White Label is a Subsystem that runs as a part of your tree where you can manage all its dealers and so their corresponding privileges and all about their security settings. Follow the coming instructions for the white label settings:
Creating a dealer for the White label
Editing Dealer privileges
This article also guide you how to facilitate your tree management regarding (White Label Quotes, Floating & Steeled Status) kindly take the following notes into consideration.
White Label Quotes
Do not use your Admin Dealer for Managing your Clients Quotes because the Admin Dealer have full privilege to see the whole tree including White Label offices. We advise you to create a new dealer with only privilege on your real tree without White Label offices to manage the clients quotes. So none of the White Label quotes will go to your Backoffice. And if you are logged in with the Admin Dealer close the Chatting screen to avoid receiving white label quotes.
Floating & Steeled Status
Now for the floating and steeled status managing it can be easily done from your tree just right click on the node you want to see its Status whether its Floating or Steeled.
You can get your tree status by right click on the real office with out taking the White Label office status in consideration.