Reselling & snapshots

Snapshots capture configuration, not data: a new client starts with your setup but a clean slate. Keep several snapshots (e.g. one per client type) and choose the right one per invite.

Automations come across as inactive drafts: any reference to a specific person (such as an assignee) is cleared so nothing can misfire in the new workspace. Review each one and switch it on when ready.

A reseller can only see and manage its own sub-tenants, and sub-tenants can never be put on the white-label or reseller plan. These limits are enforced on the server.

Your brand is one thing the whole product reads (from 29 September 2026). A reseller workspace carries a brand: the product name your clients see, your logos and colours, your support address, your Terms and Privacy links, the name of the AI assistant, and the web address the product answers on. Every workspace under you inherits it live: the emails they receive are signed “Sent by <their workspace> via <your brand>”, the buttons in those emails open on your address, invitations and password links are built on your address, and WorkBOS is not named unless you choose a “Powered by” line. Until your own domain is connected, links use the platform’s address and your name. Owners and admins of a reseller workspace edit the brand (Reseller ▸ Branding) and connect its web addresses (Reseller ▸ Domains). Both pages now change the same brand (from 21 October 2026): your brand name, logo and two colours set on Appearance ▸ Brand or on Reseller ▸ Branding are copied to the other page, so the app and your emails always agree. Removing your logo or a colour on either page removes it from both. A logo added on Appearance as a picture file rather than a web link shows in the app only (emails keep your last web-link logo), and a name containing < > & or quote marks stays on Appearance only, with emails keeping the last name without them.

Your brand in the browser tab, on the sign-in page and in the footer (from 7 October 2026). On your own web address the browser tab, the name and colour a phone uses when your clients add the app to their home screen, and the sign-in and sign-up pages all wear your brand, signed out as well as signed in. Every page of your workspace and of your clients’ credits your company in its footer, by its legal name if you set one on the Branding page, otherwise by your product name. Until you add a favicon, the browser tab shows your brand’s first letter in its own colour, never our icon.

Your own words at your own door (from 7 October 2026). On your web address the sign-in and sign-up pages lead with your tagline (or a plain welcome under your product name) and nothing of ours: no WorkBOS pitch, no prices, no mention of reselling. Links, highlights and focus rings use your primary colour, darkened only where it would be hard to read on white. A square logo shows your product name beside it, and if your logo ever fails to load the page shows your first letter and name instead of a broken picture. Our own website pages (pricing, features, about and the rest) no longer open on your address: a visitor who types one lands on your sign-in page or your own public site. Inside your workspace the assistant button in the top bar uses your assistant’s name.

Upload your logo and icons (from 7 October 2026). On Reseller ▸ Branding, upload your logo, a logo for dark backgrounds, the favicon (the small picture in the browser tab) and the app icon (the picture on a phone’s home screen when your clients install the app). PNG, JPEG, WebP and SVG are accepted; each is made the right size for its place and kept under 256 KB, and an SVG is turned into an ordinary picture first, because these are shown from your own web address. They appear on your sign-in and sign-up pages, in the emails your clients receive, in the browser tab and on an installed app, all from your own address, never ours. Uploading or removing a picture takes effect at once; if you already host your pictures elsewhere, paste a link instead, and when both are set the upload is used.

Your assistant’s name everywhere (from 7 October 2026). The name you give the AI assistant on Reseller ▸ Branding is used on every page your clients see: its tasks and settings pages, the Ask buttons on page headers, lists and records, the command bar, the sidebar, notifications, comments and the activity log. Our own name for it (Chief) is never shown inside your brand there. The assistant’s own replies, and this Guide, still call it Chief for now. The sidebar inside your brand no longer lists the platform’s affiliate programme or its product roadmap.

White-label links: once your own domain is connected (Reseller ▸ Domains), every PUBLIC link the workspace generates (form pages, QR short links, hosted invoices, booking pages, survey pages and meeting guest links) is built on YOUR domain instead of the platform domain, so nothing you send a customer reveals the underlying platform. Until a domain is verified, links fall back to the current address automatically.

Sign-in emails open on your own address (from 6 October 2026). Password-reset and sign-up confirmation emails carry a link on the web address the person used: your brand’s own domain once it is connected, never WorkBOS’s or the email provider’s. The link opens a short page with one button, so an email scanner that opens links before your client does cannot use it up, and a sign-up that started on your domain finishes there, as your client rather than as a WorkBOS customer.

Public sign-up on your website, and what people agree to (from 6 October 2026). Everyone who creates an account ticks a box agreeing to your Terms of Service and Privacy Policy, and the agreement is kept against their account: whose documents, at which address, and when. So public sign-up on your domain (Reseller ▸ Payments & Signup) opens only once both documents are published on the Branding page, as your own pages or as our template under your company name; until then the switch stays off, and the sign-up page on your domain says that accounts are by invitation. On a brand address where public sign-up is off, nobody can create an account except through an invitation. If a new customer’s workspace cannot load your starter template, it still opens, the customer is told, and you get a notification that links to the client, where the Starter template card can apply it again.

The first sign-in on your address (from 6 October 2026). Nobody signing in on your domain is given a WorkBOS workspace. When your public sign-up is on, a person who agreed to your Terms there and has no workspace yet gets one under you at their first sign-in, with your starter template, and the name they type on the sign-up page replaces the one it starts with. Anyone else (public sign-up off, or an account that never agreed on your domain) gets no workspace and is asked to request an invitation from whoever runs their workspace. “Continue with Google” is not offered on your domain yet, so people there sign in with their email address and password; it arrives once your domain can be added to the addresses Google sign-in returns to.

Feature control: you decide which features each sub-tenant gets. You can only ENABLE features your own plan includes (you can’t resell what you don’t own), and you can always turn a feature OFF. Every change goes through a server-side check that confirms you administer that client and own the feature, the UI never grants access on its own.

The Reseller menu in the sidebar opens directly to each area (Sub-tenant pricing, Insights, Payments & Signup, Clients, Co-owners, Email, Snapshots and Upgrade Prompts) so you go straight to what you need. Old /reseller?tab= links still work (they redirect to the matching page).