Your domain: Difference between revisions
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== How to connect your domain == | == How to connect your domain == | ||
To use your domain: | |||
*Enable use of your own domain in the Account payment section | |||
*Create a CNAME record for the desired URL on your domain, specifying your Planfix account in the URL. | |||
*Create a task for Support with the domain name for which you want to set up Planfix login. |
Revision as of 22:48, 2 August 2019
You can arrange Planfix login on your own domain. This is particularly convenient if external users use your account and/or if you use the Dashboard to work with clients, partners, etc.
When you use your domain with Planfix:
- Your employees can use a specially configured URL to log in to your company's account. This URL will be on your domain (such as crm.company.com, if your company's account is company.com).
- Your clients use a Dashboard on your domain.
- All links that users see while working are on your domain and don't contain any information that would indicate that users are actually working in Planfix. As a result, people conduct their work in a system that appears to be using company URLs, like in this example, but everyone's work is in fact powered by Planfix.
- Any attempt to log in using the regular URL, or any attempt to click a standard link to your Planfix account (such as company.planfix.com/task/1234), will result in an automatic redirect to the desired page, just on your domain (such as crm.company.com/task/1234)
You can only use your own domain with Planfix if you have the most advanced plan (Plan X).
How to connect your domain
To use your domain:
- Enable use of your own domain in the Account payment section
- Create a CNAME record for the desired URL on your domain, specifying your Planfix account in the URL.
- Create a task for Support with the domain name for which you want to set up Planfix login.