White-label & custom domains

The platform is white-label: your branding, your domains. As well as setting your workspace branding, you can run both portals on your own custom domains (More - Your agency - Domains, admin-only).

Two domains

You can set two independent custom domains:

• Admin domain - where your team signs in to the agency portal (e.g. admin.yourbrand.com).
• Insight domain - where your clients view their dashboards (e.g. insight.yourbrand.com).

Your default platform address always keeps working too, so nothing ever goes offline.

How to set one up

1. Enter the domain in More - Your agency - Domains.
2. The card tells you who manages your domain's DNS (for example GoDaddy, Cloudflare, Namecheap or Amazon Route 53), where to add the record there, and gives you a button to open it.
3. Add the CNAME record exactly as the card shows it. For a provider it recognises, the card shows the name in the short form that provider expects - admin rather than admin.yourbrand.com - because most providers add your domain on the end for you.
4. Every admin in your workspace gets an email with both addresses: your usual address (yourslug.agentcroft.com), which works straight away and always will, and the new one with its record. Keep it - it's your way back in if the new address isn't working yet. You get a second email when the new address goes live.
5. The platform checks the DNS automatically - the status changes from Waiting for DNS to Live once it works (usually a few minutes, occasionally up to an hour). You don't need to keep the page open: it is also checked the first time anyone visits the address, and once a day. To check straight away, press Check now on the card.

Sign-in specifics

• The insight domain works as soon as DNS verifies (clients sign in with Google or an emailed sign-in link, and the link points at your insight domain).
• The admin domain uses a secure sign-in hand-off for Google, so your team's login still works seamlessly on your own domain.

Troubleshooting

• Can't remember your workspace address? Go to insight.agentcroft.com, choose to sign in, and use Email me a sign-in link with your work email. We'll send a link to your own workspace, with its address written in the email.
• Still "Waiting for DNS" - the record isn't visible yet. Check it was saved, give it time, then press Check now. The card shows when it was last checked.
• "This address is still being connected" - shown on the address itself while DNS is pending. The page checks again every 30 seconds and opens the sign-in page as soon as the address works.
• The name ends up doubled (admin.yourbrand.com.yourbrand.com) - your provider added the domain on the end. Edit the record and enter just the first part, e.g. admin.
• Using Cloudflare - set the record's proxy status to DNS only (the grey cloud). Left on Proxied (orange), the address can't get its security certificate and won't go live.
• "Currently points to..." - the name already has a record pointing somewhere else. Edit that record rather than adding a second one; one name can only point to one place.
• "We can see your record pointing at us" - the record is right. The platform is confirming it and issuing the security certificate, which usually takes a few minutes.

Custom domains require the domain feature to be enabled for your agency; if you don't see it, contact your platform account team.