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    DNS provider guide

    Cloudflare: add the client portal records

    How to publish the two DNS records for your client portal address at Cloudflare. Each record below is written the way Cloudflare asks for it.

    Before you start

    Name servers at Cloudflare usually look like name.ns.cloudflare.com. If yours look different, your DNS is run elsewhere: see how to find your DNS host in the full guide.

    • The records take effect only when the domain uses Cloudflare name servers. If a hosting partner added the domain to Cloudflare for you, manage the records through that partner.

    Where Cloudflare shows the name servers

    The Overview page of the domain lists the Cloudflare name servers assigned to it.

    Fill in your own values

    Enter the address you added in Atlas, and paste the TXT value Atlas shows for it. Every record on this page and on the provider guides then shows your exact values. What you enter stays in this browser.

    For example portal.yourfirm.com, without https:// in front of it.

    Copy it from the card of your address in Atlas. It starts with atlas-portal-verification=

    Your domain is read as yourfirm.com. If your DNS provider shows a different domain at the end of the name field, enter only the part of the name before that domain.

    A new address waiting for its DNS records, with the TXT and CNAME records to publish.
    A new address waiting for its DNS records, with the TXT and CNAME records to publish.

    Open the DNS editor

    Sign in at Cloudflare, then follow this path:

    1. Select your domain
    2. DNS
    3. Records

    Add the TXT record

    1. 1

      Choose Add record.

    2. 2

      In Type, choose TXT.

    3. 3

      In Name, enter the name shown in the record below.

    4. 4

      In Content, enter the value shown in the record below.

    5. 5

      Time to live

      TTL: Auto, which Cloudflare sets to 300 seconds.

    6. 6

      Choose Save to save the record.

    • TXT records are always DNS only. Cloudflare adds quotation marks to the content if they are missing, which is fine.

    TXT record

    Proves that your firm controls this address.

    Type
    TXT
    Name
    _atlas-portal.portal

    Full name: _atlas-portal.portal.yourfirm.com

    Content

    Copy this value from the Atlas screen, or paste it above to see it here. It is unique to your firm.

    TTL

    Auto, which Cloudflare sets to 300 seconds.

    Add the CNAME record

    1. 1

      Choose Add record.

    2. 2

      In Type, choose CNAME.

    3. 3

      In Name, enter the name shown in the record below.

    4. 4

      In Target, enter the value shown in the record below.

    5. 5

      Time to live

      TTL: Auto, which Cloudflare sets to 300 seconds.

    6. 6

      Choose Save to save the record.

    • Set Proxy status to DNS only (the grey cloud). Cloudflare says records that prove domain ownership should not be proxied, and a proxied record hides the CNAME that Atlas looks for.

    CNAME record

    Sends visitors of this address to your client portal.

    Type
    CNAME
    Name
    portal

    Full name: portal.yourfirm.com

    Target
    portal.wrxstack.com
    TTL

    Auto, which Cloudflare sets to 300 seconds.

    How Cloudflare names the fields

    Atlas showsTXT recordCNAME record
    Record typeTypeType
    Record nameNameName
    Record valueContentTarget
    Name formEither form. This guide uses the shorter one

    Things to watch at Cloudflare

    • A proxied (orange cloud) CNAME record is the most common reason the routing record is not found. Edit the record and switch it to DNS only.
    • Cloudflare confirms that underscores are valid in DNS names.

    Check that it worked

    Go back to Atlas and choose Check now on the card of your address, or ask DNS yourself:

    bash
    dig +short TXT _atlas-portal.portal.yourfirm.com
dig +short CNAME portal.yourfirm.com

nslookup -type=TXT _atlas-portal.portal.yourfirm.com
nslookup -type=CNAME portal.yourfirm.com

    Cloudflare sets an Auto TTL of 300 seconds, so a corrected record is usually seen again within five minutes.

    Both records found: the address waits for approval.
    Both records found: the address waits for approval.
    A live address, with the link your clients open.
    A live address, with the link your clients open.

    Official help from Cloudflare

    The help articles Cloudflare publishes on these steps. If the screens at Cloudflare have changed, follow them.

    • Manage DNS recordsdevelopers.cloudflare.comOfficial help
    • Create subdomain recordsdevelopers.cloudflare.comOfficial help
    • Proxy statusdevelopers.cloudflare.comOfficial help
    • Verify a domain with CNAMEdevelopers.cloudflare.comOfficial help

    What this guide could not confirm

    The help pages of Cloudflare do not state the following. Where a label is missing above, look for the field described here.

    • Whether a new CNAME record starts as proxied. Check the Proxy status switch every time.
    • The documentation does not state that the domain is appended to Name. Entering the part before your domain works either way.

    Other providers

    The notes about Cloudflare are in English, because they quote the labels Cloudflare shows on its screens. Back to the full guide

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    About this page

    On this page

    • Before you start
    • Open the DNS editor
    • Add the TXT record
    • Add the CNAME record
    • How Cloudflare names the fields
    • Things to watch at Cloudflare
    • Check that it worked
    • Official help from Cloudflare
    • What this guide could not confirm