My Account
Set up the account-level systems agencies use for branding, team access, WordPress plugins, and customer-facing workflows.
My Account setup
My Account is where agencies configure the operational layer around Adaptify: customer-facing branding, who can access the account, and tools like the branded WordPress plugin.
White-label Settings
Adaptify is built to work as a white-label tool. Customer-facing reporting, proposal, and onboarding pages can use your agency branding instead of Adaptify branding.
- Custom domain controls where customers open white-label reporting links.
- Reporting email controls the sender and reply-to details for automated reports.
- Report header controls the logo, report title, and favicon shown on white-label pages.
- Brand color controls the primary color used across the white-label experience when self-serve features are enabled.
- Terms and conditions can be added as a hosted URL or text shown in proposal and onboarding flows.
Domain and reporting email
The custom domain is the customer-facing URL for white-label reports. Domain setup is a two-step process: first you request the domain, then you add the DNS records shown in Adaptify so the domain can be verified.
- Step 1: Enter the domain you want to use. Adaptify prepares the domain and shows the DNS records that need to be added.
- Step 2: Add the DNS records at your domain provider. Once DNS has propagated and the records are verified, Adaptify can finish activating the domain.
Verification is often completed the same day, but DNS propagation can take a few days depending on the domain provider. You will be contacted once the domain is ready.
The reporting email decides who automated reports appear to come from and where replies should go. Set this up with a recognizable sender name and an inbox your team monitors.
Recommended setup order
Set the logo and report header first, then connect the domain, then configure the reporting email. That gives customers a consistent branded experience when links and emails start going out.
Branding and report header
The report header preview shows how the white-label report header will look to customers. Use it to check the logo, title, favicon, and brand color before sharing reports.
Keep the logo readable at smaller sizes, use a square favicon, and choose a brand color with enough contrast for buttons and highlights.
Client Portal
The Client Portal is the customer-facing SEO performance page for a specific website. It can be enabled or disabled per site from that site's reporting settings.
Branding for the portal is configured in My Account. The portal can use your agency logo, report header, custom domain, sender details, and white-label styling so customers see your agency experience instead of Adaptify branding.
- Share the portal link when customers need a live view of SEO performance for one website.
- The portal can show performance data, published content progress, pending article review, and white-label reporting sections.
- Access keys can be used to keep the portal link secure when sharing it with customers.
- If the portal is disabled for a site, customers will not have that site-specific reporting page even if account-level branding is configured.
Setup flow
Enable the Client Portal in the site's reporting settings, then use My Account to configure the account-wide white-label branding customers should see across portals and reports.
White Label Reporting Sections
White Label Reporting Sections are the customer-facing sections that can appear in the client portal, PDF exports, and automated report emails for a specific site.
- SEO Performance shows search performance and ranking data. In the settings UI it stays enabled while Content is enabled, because content reporting depends on performance context.
- GEO Performance shows AI visibility and generative search performance. It is visible by default and is hidden only when GEO is explicitly turned off for the site.
- Content shows planned, created, published, and review-stage content work for the customer.
- Backlink Building shows backlink progress and placed link reporting.
- SEO Audit shows technical and site audit findings. It appears in the customer-facing portal/report when the site's SEO Audit section is enabled.
The Which data to show setting controls whether reports focus only on Adaptify-added content and keywords, or whether they include all available pages and keywords for the site.
Team Members
The Team Members page in My Account is where agencies invite teammates, change roles, and manage guest access to specific sites. Team roles decide what a teammate can see and manage inside Adaptify. Choose the smallest role that still lets the person do their job.
What each role can do
| Role | Best for | Access |
|---|---|---|
| Admin | The account owner. | Owns the team and has full access. There is only one admin per team. |
| Billing + SEO Manager | Operations or finance teammates who also manage SEO work. | Can use SEO features and manage billing-related settings. |
| SEO Manager | Most internal teammates doing SEO work. | Can use SEO features, sites, content, and settings, but cannot access billing. |
| Guest | Clients, freelancers, or external collaborators. | Can be limited to selected sites. Guests cannot add new sites or projects, cannot see billing, but can still edit content they can access. |
Recommended default
Use SEO Manager for most teammates. Use Billing + SEO Manager only when someone needs billing access, and use Guest for people who should only work on specific customer sites.
Branded WordPress plugin
The WordPress Plugin settings let agencies generate a custom-branded plugin for client WordPress sites. The plugin can show your agency name instead of Adaptify, which keeps the setup process aligned with your white-label experience.
- Configure the plugin name and author before sharing it with a client.
- Download the generated plugin and install it in the client's WordPress admin under Plugins.
- Use the same plugin branding across customers when you want a consistent agency-led setup flow.
When to use it
Use the branded plugin when a client or partner will see the WordPress setup flow. If your own team handles setup internally, branding is less critical but still keeps the installation experience polished.