Your domain

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.