Settings: company settings

🎯 Overview

The Company Settings page allows users to configure company details, branding, and whitelabel options. This includes updating company information, managing logos, and setting up custom domains and email addresses for reporting.

📑 Company Information

• Company Name — required field.
• Phone Number — optional field.
• Company Logo — add, edit, or remove the company logo.

📑 Whitelabel Settings

Whitelabeling allows customization of domain and email identity for reporting. ⚠️ Important: The user must be subscribed to at least one dashboard before whitelabel features can be enabled.

• Custom Domain

  • Users can set a custom subdomain (e.g., reports.company.com) to access dashboards.
  • Requires adding a CNAME record in DNS pointing the chosen subdomain to the reporting service.

• Custom From Email Address

  • Enables sending automatic reporting emails from a custom email address (e.g., [email protected]).
  • If the custom domain is removed, the email address reverts to the default [email protected].
  • Requires adding specific DNS records (TXT, DKIM, CNAME, MX) to authenticate the custom email domain.
  • After DNS records are added, the user must click Check DNS Records before the custom email can be used.

📑 DNS Setup Instructions

To enable whitelabel domain and email, configure DNS records as follows:

1. Custom Domain (CNAME)

   • Add a CNAME record for your chosen subdomain.
   • Point it to the reporting service host provided in your setup instructions.

2. Custom Email (TXT, DKIM, CNAME, MX)

   • Add a TXT record for SPF validation (ensures emails are authorized to be sent from your domain).
   • Add a TXT record for DKIM validation (provides cryptographic authentication of emails).
   • Add a CNAME record for email routing (links your subdomain to the mail service provider).
   • Add MX records for mail delivery (ensures proper routing of outgoing emails).

⚠️ Values for these records are provided in the Company Settings interface. Copy them exactly into your DNS provider’s configuration.

⚙️ Workflow

1. Navigate to Company Settings.
2. Update Company Name, Phone Number, and Logo as needed.
3. Ensure you are subscribed to at least one dashboard.
4. Configure Custom Domain by adding the required CNAME record.
5. Configure Custom Email Address by adding the required TXT, DKIM, CNAME, and MX records.
6. Wait for DNS propagation (may take 1 minute to 24 hours).
7. Use Check DNS Records to verify that DNS entries are correct.
8. Once verified, the custom email address can be used for automatic reporting.
9. Click Update to save changes.

⚠️ Key Notes

• Custom Domain enables branded dashboard access.
• Custom Email Address ensures reports are sent from your domain identity.
• Removing the custom domain reverts email sending to [email protected].
• DNS records must be entered exactly as provided in the interface.
• DNS propagation can take time; changes may not be immediate.
• Check DNS Records must be used to validate DNS setup before the custom email address becomes active.
• Whitelabel features are only available if the user is subscribed to at least one dashboard.