Give Your Clients and Staff Their Own Login

Until now, everything in your account went through one login: yours. If a client wanted to add a mailbox, they asked you. If a colleague needed to check a DNS record, you either did it for them or handed over your password.

Client & Team Access changes that. You invite people into your dashboard, at your address, and you decide what each of them can reach.

It comes with White Label Lite. You can send unlimited team invitations, with no per-person seats. Check that the add-on is active before sending people to the branded dashboard.

What it looks like to them

Your client opens the active branded address you provide, signs in, and sees your logo and colours. They see the domains you assigned to them and nothing else. As far as they are concerned, they are using your product.

Their access is limited by the role and domain assignment you choose. Standard roles do not include billing or the Team page, and domains outside their assignment are not reachable.

What you can hand over

You choose per person, and you can change your mind at any time:

• Which domains they reach. A client who runs example.com sees that domain, its mailboxes, its DNS. Your other clients' domains are not merely hidden. They are unreachable.
• What they may do there. A role decides whether somebody can create mailboxes, edit DNS, run a migration, or only look.
• Whether they get the dashboard at all. Some people only need their mailbox. There is a role for that too.

Who this is for

Agencies. Hand each client the parts of the dashboard that belong to them. Stop being the middleman for password resets and new mailboxes.

Small teams. Give the person who manages email the mailbox tools without giving them your billing.

Anyone with a helper. A contractor who sets up domains for you does not need, and should not have, the keys to everything else.

What stays yours alone

Some things never move, whatever role you hand out:

• Billing. Standard roles do not include billing. Use a Custom role only when you deliberately want to delegate an additional permission.
• Ownership. Only you can close the account or transfer it.
• The account itself. Everybody you invite works inside your account. They do not get an account of their own, and their access ends the moment you end it.

Before you invite

You can save a person's role and domain assignment before White Label Lite is active, but no invitation link is issued until it is active. White Label Lite is $39 a month or $389 a year before any eligible discount. People are not seats: invitations are unlimited and there is no charge per person.

• The person’s email address is correct.
• The role grants only the work they need to do.
• The domain list contains only the domains they should manage.

Getting started

1. Open Team in your dashboard.
2. Choose Invite people.
3. Enter their email, pick a role, choose the domains they may reach.
4. Send the link. It works once and expires after seven days.

The next articles cover each step in more detail:

• What each role can reach: the full list, in plain language
• Inviting a client or a colleague: the invitation, step by step
• Working in more than one account: for people who belong to several

Common questions

Do they need a TrekMail account? If the email address is new to TrekMail, the person creates a password while accepting the invitation. If it already belongs to a TrekMail user, they sign in as that user to accept it. An invitation never changes an existing user’s password.

Can I see what they did? Yes. The Team page keeps a timeline of who was invited, who changed what access, and when.

What if somebody leaves? Suspend or remove them from the Team page. They can no longer use the dashboard or API access that came through that membership.

Can a client invite other people? Only if you give them that permission. It is off for every role except the ones you build yourself.