Custom Organization Email Domain
Updated by Russell Sherman
Custom Email Domain
Overview
VISO TRUST offers domain customization options that help you carry your brand throughout the vendor's collection experience. These customizations can affect the URLs and emails that vendors interact with when they submit artifacts to your organization through VISO TRUST.
- Subdomain customization adds a subdomain of your choosing to a “visotrust.com” URL. Every vendor that goes through collection experience will see something like acmeinsurance.visotrust.com
- Fully custom domain customization changes all links for the vendor collection experience to use an address you specify. For example, your vendors will navigate to a link that’s similar to tprm.acmeinsurance.com/assessments/xyz
- Email customization empowers you to change the email address for all vendor communications from the VISO TRUST platform into a mailbox and URL of your choice. For example, you could update emails to come from tprm@acmecorporation.com.
For fully custom domains, and email domains, you’ll need to complete domain verification as the first step.
Verifying your domain
To use any custom domains, you will need to retrieve and securely store unique values including the IP address, a TXT value, and CNAME DNS value.
- Navigate to Settings drop down in the left navigation. Click Org Profile. Click on the Mange Domains tab at the top of the page.
- Click "Edit domain" to get started.
- Select the option to use your organization's own domain.
- You'll be asked for the domain name and IP address. Input the values, and be prepared to copy and paste the verification codes to verify the domain with your provider.
- Retrieve the values for the TXT DNS record and the CNAME DNS record.
- Use these values to authorize VISO TRUST with your organization's domain service provider.
- Once your domain is successfully registered on both ends, you’ll see a verification on the VISO TRUST settings page.
- You’re all set! You’re ready to customize a subdomain or customize an email address.
Customizing subdomain
Subdomain customization is a quick and easy way to carry your organization’s brand throughout the VISO TRUST experience.
- Navigate to Settings drop down in the left navigation. Click Org Profile. Click on the Mange Domains tab at the top of the page.
- Click “Edit vanity domain” to begin domain setup.
- Select “use a subdomain”.
- Enter the subdomain of your choice. And example of the URL will populate to demonstrate how links will look to your vendor.
- Click “save domain” to commit your changes
Subdomain changes are effective immediately, since they do not require verification. The updates subdomain will only appear in assessments started after the configuration.
The following options are available once you’ve registered and verified VISO TRUST with your domain provider.
Customizing email address
With a custom email domain, all outbound emails can be updated to show a single customized name and email address. This allows organizations to maintain trust by sending emails from their verified email domain. Make sure you LINK register and verify a domain LINK before you try to customize the email.
- Navigate to Settings drop down in the left navigation. Click Org Profile. Click on the Mange Domains tab at the top of the page.
- Once you have already registered and verified your domain, click “Edit email”.
- Use the inputs to configure the domain address, sender name, and mailbox name for the email. Note, even if you’ve registered more than one domain, we support a single domain for email customization. The example text at the top of the form will update to show you how the email address will appear.
- When you’re satisfied with the result, hit “save configuration”.
Changes will apply to assessments and communications sent after the new configuration has been completed.
Customizing domain address
With fully custom domains, URLs from your VISO TRUST instance can carry your organization’s brand throughout the VISO TRUST experience.
- Navigate to the “Manage Domains” tab of the Settings > Org Profile page
- Once you have already registered and verified your domain, click “Edit domain”
- Select the second option “Use my organization’s own domain”
- Use the inputs to configure the vanity domain address with one of your registered domains. The example text at the top of the form will update to show you how URLs from that address will appear.
- Be sure to select the checkbox below to confirm the CNAME record registration for your domain.
- Confirm changes with “Save domain”.
The changes will only affect assessments completed after you’ve saved the configuration.