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.

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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

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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.

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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.

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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.

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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.

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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.

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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.

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📝 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:

• Cloudflare
• Namecheap