How do I send portal emails from my own domain?

So client-facing emails (invites, password resets, reports) come from your agency — not a shared address — register an Email Sending Domain on the Portals → Branding tab. Enter a subdomain you own, add the DNS records it gives you, and verify. After that, client emails send from noreply@ your domain.

Before you start:

  • Admin or owner role.
  • A subdomain you own for sending (e.g. mail.youragency.com).
  • Access to your DNS provider.

Steps

  1. Go to Portals → Branding and find Email Sending Domain.
  2. Enter Your sending domain (e.g. mail.youragency.com) and click Register. 📷 Screenshot coming soonEmail Sending Domain field with Register
  3. Add the DNS records shown (Type / Name / Value) at your DNS provider.
  4. Come back and verify.

What happens next

While verification is pending you'll see a Pending DNS status. Once the records are detected, the status turns Verified and you'll see "✓ Client emails send from your domain — no shared sender anywhere." Client emails then send from your domain instead of the shared platform sender.

How it works

Without a custom email domain, client emails still use your display name but the underlying sender is the shared platform address. Registering your own sending domain closes that last gap so nothing reveals the platform. If you remove the domain, emails fall back to the shared sender. DNS changes can take up to an hour to propagate.

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