Set Up Custom Domain

The Custom Domain feature in Agency Handy allows users to link their own domain (e.g., client.yourbusiness.com) to their workspace. This enables businesses to create a professional, branded experience and make the platform easily accessible to clients and internal users.

Goals

  • Reinforce agency branding through a unique web address.

  • Enhance professional credibility with a custom domain.

  • Simplify client and team access using a familiar domain.

Pre-conditions

Permissions Required: Only Super Admins and Admins can configure a custom domain.

Domain Control: You must own the domain and have access to modify its DNS settings.

Table of Contents

  1. Accessing the Custom Domain Panel

  2. Adding a Custom Domain

  3. Configuring DNS Settings

  4. Verifying and Saving Domain

  5. Monitoring Connection Status

  6. Deleting or Updating Domain

  7. Important Notes

1. Accessing the Custom Domain Panel

  1. Log in to your Agency Handy account.

  2. Navigate to Workspace Settings.

  3. Click on Custom Domain.

📌 Only users with administrative access will see this option.

2. Adding a Custom Domain

  1. Click on the + Add Custom Domain button.

  2. Enter your desired subdomain (e.g., client.yourbusiness.com).

⚠️ Do not use www as your subdomain. It may cause configuration issues.

3. Configuring DNS Settings

  1. Copy the Type, Name, and Value provided on the screen.

  2. Log in to your domain registrar (e.g., GoDaddy, Namecheap, Cloudflare).

  3. Add a CNAME record as instructed.

  4. If using Cloudflare, make sure Proxy Status is set to DNS only (not proxied).

Cloudflare DNS Setup
Add record and save

💡 Use a DNS propagation tool like dnschecker.org to track status.

4. Verifying and Saving Domain

  1. After setting up DNS, return to Agency Handy.

  2. Click Save Domain.

    Save the Custom Domain

  3. Status will initially show Disconnected. Wait 2 minutes to 48 hours.

  4. Click Refresh to check the status.

Domain Successfully connected

✅ Once verified, the status will change to Connected.

5. Monitoring Connection Status

  • Use tools like dnschecker.org to ensure your domain has fully propagated.

  • Look for green check marks in all regions for your CNAME record.

  • DNS changes may take time depending on your registrar and location.

6. Deleting or Updating Domain

  • To delete your custom domain:

    • Click the Delete button next to the domain entry.

    • Confirm the deletion.

  • The workspace will revert to the default Agency Handy URL.

  • You may re-add the domain at any time using the same steps.

⚠️ Deleted domains can be added again with proper DNS settings.

📝 Important Notes

  • Custom Domain Purpose: Helps establish a professional and branded web presence for client access.

  • Subdomain Rule: Always use a valid subdomain (e.g., portal.agencyname.com) and avoid using www.

  • DNS Records: Must add the exact records provided. Incorrect or missing records will prevent connection.

  • Cloudflare Users: Must disable proxy (set to DNS only) for successful verification.

  • Verification Time: Can vary from a few minutes to 48 hours due to DNS propagation delays.

  • Admin Access Only: Configuration rights are limited to Super Admins and Admins.

  • No Immediate Connection? Use DNS tools to troubleshoot and verify record propagation.

List of hosting sites with Agency Handy:

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