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Introduction

By default, every MSP Process Client Portal has a URL of https://<name>.mspprocess.net. As branding is critical for MSPs, and your customers may not know who MSP Process is or what services we offer, we allow you to create a fully whitelabeled custom domain for your Client Portal. This KB article will walk you through how to setup that Custom Domain, and apply it to your Client Portal.

Prerequisites

  1. You must have access to an Admin-level user account in MSP Process
  2. You must have a Client Portal already setup, under the AI Service Desk -> Client Portal -> Configurations page
  3. You’ll need access to your DNS provider, and the ability to add new DNS records

Creating a Custom Domain

  1. Login to MSP Process (https://app.mspprocess.com) as an Admin-level user
  2. Navigate to the Settings -> Account Settings -> Custom Subdomain page
  3. Configure the page as follows:
  4. Specify the domain name you want to use - for example, clientportal.mymsp.com
  5. For the What should this domain serve? option, select the Client portal radio button
  6. From the drop-down menu, choose your Client Portal
  7. Click the Submit button
  1. You’ll then be presented with the DNS records you need to add to your DNS provider; add them, and then click the Validate button in Step 3:
  3. Finally, you’ll need to create the SSL certificate, and then bind the SSL certificate to your new website
  4. NOTE: Your domain is hosted in Azure, and Microsoft needs approximately 10 minutes to create and make available the SSL certificate before you can bind it to the website.
Congratulations! Your Client Portal is now accessible through the Custom Domain.