Customize Your Own Brand of Software PBXs

After subscribing to PSE White Label service for your Partner Portal account, you can set up white label template on Yeastar Central Management and apply the template to your software PBXs.

Prerequisites

  • You have subscribed to PSE White Label service on Yeastar Partner Portal.

  • You have upgraded P-Series Software Edition to version 83.17.0.16 or later.

Step 1. Set up white label template

  1. Log in to Yeastar Central Management, go to Software PBX > White Label.

    A default neutral template is displayed in the list.

  2. At the top-left corner, click Add to create a white label template.

  3. Optional: If you have set up Cloud PBX white label template or Yeastar Central Management branding, you can import the settings for quick configuration on PSE white label template.

    1. In the Import White-label Settings From drop-down list, select Cloud PBX White Label or System Branding Settings.
    2. Click Import.
    3. Follow the instructions to change the settings as needed.
  4. Set up the white label template as needed.
    1. In the Basic Information section, specify template name and preference.

      Setting Description
      White Label Name Enter a name to help you identify the template.
      Set as the default option for Partner Portal purchase If you want to set the template as your default white label template, enable this option.

      In this way, when you try or purchase P-Series Software Edition on Yeastar Partner Portal, the template will be automatically applied.
    2. In the Brand Information section, customize your own branding.
      Note: Brand information will be displayed in PBX management portal and Linkus UC Clients.

      Setting Description
      Brand Enter your brand name.
      Company Information Enter your company information.
      Product Name Specify a product name.
      Data Processing Agreement Optional. If you want to customize the agreement, click to choose Custom template and edit it as needed.
      Note: This agreement is only accessible to PBX super administrator from PBX management portal.
      Privacy Policy Agreement Optional. If you want to customize the agreement, click to choose Custom template and edit it as needed.
      Note: This agreement is accessible to PBX extension users from Linkus UC Clients.
    3. In the Other Information section, customize the appearance of software PBX.
      Tip: You can preview the changes you make on the right of the page.
      Setting Description
      Logo
      • Rectangle Logo: Upload a rectangle logo, which will be displayed in PBX login page, notification emails, and wherever the logo is required.
        Note: The logo file should meet the following requirements:
        • File format: PNG, JPG, or JPEG
        • File name: Less than 127 characters (including file extension)
        • File size: Less than 1MB
        • Suggested resolution: 300×120

      • Square Logo: Upload a square logo, which will be used as the favicon displayed in the browser tab.
        Note: The logo file should meet the following requirements:
        • File format: PNG, JPG, or JPEG
        • File name: Less than 127 characters (including file extension)
        • File size: Less than 500KB
        • Suggested resolution: 150×150
      Login Page Illustration Upload an image, which will be displayed on the left of PBX login page.
      Note: The image file should meet the following requirements:
      • File format: PNG, JPG, or JPEG
      • File name: Less than 127 characters (including file extension)
      • File size: Less than 2MB
      • Suggested resolution: 1600×900
      Welcome Message Enter welcome message, which will be displayed under the product name in the PBX login page.
      Copyright Information Enter copyright information, which will be displayed on the bottom of PBX login page.
      Email Signature
      Enter email signature, which will be displayed on the bottom of PBX emails.
      Note:
      • The email signature supports up to 500 characters, and allows the use of HTML tags - <br/>, <strong/>, <b/>, and <a/>.
      • Line breaks can be achieved using either the <br/> HTML tag or the Enter key.
  5. Optional: If you don't wan to use the default built-in SMTP Server of software PBX, you can set up a custom one.
    Note: This setting only applies to software PBXs with a firmware of 83.19.0.22 or later.
    1. Turn on the switch of Custom Built-in SMTP Server.

    2. Enter the information of the SMTP server.

      Setting Description
      Sender Email Address Enter the email address that will appear as the sender in outgoing emails.
      Email Address or User Name Enter the user name of your email account to authenticate with your email provider.
      Password Enter the password for your email account.
      Outgoing Mail Server (SMTP) Enter the address of your email provider's SMTP server.
      Port Enter the port of your email provider's SMTP server.
      Enable TLS Encryption Set whether to encrypt the connection when sending emails through the SMTP server for secure transmission.
    3. Optional: Click Test and enter a recipient's email address to test if the email server can successfully send emails.
  6. Click Save.

    The white label template is created and displayed in the list.

Step 2. Apply white label template to software PBXs

  1. On Yeastar Central Management, go to Software PBX > PBX.
  2. Select the checkboxes of the desired software PBXs, then click Bulk Edit.

  3. In the pop-up window, complete the following settings.

    1. Turn on the option Bulk Edit.
    2. In the Edit White Label drop-down list, select a white label template.
    3. Click Save.

      The white label template is applied to the selected software PBXs.

Step 3. Reboot software PBXs

  1. Log in to PBX web portal, go to Maintenance > Reboot.
  2. Click Reboot Now, then click Yes to reboot the system, so that the white label configurations can take effect.

Result

After PBX reboot, the white label configurations are applied to the selected software PBXs.