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Agency Settings

Manage your agency: business profile, branding, email, hosting, subscription, privacy and security.

Business Profile

Enter your company details for correct invoicing and legal compliance: • Company name, address, chamber of commerce number, VAT number • Contact person and email address • Phone and invoicing details These details are synced to Stripe.
Note
  • You must complete your business profile before you can create sites.

Branding

Customize your agency's branding: • Upload logo and favicon • Set primary and secondary colors • Customize or hide 'Powered by' text • White-label settings for your clients
Tips
  • Upload your logo as PNG or SVG with a transparent background.

Email (SMTP)

Configure the SMTP server for outgoing agency emails: • SMTP host, port (587/TLS or 465/SSL) • Username and password • Sender name and sender email address This is used for system notifications.
Note
  • Keep your SMTP password safe. It is stored encrypted.

Email Hosting

Manage email domains and mailboxes for your sites: • Add email domains and configure DNS • Create and manage mailboxes • Connect email providers (Integrated hosting, Google Workspace, Microsoft 365)

Usage

View your agency's usage per site: • Storage (media, files) • Bandwidth and API calls • Email volume • AI credits usage
Tips
  • Monitor your usage to avoid unexpected costs.

Subscription

Manage your subscription and billing: • View and change current plan • View payment history • Manage Stripe connection • Update invoicing details

GDPR & Privacy

Configure privacy and GDPR settings for your agency: • Manage Data Processing Agreement (DPA) • Set data retention policies • Agency-level cookie settings
Note
  • Make sure your Data Processing Agreement is up to date in accordance with GDPR.

Voice Agent

Configure the AI phone agent at agency level: • Default settings for all sites • Manage phone numbers • Set call limits and availability

Security

Security settings for your agency: • Enforce two-factor authentication (2FA) for team members • Manage session settings • View audit log • Set password policies
Tips
  • Enable 2FA for all admin accounts for maximum security.

Custom Terms

Write supplementary terms that apply on top of OptimoCMS's standard platform terms. These are shown during your clients' registration via the white-label signup form. • Choose between 'Supplementary Terms' and 'Supplementary Privacy Policy' • Write your text in the WYSIWYG editor per language (NL, EN, DE, FR, ES) • Use the AI Translate button to automatically translate the text to the other 4 languages • Save — the text is immediately visible during new client registration
Tips
  • Start by writing in your primary language, then use AI Translate to automatically fill in the rest.
  • OptimoCMS's platform terms always apply. Your supplementary terms are shown below them.

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