Agency — Getting Started

From an empty Agency account to your first client live on their own domain. Follow it in order — each step assumes the one before it.

Before you start, gather two things: the subdomain you want your own cards on (e.g. cards.youragency.com), and the name and lead contact email of the first client you want to set up. Step 5 batches every DNS record into one request, so it helps to know who manages DNS for you and for that client.

Step 1 — Open the console

Sign in and click Agency in the left rail. The first time you do this your agency is created automatically, with your seat pool ready to allocate. You’ll land on the dashboard with a getting-started checklist.

Expected: a dashboard showing 0 clients and your full seat pool unused. Nothing to fix — that’s a new agency.

Step 2 — Name your agency

Settings → Agency name. This is your white-label name: it replaces “NexaLink” in the console and, once step 3 is verified, in the invite emails your clients receive. Set it before you invite anyone, so nobody gets an email branded with a placeholder.

Step 3 — Set your sender domain

Settings → Email sender domain → enter your domain (e.g. youragency.com). You’ll get three CNAME records back.

Don’t publish them yet — step 5 collects every record you need into one handoff. Just note them.

This is the difference between a client invite arriving from you and arriving from support@nexalink.co. It is the last place our name appears in an otherwise white-labelled web experience, so it’s worth doing properly.

Step 4 — Bind your own domain

Settings → Your agency domain → e.g. cards.youragency.com → Bind. This serves your cards on your domain.

Use a subdomain, not a bare domain. Verification uses a CNAME and an apex domain cannot carry one, so a bare domain could never verify — we reject it up front rather than let it sit pending forever.

The screen now shows the records this domain needs. Note them alongside step 3’s.

Step 5 — Publish all your DNS at once

You now have everything for your own agency: three sender-domain CNAMEs and at least one record for your cards domain. Send them to whoever manages your DNS in one request.

Three things cause almost every failed verification:

• A proxied CNAME. On Cloudflare, new records default to proxied (orange cloud). A proxied record hides the real target and will never verify — set it to DNS only (grey).
• The full hostname in the Name box. Most providers append your domain automatically, so entering cards.youragency.com creates cards.youragency.com.youragency.com, which silently never resolves. The console shows the host-only form per provider — use it.
• A missing TXT ownership record. If your domain is already registered with another hosting provider, we also need a TXT record to prove you own it. When that applies the console shows it alongside the CNAME. A CNAME on its own will not be enough — without the TXT no certificate is issued and the address will not load at all. If a TXT already exists at that name, add the new value alongside it rather than replacing it; TXT records can hold several values.

Once published, click Verify DNS. Propagation is usually minutes but can take a few hours.

Step 6 — Create your first client

Agency → + Add client. Give it the client’s name and the number of seats to allocate from your pool.

Creating a client costs zero seats — seats are consumed only when people actually join. Allocate what you expect that client to use, not your whole pool; you can change it later.

Step 7 — Brand the client

Open the client → Branding. Set their company, logo, primary colour and website. Tick “Lock these on every card in this client” to push those values onto every card in that workspace, so their people can’t drift off-brand. The preview shows the result before you commit.

Step 8 — Give the client their domain

Open the client → Domain → e.g. cards.theirdomain.com → Bind. Hand the records to whoever runs their DNS — the same three pitfalls in step 5 apply, and this is where they usually bite, because you rarely control a client’s DNS yourself.

This domain serves that client’s cards, never yours.

Step 9 — Invite their people

Open the client → Users → enter an email → pick a role → Invite.

Sending the invite takes a few seconds while the email goes out — the button shows Inviting… until it’s done.

Step 10 — Hand the client over

Invite the client’s lead contact as Admin and they self-serve from then on. They sign in normally, see Team in their rail (not Agency), and manage only their own workspace — never your other clients, your seat pool, or the console.

That is the whole model. You set a client up once, hand it to their admin, and you’re only involved again for seats, domains and billing.

Checklist

What’s included

Agency covers multi-client management, client branding and an optional custom domain for the web experience. See exactly what Agency includes, and what Enterprise adds — including where the mobile apps fit.

If something is stuck

Questions

Email support@nexalink.co — include the client name, and for a domain issue the exact domain.

Agency admin guide (full reference) → · All guides