PRIVATE_LABEL_FEATURES - Alphabiz Docs

White-Label / Private-Label Features Guide

Overview

This guide provides a comprehensive overview of the White-Label / Private-Label features available to partner organizations. These features enable organizations to customize profile presentations, manage content workflows, and integrate listings into their own websites and applications.


Table of Contents

  1. Customizable Profile Templates
  2. Document and Photo Upload by Type
  3. Share Listings to White-Label Domain
  4. Manage Approvals on Content Changes
  5. Public and Private Descriptions
  6. Custom Signup Flow

1. Customizable Profile Templates

Templates allow organizations to customize how business profiles are displayed, including renaming and relabeling the horizontal navigation tabs.

Features

Key UI Elements

a) Template Selector

Choose from available templates or create custom templates for your organization. The dropdown shows available templates including “Standard Business Profile”, “Minimal”, and “PDF Export”.

Template Selector

b) Template Section Labels

Blue labels display the page structure, making it easy to understand how content is organized. Each section shows its type (e.g., revenue_line_chart, financial_table, description, document_list, excel_table), unique ID, and order number.

Template Section Labels

How It Works

  1. Navigate to the profile’s Descriptions page
  2. Expand “Template Settings” to access the template selector
  3. Select a template from the dropdown to apply it
  4. Blue labels display the page structure showing which content blocks are included
  5. Each section shows its type, ID, and order number for layout control

2. Document and Photo Upload by Type

Upload and organize documents and photos with type-based categorization for better organization and retrieval.

Features

Key UI Elements

a) Document Uploader

Upload business documents with type categorization. Available document types include: - Financial: P&L Statement, Balance Sheet, Tax Returns, Cash Flow Statement - Legal: Articles of Incorporation, Lease Agreement, Contracts

Document Uploader

b) Photo Uploader

Upload photos with drag-and-drop support. The interface shows existing images in a gallery view with an upload area below for adding new photos.

Photo Uploader

How It Works

  1. Navigate to the Photos or Documents tab in Media Files
  2. Click “Upload New Documents” or “Upload New Images”
  3. Select the document type from the dropdown (for documents)
  4. Drag and drop files or click to browse
  5. Files are automatically organized by type

3. Share Listings to White-Label Domain

Publish and share business listings to your organization’s white-label domain, enabling seamless integration with your branded website.

Features

Key UI Elements

a) Starting Point: Organization Dashboard

Access the listing sharing features from the home page. Organization members see a banner with “View Dashboard” link.

Organization Dashboard Entry

b) View Shared Listings

The organization dashboard shows all listings currently shared to your organization. Each listing displays: - Business name - Domain badge (e.g., “LISTINGS.MAU.ST”) - Visibility status (PUBLIC/PRIVATE) - View button to access the listing

Shared Listings Dashboard

c) URLs & Domain Publishing

Manage profile URLs and publish to partner organization domains. The unified interface shows: - Main profile URL on the primary domain - Partner domain URLs with organization badges (e.g., “DEMO ORG”) - Edit and delete options for each URL

URLs & Domain Publishing

d) Developer Integration Page

Access technical documentation and embed codes for integrating listings into external websites. The sample page demonstrates: - Widget configuration controls (organization ID, view mode, theme, columns) - Three embed methods: Web Component, iFrame (Direct), iFrame (via JS) - Live preview of the embedded widget - Copy-ready code snippets

Listings Developer Integration

How It Works

  1. View Dashboard: Start from your organization’s home page
  2. Browse Listings: View listings already shared to your organization in the Listings tab
  3. Share New Listing:
  4. Integrate: Use the embed code from the developer integration page

Embeddable Widget

For website integration, use the embeddable listings widget:

<alphabiz-listings
  org-id="YOUR_ORGANIZATION_ID"
  api-base="https://app-v2.alphabiz.org/api">
</alphabiz-listings>
<script src="https://app-v2.alphabiz.org/pl.js"></script>

See EMBEDDABLE_LISTINGS_WIDGET.md for complete documentation.


4. Manage Approvals on Content Changes

A robust approval workflow ensures content quality and consistency across all published profiles.

Features

Workflow States

flowchart LR
    DRAFT[DRAFT<br/>Editing] -->|review & approve| APPROVED[APPROVED<br/>Published]
    APPROVED -->|make changes| DRAFT

    style DRAFT fill:#fef3c7,stroke:#f59e0b,color:#000
    style APPROVED fill:#d1fae5,stroke:#10b981,color:#000
  1. DRAFT: Content is being edited, visible only to editors/admins
  2. APPROVED: Content is published and visible to the public

Key UI Elements

a) Draft Version Indicator

The profile header shows a “DRAFT” badge with tooltip explaining the status. Clicking reveals version details including creation date and visibility information.

Draft Version Indicator

b) Approve Draft Modal

When ready to publish, click the approve button to open the confirmation modal. Features include: - Clear explanation of what approval means - Optional “Version Notes” field (up to 500 characters) - Cancel and “Approve and Publish” buttons

Approve Draft Modal

How It Works

  1. Make changes to any profile content
  2. Changes are automatically saved as a Draft
  3. The “DRAFT” badge appears in the profile header
  4. When ready, click the checkmark button to approve
  5. Add optional version notes describing the changes
  6. Click “Approve and Publish” to make changes live
  7. The approved version becomes the public-facing content

5. Public and Private Descriptions

Create dual versions of descriptions: one for public viewing and one with full details for authenticated users.

Features

Privacy Levels

Level Visibility Use Case
PUBLIC Anyone, including unauthenticated users Anonymized, safe-for-public content
PRIVATE Authenticated users with permission Full details including sensitive information

Key UI Elements

a) Descriptions Page with Public/Private Versions

The descriptions page shows all description types with their privacy levels. Each description displays: - Description type badge (e.g., “LOCATION”, “BUSINESS_OVERVIEW”) - “REQUIRED BY TEMPLATE” indicator when applicable - Approval status (APPROVED/DRAFT) - Privacy level badge (PUBLIC/PRIVATE) - View History link for version tracking

Descriptions with Public/Private Versions

b) Description Editor with Privacy Toggle

When editing a description, use the Privacy Level toggle to switch between Public and Private versions: - Private: Contains confidential details (lock icon) - Public: Anonymized version safe for public viewing (eye icon) - Rich text editor with markdown support - Save and Cancel buttons

Description Privacy Editor

Examples

PUBLIC Version (shown to unauthenticated users): > “This well-established car wash business has been serving the Las Vegas community with two convenient locations. The operation features modern equipment, efficient water recycling systems, and a loyal customer base built over years of reliable service.”

PRIVATE Version (shown to authenticated users): > “## Confidential Business Details ### Reason for Sale The current owner is relocating out of state for family reasons and is motivated to complete a sale within 90 days. This is not a distressed sale - the business is performing well and growing. ### Seller Involvement - Owner currently works 10-15 hours/week on oversight…”

How It Works

  1. Navigate to the Descriptions page on any profile
  2. Click the edit icon on any description
  3. Use the Privacy Level toggle to select Public or Private
  4. Write content appropriate for that privacy level
  5. Save the description
  6. The system automatically shows the appropriate version to each viewer

6. Custom Signup Flow

Create customized signup experiences for your organization with configurable steps and valuation calculator integration.

Features

Available Steps

Configure these steps in your signup flow: - Contact Information: Capture user details - Business Type: Industry category selection with business name and description - Business Location: Address and geographic information - Financial Information: Revenue, expenses, and cash flow data - Business Attributes: Risk factors and years in business - Comparable Businesses: Similar business comparisons - Additional Information: Custom questions - Review Your Information: Summary before submission

Key UI Elements

a) Form Editor

The Form Editor allows you to configure each step of the signup flow: - Form Steps: Tabs for each step with delete buttons - + Add Step: Button to add new steps - Step Title: Customizable title for each step - Step Description: Help text shown to users - Fields in this step: Drag-and-drop field configuration - Field Settings: Gear icon to configure each field - Preview: Link to test the actual signup flow using the signup URL

Signup Flow Editor

b) Valuation Calculator Developer Integration

Embed the valuation calculator on external websites with full customization: - Theme: Light or Dark mode - Compact Mode: Normal or Compact layout - Multiple embed methods: Web Component, iFrame (Direct), Popup/Modal - JavaScript API: Programmatic control for theme, compact mode, height, and refresh

Valuation Developer Integration

How It Works

  1. Navigate to Organization Dashboard > Signup Flows tab
  2. Click “Create New Flow” or edit an existing flow
  3. Use the Form Editor to configure steps:
  4. Preview the flow using the preview link
  5. Save and activate the flow
  6. Share the signup URL or embed on your website

Embedding the Signup Flow

Direct users to your custom signup:

https://app-v2.alphabiz.org/signup/YOUR_ORG_CODE

Embedding the Valuation Calculator

Use the web component for easy integration:

<alphabiz-valuation
  theme="light"
  compact="false"
  height="700px">
</alphabiz-valuation>
<script src="https://app-v2.alphabiz.org/pl.js"></script>