Settings & Customization

Setting Up a Custom Portal URL

Shape Software

February 8, 2022

3 min read

Can I Customize my Portal URL?

Shape Portal allows you to get a unique subdomain to send clients to in order to complete the portal application.

Short Recap of How DNS Works

How to Configure your Portal URL

1. Go to Settings>Manage Customer Portal

Start by navigating to “Settings” in the top gradient bar. Next click the dropdown labeled “Integrations” to find the “Manage Customer Portal” settings page.

Manage Customer Portal:https://secure.setshape.com/manage-customer-portal

2. Scroll to find the Shape Portal integration and click "Change URL"

Enter your preferred subdomain and click Save. A new portal will be created for you at subdomain.shapeportal.com. This domain must be unique within the Shape platform.
Up until this point, these steps are universal whether you are using a custom URL or not.

Up until this point, these steps are universal whether you are using a custom URL or not.

3. Next, go to your DNS provider and add a CNAME record.

Enter the same subdomain as the HOST and enter the full Shape Portal URL in the field for “Points to”. Click Save.

4. Your new subdomain will be available immediately in most cases

Depending on your DNS provider, you may have to wait up to 72 hours for the changes to propagate.

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