Experience the difference of "Elite".

Getting Started

Core Concepts

Overview

Bookings & Quotes

Damage Protection

Data Management

Deposits

Email Template Library

Fields

Guests

Hosted Websites

Integrations

Listing Site Integration

Messaging

My Account

Payment Processing

Privacy & Security

Properties

Property Management

Property Sharing

Quotes

Rates

Renter Agreements

Reporting

Reviews

Rules

Security Deposits

Suppressed Email Addresses

Tags

Taxes

Team Access

Technical Stuff

Travel Insurance

Verified Email Domains

Widgets

WordPress Plugin

Channel Management

Channel Management

API Integrations

Calendar Import/Export

Channel Bridge

Integrations

OwnerRez APIs

Payment Processing

Testing

Change Log

2022

2021

2020

2019

Team Access - Branded Portal Setup

This support article is under construction 👷

Please pardon the incompleteness while we work on this. We have made the article visible in the meantime because the content may be useful.

As part of your Team Access Portal setup, you can link a subdomain of your primary domain name to the OwnerRez servers and from then on the Team Access will "live" at your domain and Portal Users will log in to your branded domain rather than using the main OwnerRez URL. This is sometimes known as a "white-label" Client Portal.

We'll also generate an HTTPS-secured certificate and apply it for you (at no additional charge, but it does require a credit card on file for verification). This may take a few hours, or even overnight, after you follow the steps below to configure the DNS records with your domain registrar.

Configuration

To configure a branded subdomain in the Team Access Area, you'll need to complete the following steps:

1. Domain name

  • If you don't have a domain or account anywhere yet, we recommend Namecheap.
  • If you already have a domain, you can add a subdomain as detailed below.

2. Navigate to your Team Access account by clicking on the drop-down arrow of your account (upper right-hand corner on your OwnerRez dashboard) and clicking on Team Access.


3. In the Portal Team Access tab, Click on the Branding button.

4. On the next page, you can configure your Branded Subdomain / Portal Branding.

  • Add your Site Title.
  • Add your Favicon and Logo.
  • Enter the Branded Subdomain of your Site Title. For example if your domain/main site is fancybeachrental.com, you might use portal.fancybeachrental.com or owners.fancybeachrental.com.


5. Click whether your Portal Access will be Active by clicking in the Active checkbox and click Save.

6. Your Branded Subdomain will now appear as shown below in the Portal Tab.

And your branded Team Access log in page will look similar to this.

7. Add a CNAME to your DNS servers to point to portal.ownerrez.com

This step is the trickiest. The easiest thing to do is to contact support at your registrar, the place where you purchased your domain, and ask them to turn off any domain parking/forwarding and make the following change for you (substitute the portal name in red with whatever subdomain you choose, but leave it pointing to portal.ownerrez.com regardless of the subdomain name.

Create (or set if there is one already) a CNAME type record with the name of your Branded Subdomain portal pointing to portal.ownerrez.com

The www and A records for your main site don't need to be changed -- you only need to add the new CNAME for portal.

8. Come back to the Portal Team Access area in OwnerRez and use the Check DNS button to make sure that the DNS settings are configured correctly:

9. Once you have configured your Branded Subdomain and set the DNS settings correctly, OwnerRez will automatically generate an HTTPS certificate. This process may take a couple of hours. Once complete, the status will change to a green Online as shown above.

Pitfalls and Gotchas

Do I need to configure Nameservers? No, you do NOT need to point nameservers at the IP addresses above. That is a separate configuration. You should make the updates to the DNS on your current nameserver, usually the one provided by your registrar.

If you have a custom nameserver set at your registrar, like Wix and other sites use, you can either add the records to their nameserver or if you're not using that anymore, switch back to your registrar's nameservers.

If you're confused on this, contact support at your registrar -- they'll be able to help you get your nameserver configuration correct and apply the DNS settings above.  You can point their support agents at this web page - they will know what it means and how to make it so. (Using the Chat feature with your registrar is often a good option. Just copy and paste all of the info from #11 above into the Chat session and the folks at Namecheap, GoDaddy, etc. can usually get you set up in no time.)

Confirmation

Once the configurations are in place, you can double-check that everything is correct using the Dig tool.

If you run into any issues setting up the branded subdomain, contact us and we'll help you get it all set up and configured properly.  This will almost certainly involve your domain registrar, though, so you may get quicker results by going straight to them.