# Set Up Custom Domain

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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](#id-1.-accessing-the-custom-domain-panel)
2. [Adding a Custom Domain](#id-2.-adding-a-custom-domain)
3. [Configuring DNS Settings](#id-3.-configuring-dns-settings)
4. [Verifying and Saving Domain](#id-4.-verifying-and-saving-domain)
5. [Monitoring Connection Status](#id-5.-monitoring-connection-status)
6. [Deleting or Updating Domain](#id-6.-deleting-or-updating-domain)
7. [Important Notes](#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`).\ <br>

   <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FP2y2U6fn3Zcn2Ks2FATI%2FScreenshot_26.png?alt=media&#x26;token=cab0d3bf-facc-40ad-abbf-0c25a3dec664" alt=""><figcaption></figcaption></figure>

   <br>

   <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FmFUBYvTDykcyut9jsi70%2FScreenshot_56.png?alt=media&#x26;token=95ea4b12-3769-49f9-bf51-0a06ffca9a9c" alt=""><figcaption></figcaption></figure>

⚠️ *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).

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2F7a8knFtoFhcn1rOhKUhC%2FScreenshot_57.png?alt=media&#x26;token=0bfc1281-bba7-43e6-ae2e-844da9401916" alt=""><figcaption></figcaption></figure>

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FiNOi1eA7EZ0Ay7TxgiS7%2FScreenshot_31.png?alt=media&#x26;token=d73d7a5b-b20b-49bf-bc25-4e2bb884408c" alt=""><figcaption><p>Cloudflare DNS Setup</p></figcaption></figure>

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FPAGAd6Y4cog8oougzBfk%2FScreenshot_30.png?alt=media&#x26;token=eafdeb3e-12e7-4c36-a612-1690bb532c9a" alt=""><figcaption><p>Add record and save</p></figcaption></figure>

💡 *Use a DNS propagation tool like* [*dnschecker.org*](https://dnschecker.org) *to track status.*

***

### 4. Verifying and Saving Domain

1. After setting up DNS, return to Agency Handy.
2. Click **Save Domain**.\ <br>

   <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FYAq26HlRB09xALCRFJrW%2FScreenshot_41.png?alt=media&#x26;token=2fb1ec7b-9d42-436f-b871-857aec88bbd1" alt=""><figcaption><p>Save the Custom Domain</p></figcaption></figure>
3. Status will initially show **Disconnected**. Wait 2 minutes to 48 hours.
4. Click **Refresh** to check the status.

<figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FuYTunB03J7xvp2AfZUyQ%2FScreenshot_32.png?alt=media&#x26;token=90a87ed7-8ce8-4b45-b0b1-a6958572db86" alt=""><figcaption><p>Domain Successfully connected</p></figcaption></figure>

✅ *Once verified, the status will change to **Connected**.*

***

### 5. Monitoring Connection Status

* Use tools like [dnschecker.org](https://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:

* [**Cloudflare**](https://docs.agencyhandy.com/english/agencyhandy-user-guide-for-agency/workspace-config/set-up-custom-domain/agencyhandy-hosting-with-cloudflare)
* Namecheap