What This Module Covers
Custom branded login pages, referral URLs, multi-company group access, administrator control, company tagging, and partner certification.
Custom Branded Login & White-Label Access
Create a personalised login URL with your own branding, logo, and welcome message.
This allows partners and resellers to present AI Account under their own brand identity, providing a white-label experience for clients.
Referral & Partner Workspace
Referral URLs can be configured and shared to onboard new clients. Successful referrals are tracked under your workspace, supporting structured partner growth.
Certified partners can also export their certification directly from their group workspace.
Group Access & Unlimited Companies
Workspace groups support multiple companies under a single brand structure.
Group Admins with full permission can:
- Add or remove other administrators
- Create new company entities
- Manage user access across companies
Company Setup & Country Configuration
New companies can be created with defined country selection, accounting period, and home currency.
Country-specific tax codes and the default chart of accounts are automatically aligned based on jurisdiction. The home currency is fixed upon creation to preserve reporting integrity.
Companies can also be organised using tags to group related entities or differentiate similar company names.
Frequently Asked Questions
Can I white-label the login page?
Yes. A custom login URL with your branding and messaging can be configured for client access.
Can I manage multiple companies under one workspace?
Yes. Group access supports unlimited companies under a single branded workspace.
Can I assign multiple administrators?
Yes. Group Admins can be granted full permissions and can manage other administrators.
Can each company have its own country and currency?
Yes. Each company is independently configured with its own country, tax structure, and home currency.
Can I organise companies within the workspace?
Yes. Tags can be assigned to classify and group related companies.
Is the home currency changeable after setup?
No. The home currency is fixed upon company creation to maintain reporting consistency.