White Labels are used in Class for customising logos, report settings or compilation report signatures for various funds or portfolios within your business. 

For each existing Brand within a Business, a default White Label is created using your existing settings and logos. If a Brand has been created to group funds or portfolios together, purely for branding purposes, a White Label is the best way to aggregate those funds or portfolios. 

New White Labels can be created to provide flexibility in applying White Label branding across funds and portfolios. Funds and portfolios can also be easily moved between White Labels.

Creating White Labels

Navigate to Business Level > Settings > White Labels

1. Click on the New button. The White Label page will appear as shown below:
   
   
   
   
2. Click Save and go the Logos and Signatures tab to add your business logos:
   
   
   
   Make sure your images are in the specified dimensions.
   
   
3. Once you have added your logos, go to the Portfolios tab to add required portfolios to the White Label.

Homepage URL - You can set the URL you wish your clients/Advisers to go to when clicking on their Logo in the top left hand corner of client view, for example www.testbusiness.com.au

A White Label can be deleted if there are no funds or portfolios attached to the White Label. The delete button is disabled if there are funds or portfolios attached to the White Label. A White label can be cloned. However, only the 'White Label' page and 'Logos and Signatures' pages will be cloned. No funds or portfolios, reporting defaults, or Fund web settings will be cloned.

Adding a Fund or Portfolio to a White Label

You need to Create White Labels before you can start adding a fund or portfolio.

There is not an option to delete a fund or portfolio from a White Label. You would need to add it to a different White Label to remove the existing settings applied to it.

Navigate to Business Level > Settings > White Labels

1. Select the White Label which had been created before, then go to the Portfolios tab.
2. Click the Add Portfolios button.
   
   
   
3. A screen will display a list of all funds and portfolios in the business.
4. Tick Box next to the funds or portfolio you wish to add to the White Label.
5. Click the Add button to finalise. 
   
   

Adding an image to client view and reports using White Labels

In Class you can add your own customised image for the following items:

• Client view logo
• Reporting logo
• SMSF Compilation Report signature

You must first create the White Label before you can add images for client view and reports

1. Click on the relevant White Label, by either clicking on the code or description.
2. Go to the Logos and Signatures tab, the screen should look like the one below:
   
   
   
   
3. Click the Browse button and navigate to where your JPEG file is located.
4. Click the Upload Logo button to set your new logo or signature. You will receive a confirmation message that your logo has been saved (As below).