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For AI agents: a documentation index is available at https://docs.coverbase.com/llms.txt. This page is also available in markdown by appending .md to the URL.
This guide is part of the User Guides collection. It covers the vendor-facing domain: the subdomain vendor emails come from and the portal is hosted on. For logo, color, and layout branding, see Step 1 of the Admin and setup guide and Applying your own branding.
By default, Coverbase sends vendor email from mailer@coverbase.ai and vendors submit documents through dashboard.coverbase.app. That works with no setup. Most customers white-label it and host the vendor experience on their own subdomain instead.

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Why white-label

  • Higher response rates. Vendors are more likely to open and act on email from a domain they recognize.
  • Unified branding. Your organization’s identity stays consistent through the whole vendor interaction, not only inside the email body.
  • Reduced friction. Fewer “is this a phishing attempt?” questions for your security team.

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Before you start

You need:
  • A dedicated subdomain you control, such as vendors.yourorg.com. Do not use your root domain, since Coverbase needs its own DNS records without touching the rest of your mail and web setup.
  • A chosen email prefix, such as outreach@, for the address vendor email will send from.
  • Either the ability to delegate that subdomain’s nameservers, or access to create records directly with your DNS provider.
Talk to your Coverbase contact to kick off setup. They confirm your subdomain and email prefix and help you pick one of the two paths below. Once the domain is live, the address shows as Outbound sender email under Organization identity on Configuration → Communications. Only Coverbase can change that field, so ask your Coverbase contact when the address needs to move. Admins can edit the sender name and the inbound contact email on the same page themselves.

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Two ways to set it up

This is the lowest-maintenance option for your IT team. Provision NS (Name Server) records for your chosen subdomain, pointing to Coverbase. Once delegated, Coverbase handles the configuration and ongoing maintenance of TLS certificates, inbound and outbound email traffic, and web routing on that subdomain. You do not need to touch DNS again after the initial delegation.
Choose this path unless your organization’s policy specifically prevents delegating a subdomain’s nameservers to a third party. It is less setup work now and no maintenance later.

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Option 2: Organization-managed DNS

Choose this if your organization’s policy prevents Name Server delegation. Your team creates and manages the individual records instead, which typically takes 1 to 2 weeks due to the manual coordination and troubleshooting involved. Your Coverbase contact provides the specific record values once your subdomain is confirmed. The categories you provision:
These are placeholder categories, not values. Wait for your Coverbase contact to send the specific records for your subdomain rather than guessing at them, and keep them current on your end since Coverbase does not manage records under this path.

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Change branding from MCP or the API

You can read and change your logo, icon, brand color and portal title from an MCP client or with an API key. An MCP client reads with query_platform(kind="branding") and writes with mutate(entity="branding", action=...) (update, upload_image). It sends an image as base64, up to 5 MB. The API routes are GET and PATCH /v1/branding, and PUT /v1/branding/logo and PUT /v1/branding/icon, which take the image as a multipart upload. See Branding. Every change needs organization settings permission, so use a key created by a person whose role holds it. Your icon is also your sign-in logo. Where your organization uses the redesigned settings, change the icon in the dashboard or through the API, since an MCP client cannot update the sign-in logo.

Admin and setup guide

Step 1 covers organization, users, and logo branding, the setup that happens before or alongside white-labeling.

Email and notifications

How your logo and brand color flow into the emails sent from your white-labeled domain.