Sending from your own domain

Adding a sending domain so notifications arrive from you rather than from the platform.

/admin/settings/email — the last piece of white labelling. Until a domain is verified, notifications go out from the platform's address; afterwards they come from yours, and the recipient has no reason to learn this platform exists.

Needs agency.manage_branding. Without it the page returns not-found.

#Adding a domain

Two fields:

  • Domain — the domain mail will be sent from.
  • From local part — the bit before the @. hello, notify, no-reply.

Add domain registers it and returns the DNS records you have to publish.

Prefer a subdomain mail.your-agency.com rather than your-agency.com. The page says so when you enter a root domain, and it is advice rather than a rule. The reason: adding an SPF record to a root domain that already carries Google Workspace or Microsoft 365 records is the single most common way an agency breaks its own email while setting this up.

#Publishing the records

The page lists each record with its type, name and value — DKIM signing keys, an SPF-style sending record, and the return-path record that makes bounces come back to the right place. Copy them into your DNS host exactly as shown.

The email domain page showing a domain, its verification status, and a table of DNS records with type, name and value.
Copy each record into your DNS host. Check verification once they have propagated.

Check verification — or Re-check DNS — asks for a fresh check. DNS propagation is usually minutes and occasionally hours; there is nothing to do but wait and re-check.

#What each status means

StatusMeansDo
Waiting for DNS records Registered; nothing published yet, or nothing found yet. Publish the records.
Checking DNSRecords found, verification in progress.Wait.
VerifiedMail now sends from your address.Send a test.
Verification failed A record is missing or does not match. Compare each value character for character, then re-check.
RetryingA temporary problem at the provider.Wait; it re-checks itself.

#Nothing breaks in the middle

Mail keeps sending from the platform address until every record verifies. A half-finished setup is not a broken one: invitations still arrive, sign-in codes still arrive, contract links still arrive. The From line simply has not changed yet.

The same is true in reverse. If a record is later deleted or edited by mistake, verification fails and sending falls back to the platform address rather than silently failing — a background job re-checks pending domains through the day and verified ones daily, so a record that was tidied away is noticed rather than discovered by a client who never got their contract.

#Sending a test

Send test email sends a message to your own address using the real From-address resolution, so what arrives is what your clients will get. Check the sender line, and check it did not land in spam.

#Removing a domain

Remove domain deregisters it. Sending reverts to the platform address immediately. Do this before you retire the DNS zone, not after.

#One domain you cannot claim

The platform's own domain and its subdomains are refused. The point of this feature is that the recipient never learns the platform exists; letting an agency authenticate mail as the platform would be the inverse of that.

#Which emails this affects

All of them: invitations, sign-in codes, contract signing requests and reminders, executed copies, approval digests, uptime alerts and client deletion reminders. The full list is in Notifications.

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