Context:

There are 3 features in MSP Process that can send your customers hyperlinks (URLs):

• End-user verification (using the Email Link or SMS Link options)
• Opt-in forms
• Secure Data Send

By default, the URLs those features send are on the https://app.mspprocess.com sub-domain. As many MSPs wish to fully white-label the features provided by MSP Process, and also want their customers to only trust websites that the MSP controls or recommends, there is a feature in MSP Process that allows Admins to create a custom sub-domain, and for MSP Process to use that sub-domain when sending out URLs.

NOTE: As of June 13th, 2025, only the Opt-in forms feature supports Custom Domains. Both End-user verification and Secure Data Send will add support for Custom Domains in upcoming releases. 

Prerequisites

• You'll need access to your DNS service provider, as you'll be creating two DNS records in your domain
• You'll want to have thought of a subdomain ahead of time - for example, secure.<yourdomain>.com

Configuring a Custom Domain

1. Login to MSP Process as an Admin-level user
2. Navigate to the Account Settings -> Custom Domains page
3. In Step 1 of the wizard, specify the sub-domain that you want to use:
   • 
4. In Step 2, add the specified DNS records in your DNS provider's UI
   • 
5. In Step 3, click Validate to confirm that everything has been setup correctly; once the test passes, click the Save button to continue
   • 
6. When prompted, click the Generate SSL Certificate button, and then click the Bind SSL Certificate button
   • 

Congratulations! You've now configured MSP Process to use a sub-domain of your choosing when sending our URLs to your end-users.

Handling Errors

You may encounter the following error when clicking the Generate SSL Certificate button:

To resolve that issue, double-check that your CNAME record doesn't have proxying enabled. The screenshots below are from CloudFlare; your DNS provider may have a similar feature, but under a different name or in a different screen layout.

Good:

Bad:

Deleting a Custom Domain

If you need to delete the custom domain that you've configured, navigate to the Account Settings -> Custom Domain page, and click the
button: