If you’re a service provider handling client work on behalf of other businesses—whether agencies, consultants, or any type of firm—Hubflo is flexible enough to support white-label service delivery while keeping clients segmented and access tightly controlled.

Here are three ideal ways to structure your setup depending on how much separation, branding, and internal visibility you need.

🧱 Option 1: Single Hubflo Org + Partners as Internal Users (Limited Access) or Clients

Best for: Centralized setup with visibility per partner

Setup: Use a single Hubflo account under your own branding (e.g. clientguide.app). Create a dedicated workspace for each of your partner’s clients, and invite the partner to each one.

• Use templates to customize workspaces by partner (tasks, folders, logos, welcome text)

• Only the clients and the associated partner get access to their workspace

• You maintain full operational control behind the scenes

✅ Benefits

• Easy to manage—one account, one generic brand and co-branded workspaces

• Scales well as you onboard more partners and their clients

• Every workspace is branded and templated to match the partner’s style

1- When your partner sends you a new client, you can setup a new workspace using the partner's template and invite their client to the workspace.

2- What the clients of your clients/partners would see

From there, you’ve got two ways to bring your partners in:

1. Invite partners as clients – this is best if the partner just needs visibility. They’ll log in through the client portal and see what their clients see. They can check progress, join chat conversations, view files, and stay in the loop.

2. Invite partners as internal users – this is better if the partner is hands-on. Internal users can upload documents, manage tasks, assign work, and collaborate with your team behind the scenes. You can give them access only to the workspaces of their own clients. Just note that internal users count toward your Hubflo user billing.

So, if the partner just needs to observe and stay informed, treat them like a client. If they need more control and active involvement, make them an internal user.

💡 Tips

• Use a generic domain for your main org (e.g. clientguide.app) to avoid exposing your brand

• Create one template per partner to save time when onboarding their clients

• You can always upgrade a partner from “client” to “internal user” if their role grows

🧩 Option 2: One Hubflo Organization Per Partner Business (if you have only 2 or 3 partners)

Best for: Full separation + dedicated branding per partner

Setup: Create a separate Hubflo account (organization) for each partner business.

✅ Benefits

• Completely separate environments

• Each partner has its own branded portal (custom domain, logo, email sender)

• Clients of your clients never see your brand—it’s fully white-labeled

• You can assign partner users as internal admins of their own account

⚠️ Limitations

• You’ll need to switch between Hubflo accounts

• Workflows and templates need to be recreated per account

• Higher cost (even though we can provide you with a custom quote depending on your use case)