Setting up a custom domain gives you a branded portal for your customers to onboard.
Please keep in mind that in order to add a custom domain, you will need to have access to update your site's DNS settings.
What is a custom domain?
A custom domain will allow your customers to use your own branded domain instead of Onboard's https://board.onboard.io/ domain for accessing their onboarding site.
Here's how to set it up:
- In your sites DNS settings, you'll need to set up a CNAME record to point to board.onboard.io
Here's an example in CloudFlare using onboarding.onboard.io as a custom domain (it's similar with other providers) - Go to company settings and click on the Branding tab https://app.onboard.io/settings/company?tab=branding
- Enter the domain you set up in the first step to use (ex. customers.onboard.io or onboarding.example.com)
- Save. Your custom domain is now pending. It will take up to 24 hours for the update to take place, and for Onboard to set up your domain properly.
- Add additional security TXT records to your domain DNS after it has been verified. You will be contacted by Onboard for this step to finalize your custom domain.
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