Rocketlane allows you to customize customer portals with unique domains for a tailored experience. This article provides a comprehensive guide on setting up, troubleshooting, and clearing custom domains within Rocketlane.
Setting Up or Clearing Custom Domains
To set up or modify a custom domain for your Rocketlane customer portal, follow these steps:
Clearing the Custom Domain Field: - To remove an existing custom domain and configure a new one, navigate to the Custom Domain Configuration section in your Rocketlane account. - Click the 'Change' button to clear the current domain, enabling you to input a new one.
Setting Up a New Custom Domain: - Make sure to use a subdomain (e.g., [portal.yourcompany.com](https://portal.yourcompany.com)). - Avoid using just the main domain (e.g., [yourcompany.com](https://yourcompany.com)), as it may lead to verification issues.
Troubleshooting Domain Verification Issues
Sometimes, even after completing the setup, custom domain verification might fail. Here’s how you can troubleshoot the issue:
Verify Subdomain Entry: - Most verification failures occur due to incorrect subdomain entries. - Ensure you’ve entered the exact subdomain (e.g., [portal.yourcompany.com](https://portal.yourcompany.com)) rather than the main domain ([yourcompany.com](https://yourcompany.com)). Incorrect entries can cause verification to fail if your domain is hosted elsewhere.
Check CNAME Records: - Ensure that the appropriate CNAME records are generated in your DNS settings and properly configured. This step is critical for verification success.
Do You Need a Call? - A call for technical support is not mandatory if all settings are configured correctly. Focus on verifying the subdomain and CNAME record details first. - However, if the issue persists, additional action from the support team might be required.
General Guidelines for Configuring Custom Domains
Always use a unique subdomain for your customer portal.
Double-check your DNS settings to ensure that all necessary records are updated correctly.
Allow up to 48 hours for DNS changes to propagate fully after making any updates.
By following these steps and guidelines, you should be able to successfully configure or troubleshoot your custom domain in Rocketlane. For further assistance, you may also reach out to Rocketlane's support team via the help center.