses → Favicon. <- this image ### **3\. Custom Domains** Set up your own custom domains to completely white-label the login experience and link tracking. These domains remove GHL Customer Care branding from your client interactions and increase trust and professionalism. - **Whitelabel Domain** – Branded domain for your desktop login portal. For more, visit [How to Set Up a Whitelabel Domain for the Desktop Web App](https://docs.ghlcustomercare.com/docs/add-ons-and-sales-trainings/whitelabel-desktop-app/how-to-set-up-a-whitelabel-domain-for-the-desktop-web-app). - **API Domain** – Customize system-generated links in GHL Customer Care by configuring branded (API) domains at both the Agency and Sub-account levels. For more, visit [Branding System-Generated Links (API Domain)](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/branding-system-generated-links-api-domain). ![3. Custom Domains (image 10 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044339622/original/jTYvfdGNgSGxMssSBWjrQSVZeYDPoXPd8g.png) **3. Custom Domains (image 10 of 16)** This screenshot appears in the "3. Custom Domains" section of "Agency Company Settings in GHL Customer Care". The text alongside this image reads: Whitelabel Domain – Branded domain for your desktop login portal. For more, visit How to Set Up a Whitelabel Domain for the Desktop Web App. API Domain – Customize system-generated links in GHL Customer Care by configuring branded (API) domains at both the Agency and Sub-account levels. For more…. Immediately after, the guide continues: Ensure legal compliance and transparency by linking to your agency’s Privacy Policy and Terms & Conditions. These links appear in widgets, forms, and login pages where needed. - What this covers: Whitelabel Domain – Branded domain for your desktop login portal. For more, visit How to Set Up a Whitelabel Domain for the Desktop Web App. API Domain – Customize system-generated links in GHL Customer Care by configuring branded (API) domains at both the Agency and Sub-account levels. For more, visit Branding System-Generated Links (API Domain). - Controls: Whitelabel Domain, API Domain - Next: Ensure legal compliance and transparency by linking to your agency’s Privacy Policy and Terms & Conditions. These links appear in widgets, forms, and login pages where needed. Full procedure: 1. Whitelabel Domain – Branded domain for your desktop login portal. For more, visit How to Set Up a Whitelabel Domain for the Desktop Web App. 2. API Domain – Customize system-generated links in GHL Customer Care by configuring branded (API) domains at both the Agency and Sub-account levels. For more, visit Branding System-Generated Links (API Domain). ### **4\. Policy URLs** Ensure legal compliance and transparency by linking to your agency’s Privacy Policy and Terms & Conditions. These links appear in widgets, forms, and login pages where needed. - **Privacy Policy URL** – Required for compliance in most public-facing widgets - **Terms & Conditions URL** – Helps clients understand their usage obligations For more, you can refer to [GDPR Compliance and Data Privacy](https://docs.ghlcustomercare.com/docs/add-ons-and-sales-trainings/compliance/gdpr-compliance-and-data-privacy) ![4. Policy URLs (image 11 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044341061/original/Z6eP9slBs3i0GYs9ALWwq15wkU8ewCFNUg.png) **4. Policy URLs (image 11 of 16)** This screenshot appears in the "4. Policy URLs" section of "Agency Company Settings in GHL Customer Care". The text alongside this image reads: For more, you can refer to GDPR Compliance and Data Privacy. Immediately after, the guide continues: Use custom code to style your agency dashboard and add third-party tools or custom logic. - What this covers: For more, you can refer to GDPR Compliance and Data Privacy - Controls: Privacy Policy URL, Terms & Conditions URL - Next: Use custom code to style your agency dashboard and add third-party tools or custom logic. Full procedure: 1. Privacy Policy URL – Required for compliance in most public-facing widgets 2. Terms & Conditions URL – Helps clients understand their usage obligations --- ### **5\. Custom Code (JS & CSS)** Use custom code to style your agency dashboard and add third-party tools or custom logic. - **Custom JavaScript**: For live chat widgets, Google Analytics, tracking pixels, etc. - **Custom CSS**: For styling the platform, hiding elements, and adjusting branding. ![5. Custom Code (JS & CSS) (image 12 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044341106/original/o8YYWXWkJICkEPe8mR4tZWoibxolM50Gow.png) **5. Custom Code (JS & CSS) (image 12 of 16)** This screenshot appears in the "5. Custom Code (JS & CSS)" section of "Agency Company Settings in GHL Customer Care". The text alongside this image reads: Custom JavaScript: For live chat widgets, Google Analytics, tracking pixels, etc. Custom CSS: For styling the platform, hiding elements, and adjusting branding. Immediately after, the guide continues: IMPORTANT: Custom JS/CSS is powerful but unsupported. Changes made to GHL Customer Care’s core UI may break your code. Always test thoroughly. - What this covers: Custom JavaScript: For live chat widgets, Google Analytics, tracking pixels, etc. Custom CSS: For styling the platform, hiding elements, and adjusting branding. - Controls: Custom JavaScript, Custom CSS, IMPORTANT - Next: IMPORTANT: Custom JS/CSS is powerful but unsupported. Changes made to GHL Customer Care’s core UI may break your code. Always test thoroughly. Full procedure: 1. Custom JavaScript: For live chat widgets, Google Analytics, tracking pixels, etc. 2. Custom CSS: For styling the platform, hiding elements, and adjusting branding. **IMPORTANT**: Custom JS/CSS is powerful but unsupported. Changes made to GHL Customer Care’s core UI may break your code. Always test thoroughly. --- ### **Custom CSS: What You Can & Cannot Customize** Custom CSS allows you to adjust the look and feel of GHL Customer Care’s interface, but it’s important to know what’s supported and what is not. Below are safe customization options, practical examples, and areas you should avoid. #### **What You Can Customize** You can safely adjust styling for client-facing and dashboard elements. **Login Page** ``` /* Change login button color */ .login__button { background-color: #2E86C1 !important; } /* Resize login logo */ .login__logo img { max-height: 80px !important; } ``` **Agency/Account Sidebar** ``` /* Hide Opportunities tab */ .hl_navItem[data-id="opportunities"] { display: none !important; } /* Change sidebar background */ .hl_sidebar { background: #1F2937 !important; } ``` **Header Bar** ``` /* Change top header background */ .hl_topHeader { background: #111827 !important; } ``` **Calendars & Form Widgets** ``` /* Adjust form field styling */ .hl_formField input { border-radius: 8px !important; border: 2px solid #2E86C1 !important; } ``` **Funnels & Websites** - Each funnel step has its own CSS panel. - The global CSS panel applies across steps. --- #### **What You Cannot (or Should Not) Customize** Avoid applying CSS to the following areas, as it may cause errors or break after updates: - Mobile apps (iOS/Android) — CSS is not supported. - React pop-ups (e.g., Payments modals). - Back-end generated PDF invoices/receipts. - Core drag-and-drop builder UI (elements may shift after updates). - Any element without a stable class or data-id. Caution : After any platform update, re-check your CSS with Chrome DevTools. Unsupported overrides may stop working and can cause blank screens or broken layouts. Always wrap your rules in when pasting into the **Custom CSS** editor. 1. Right-click on the element in your GHL Customer Care dashboard. 2. Select **Inspect** to open Chrome DevTools. 3. Copy the selector. 4. Paste it into **Company Settings → Whitelabel → Custom CSS**. 5. Save changes. --- ### **5\. Theme Selection** Choose your agency dashboard’s default theme to match your brand or personal preference. This does not affect your sub-accounts’ dashboards—only your agency-level view. - **Light Mode** – Clean, bright appearance. - **Dark Mode** – Modern, high-contrast interface. ![5. Theme Selection (image 13 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044341126/original/HnMKVsV_Bsm8RfSDzCjCYcTripSe3EidXg.png) **5. Theme Selection (image 13 of 16)** This screenshot appears in the "5. Theme Selection" section of "Agency Company Settings in GHL Customer Care". The text alongside this image reads: Light Mode – Clean, bright appearance. Dark Mode – Modern, high-contrast interface. Immediately after, the guide continues: The Advanced Settings Tab allows you to secure your agency account, manage session behavior, and enhance the onboarding experience for your clients. This section includes toggles for key productivity features, early access tools, and…. - What this covers: Light Mode – Clean, bright appearance. Dark Mode – Modern, high-contrast interface. - Controls: Light Mode, Dark Mode - Next: The Advanced Settings Tab allows you to secure your agency account, manage session behavior, and enhance the onboarding experience for your clients. This section includes toggles for key productivity features, early access tools, and platform security controls that affect both your agency and your subaccounts. Full procedure: 1. Light Mode – Clean, bright appearance. 2. Dark Mode – Modern, high-contrast interface. --- ## **Part 3: Advanced Settings** **The Advanced Settings Tab** allows you to secure your agency account, manage session behavior, and enhance the onboarding experience for your clients. This section includes toggles for key productivity features, early access tools, and platform security controls that affect both your agency and your subaccounts. Configuring this area properly helps prevent unauthorized access, improves the user experience for clients, and ensures smoother operations across your agency. **Use Case Matrix** | Feature | Use Case | Best Practice | | --- | --- | --- | | **Enhanced Security** | Protect agency and client data | Always enable unless using legacy APIs | | **Session Timeout** | Limit exposure on shared devices | Choose 30–60 mins for most agencies | | **NPS Survey** | Get client satisfaction insights | Enable for service-based agencies | | **Product Guides** | Reduce client onboarding workload | Ideal for onboarding new SaaS clients | | **Daily Updates** | Encourage lead follow-up | Great for real estate or sales-focused clients | | **Beta Features** | Access unreleased tools early | Enable only if you’re prepared to test actively | **Control Default Personal Calendar Creation** Use the **Preloaded Example Data** setting to control whether new users added to sub-accounts receive an automatically created personal booking calendar. - When **Preloaded Example Data** is enabled, new users continue to receive a personal booking calendar automatically. - When **Preloaded Example Data** is disabled, GHL Customer Care does not create a personal booking calendar automatically for newly added users. - This change applies only to users added after the setting is updated. - Existing calendars are not changed. This setting is useful for agencies that use snapshots, structured calendar setups, or team members who do not need personal calendars. ### **1\. Enhanced Account Security** Enable Enhanced Account Security to limit exposure to unauthorized API access and protect your agency’s data. This is especially important for agencies that have developers or third-party apps interacting with the platform via API.  What it does: - Disables auto-generation of legacy API keys - Restricts CRUD access to sensitive API endpoints - Prevents accidental data leaks due to open access For more, visit [Enhanced Account Security](https://docs.ghlcustomercare.com/docs/developer-resources/developer-resources-2/enhanced-account-security).  ![1. Enhanced Account Security (image 14 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044341172/original/MpCl51t2fT5IplW1Hp6bAosQy4-8JtyWkg.png) **1. Enhanced Account Security (image 14 of 16)** This screenshot appears in the "1. Enhanced Account Security" section of "Agency Company Settings in GHL Customer Care". The text alongside this image reads: For more, visit Enhanced Account Security. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Control how long users can remain logged into GHL Customer Care without activity. This feature helps secure your agency's platform access by logging out inactive users after a set duration. - What this covers: For more, visit Enhanced Account Security. - Fields: Disables auto-generation of legacy API keys, Restricts CRUD access to sensitive API endpoints, Prevents accidental data leaks due to open access - Next: Control how long users can remain logged into GHL Customer Care without activity. This feature helps secure your agency's platform access by logging out inactive users after a set duration. Full procedure: 1. Disables auto-generation of legacy API keys 2. Restricts CRUD access to sensitive API endpoints 3. Prevents accidental data leaks due to open access ### **2\. Session Timeout** Control how long users can remain logged into GHL Customer Care without activity. This feature helps secure your agency's platform access by logging out inactive users after a set duration. Available options typically include: - 15 minutes - 1 hour - 4 hours - 8 hours - 12 hours - 1 day - 2 days - 3 days - Never This is especially useful in shared office environments or when accessing GHL Customer Care on public or team devices. ![2. Session Timeout (image 15 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044341213/original/D0slylH8_qbz_Dqyq6A7UJAQ6ICuj_WaeA.png) **2. Session Timeout (image 15 of 16)** This screenshot appears in the "2. Session Timeout" section of "Agency Company Settings in GHL Customer Care". The text alongside this image reads: This is especially useful in shared office environments or when accessing GHL Customer Care on public or team devices. This part of the guide covers 9 fields, listed below. Immediately after, the guide continues: This section lets you turn on or off client-facing tools designed to improve onboarding, engagement, and feedback collection. These tools are designed to help clients understand the platform and take action faster. - What this covers: This is especially useful in shared office environments or when accessing GHL Customer Care on public or team devices. - Fields: 15 minutes, 1 hour, 4 hours, 8 hours, 12 hours, 1 day, 2 days, 3 days, Never - Next: This section lets you turn on or off client-facing tools designed to improve onboarding, engagement, and feedback collection. These tools are designed to help clients understand the platform and take action faster. Full procedure: 1. 15 minutes 2. 1 hour 3. 4 hours 4. 8 hours 5. 12 hours 6. 1 day 7. 2 days 8. 3 days 9. Never ### **3\. Optimize Experience Settings** This section lets you turn on or off client-facing tools designed to improve onboarding, engagement, and feedback collection. These tools are designed to help clients understand the platform and take action faster. For more, visit [Optimize Experience Features](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/optimize-experience-features).  ![3. Optimize Experience Settings (image 16 of 16)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044341267/original/S2gnDtDeu-ci8c2_G-OBJmQeClctxiYHNA.png) **3. Optimize Experience Settings (image 16 of 16)** This screenshot appears in the "3. Optimize Experience Settings" section of "Agency Company Settings in GHL Customer Care". The text alongside this image reads: For more, visit Optimize Experience Features. Immediately after, the guide continues: Q: Which settings affect my clients’ experience the most? The Whitelabel and Optimize Experience sections directly impact what your clients see and interact with. - What this covers: For more, visit Optimize Experience Features. - Next: Q: Which settings affect my clients’ experience the most? The Whitelabel and Optimize Experience sections directly impact what your clients see and interact with. --- ## **Frequently Asked Questions** **Q: Which settings affect my clients’ experience the most?** The Whitelabel and Optimize Experience sections directly impact what your clients see and interact with. **Q: Can I use different domains for login and system links?** Yes. The Whitelabel Domain controls the login portal. The API Domain controls tracking links in SMS/email. **Q: Should I enable Enhanced Security?** Yes, unless you use legacy API keys for external tools. Enabling it is best for data safety. **Q: Can I upload a custom font or UI color theme?** Only with Custom CSS inside the Whitelabel tab. **Q: Can I upload a single favicon at the agency level that applies everywhere (login portal, all sub-accounts, all sites)? **Not currently. Upload favicons at the site, Client Portal, or Membership/Courses level as needed. **Q: My favicon isn’t showing after I upload it—what should I try? **Clear your browser cache, open the URL in an incognito window, and ensure the image is square and at least 32×32 px.  For sites, confirm it’s saved in Site Settings → Favicon; for Client Portal or Courses, confirm the favicon is saved in their respective branding/theme areas.  --- ## **Related Articles** - [How to Set Up a Whitelabel Domain for the Desktop Web App](https://docs.ghlcustomercare.com/docs/add-ons-and-sales-trainings/whitelabel-desktop-app/how-to-set-up-a-whitelabel-domain-for-the-desktop-web-app) - [How to change Agency's address in GHL Customer Care?](https://docs.ghlcustomercare.com/docs/settings/agency-settings-2/how-to-change-agency-s-address-in-ghl-customer-care) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com