Getting Started

This is the setup order that works. Each step unlocks the next, so skipping ahead usually means redoing work.

Everything below happens in Settings > Brand Settings unless stated otherwise.

Step 1: Start your trial

New organizations open in demo mode. You can look around and edit your brand name, logo, and languages right away, but the sections that make the portal live are locked.

Authorize a card to start the 30-day free trial. Nothing is charged that day. This unlocks payments, domain setup, email setup, support settings, SSO, and your legal pages.

Step 2: Brand the portal

Open General Settings and set your brand name, upload your logo, pick your commercial currency, and set the default label name. Turn on only the toggles you are ready to support.

Then open Languages and enable the languages your customers actually need. Everything is included at no extra cost.

Full detail: General Settings and Languages.

Step 3: Connect your domain

This is the step with the longest waiting time, so start it early.

1. Open Domain Setup, enter your domain, and save. A TXT ownership record appears.
2. Publish that TXT record at your DNS provider, wait for propagation, then select Verify ownership.
3. Publish the CNAME record shown in step 3 of the page. The dashboard checks DNS automatically and switches you over once the record is live and the certificate is ready.

Your default workspace domain keeps working the whole time. Full detail: Domain Setup.

Step 4: Set up sender email

Email Setup needs a connected custom domain first, so do this after step 3.

Set your sender name and an address on your domain, such as noreply@yourlabel.com, then publish the authentication TXT records the page generates. Until authentication completes, platform emails still send from a neutral fallback address rather than yours.

Full detail: Email Setup.

Step 5: Take payments

Open Payment Options and connect Stripe, PayPal, or Airwallex with your own account credentials. Activate a gateway, then decide whether it also handles recurring memberships.

Then open Settings > Upgrades to define what you actually sell: membership plans and pay-per-release pricing.

Run one small real transaction end to end before you announce anything. Full detail: Payment Options.

Step 6: Publish support and legal content

Step 7: Add your team and extensions

Install the free Team Members add-on and invite staff with the narrowest role preset that fits their job. Then browse Add-ons for anything else you need, such as Smartlinks for release campaigns or Support Desk Manager for ticketing.

If you are connecting your own systems, the Enterprise Delivery API add-on unlocks API credentials under Settings > DDEX Gateway.

Pre-launch checklist

Run through this in a private browser window before you send the first customer link.

• Custom domain loads over HTTPS and shows your branding
• Registration and login both work on the custom domain
• A test email arrives from your own sender address, not the fallback
• One real checkout completes and appears in your gateway dashboard
• Terms and privacy pages open from registration and checkout
• Support email is monitored by someone
• A test release moves through the review queue as expected
• Each team member sees only the areas their role allows

If something goes wrong

Roll back one thing at a time, not everything at once. Your default workspace domain, your previous DNS records, and your previous gateway configuration should stay available until launch is accepted.

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