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Reseller

Manage child members, branding, and domains

Change a member’s role and set up the branding of a customer workspace you manage.

What you will achieve

You manage a customer’s roles and branding on their behalf.

Before you start

  • Open the customer’s account from the Reseller list and check its name before changing anything. Each customer’s people and branding stay separate from your other customers.
  • For branding, prepare a logo image (PNG, JPG or WebP, up to 8 MB) and, if needed, a web address the customer owns. Branding is included for these accounts; the customer doesn’t need a paid plan.

On the web

  1. 1

    Open the account menu, choose Reseller, then choose the customer’s account. Members and Branding are on the Overview tab.

  2. 2

    In Members, find the person by username or email, pick a New role, then choose Change role. Only that account’s roles are offered. A role from another workspace cannot be assigned here.

  3. 3

    Verify it’s you, then check that the member list shows the new role. An account must always keep at least one active owner.

  4. 4

    In Branding, enter the Brand name, choose Upload logo to add a PNG, JPG or WebP image of up to 8 MB, and set an Accent color. Sonize hosts the logo for you; links to images on other websites are not accepted.

  5. 5

    If needed, enter a Custom domain such as events.theirbrand.com, choose whether to hide the “Powered by Sonize” mark, then choose Save branding.

  6. 6

    A custom domain needs one more step. Saving it records the request but does not make the hostname live: add a CNAME record for it that points to the Sonize web app, then contact support so they can check the domain and set up its security certificate.

Expected result

The member shows the new role, the customer’s guest pages show the new branding, and the custom domain works once support confirms it.

Important

Guest pages are public: never put passwords, private links, or customer data in branding fields. When you contact support, describe the problem using the account name shown on screen.

Fix a problem

Problem: A member or role is missing.

What to doReload the page. Only this account’s members and roles are shown; never use a person or role from another customer instead.

Problem: Change role is greyed out with a message about owners.

What to doAn account needs at least one active owner. Make someone else an owner first.

Problem: The logo, color, or domain is refused.

What to doUpload a PNG, JPG or WebP logo of 8 MB or less, use a color such as #ff5441, and a web address without https:// that no other workspace uses.

Problem: The custom domain is saved but not live.

What to doMake sure the CNAME record has been added, then contact support. If you change the address, this has to be done again.