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Setting Up a Mako Client Subdomain

You can set up a custom subdomain for clients in your network accessing the Mako platform. A custom domain allows your clients to log in from a URL related to your business. So instead of makofintech.com/shareholders, your clients would log in from a page like client.mysite.com where mysite.com is your website.

There are four steps involved to set up a Mako client domain:

  1. Before Starting
  2. Choosing Your Domain
  3. Setting up Your DNS Records
  4. Adding CNAME Records

1. Before you start, make sure you have: 

  1. An account set up on Mako. 
  2. Access to the DNS settings of your domain (If you don’t know what this is, contact your webmaster/IT admin). 


2. Choosing Your Domain:

  • From the Main Menu, select Settings > Organization.
  • Head to the Customization > Customized Domain section.
  • Enter your full Domain Name that you would like clients to visit from. For example, if you were a fund with the website "acmefund.com", you could enter "client.acmefund.com" and hit SUBMIT

This will trigger a process on Mako’s side that can take up to 24 hours (but often much shorter) to take effect Once this process is completed, we will send you an email with the information necessary for completing Step 2. 

Note: In this example you would need to have access to the DNS for acmefund.com

 

3. Setting Up Your DNS Records:

The email you received after completing Step 1 should contain information for two CNAME records that you will need to add to your DNS. Following our example from Step 1, they would look something like:


After you have added these CNAME records, you will need to wait for the DNS settings to propagate, which could take up to 24 hours. We’ll be checking for when the changes take effect, and we’ll notify you once you’re set up.

Note: Please don’t visit the new domain until the process is completed. This will result in the site and DNS settings being cached on your network, which will prevent you from seeing the page until your cache expires. 

4. Adding CNAME Records:

Adding CNAME records is simple, here are some guides for how to do it for some popular domain registrars: