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Context:

There are 3 features in MSP Process that can send your customers hyperlinks (URLs):
  • End-user verification (using the Email Link or SMS Link options)
  • Opt-in forms
  • Secure Data Send
By default, the URLs those features send are on the https://app.mspprocess.com subdomain. As many MSPs wish to fully white-label the features provided by MSP Process, and also want their customers to only trust websites that the MSP controls or recommends, there is a feature in MSP Process that allows Admins to create a custom subdomain, and for MSP Process to use that subdomain when sending out URLs.

Prerequisites

  • You’ll need access to your DNS service provider, as you’ll be creating two DNS records in your domain
  • You’ll want to have thought of a subdomain ahead of time - for example, secure*.mymsp.com*

Configuring a Custom Subdomain

  1. Login to MSP Process as an Admin-level user
  2. Navigate to the Settings -> Account Settings -> Custom Subdomain page
  3. In Step 1 of the wizard, specify the sub-domain that you want to use:
  5. In Step 2, add the specified DNS records in your DNS provider’s UI
  7. In Step 3, click Validate to confirm that everything has been setup correctly; once the test passes, click the Save button to continue
  9. When prompted, click the Generate SSL Certificate button, and then click the Bind SSL Certificate button
  10. NOTE: It can take up to 10 minutes for Microsoft to propagate out the SSL certificate that was created. Until that’s happened, clicking on the Bind SSL Certificate button will generate an error. That’s OK! Just wait for ~10 minutes and try again.
Congratulations! You’ve now configured MSP Process to use a subdomain of your choosing when sending our URLs to your end-users.

Handling Errors

You may encounter the following error when clicking the Generate SSL Certificate button: To resolve that issue, double-check that your CNAME record doesn’t have proxying enabled. The screenshots below are from CloudFlare; your DNS provider may have a similar feature, but under a different name or in a different screen layout. Good: Bad:

Deleting a Custom Subdomain

If you need to delete the custom domain that you’ve configured, navigate to the Account Settings -> Custom Subdomain page, and click the button: