A custom domain means your clients access the platform at a URL like app.yourmsp.com instead of app.strategyoverview.com. You'll set up two subdomains: one for the main application and one for the authentication service.
We recommend app.yourdomain.com for the app and identity.yourdomain.com for identity, but you can name them whatever fits your brand.
Requirements
Subscription plan: Backer or higher
User role: Administrator or Manager
Note: Custom domain must be configured before custom email.
Configuration steps
Navigate to Settings > Branding > Custom domain
Click the edit icon next to Main APP, enter your app URL, and click Add
Click the edit icon next to Identity APP, enter your identity URL, and click Add
Expand both rows to see your DNS records
In your DNS provider, create each record using the Type, Host/Name, and Value shown
Return to Strategy Overview and click Verify
If everything is configured correctly, the status updates to Verified (email row) and Authenticated (nested rows).
Tip: Click Verify once, then wait a minute before checking the status. If it doesn't update right away, give it a few minutes and try again. DNS records sometimes take a moment to be recognized even after they've propagated.
Tip: DNS changes can take time to propagate. Most propagate within an hour, but allow up to 24-48 hours depending on your provider's TTL settings.
Important: Once your custom domain is set up, your team should log in at the custom URL (e.g., app.yourmsp.com) rather than app.strategyoverview.com. Bookmark it as your default so your experience stays consistent with what your clients see.
With your custom domain in place, the next step is Setting Up a Custom Email to complete the white-label experience.