Setup
The SigmaDSA Setup section — branding, public website, email domain, email accounts, DNS records. Configure your tenant's customer-facing presence and email infrastructure.
The Setup section configures your tenant's customer-facing presence — the logos on the CRM, the public marketing website, the email domain and accounts your team sends from, and the DNS records that wire it all together.
Sub-sections
Branding & Website
| Sub-section | What you configure |
|---|---|
| Branding | Logos shown inside the CRM — expanded sidebar logo, collapsed icon, favicon. |
| Website | The public marketing site (e.g., yourdsa.com). AI generates the content, you pick a template, add a domain, and publish — all from this page. |
| Sub-section | What you configure |
|---|---|
| Email Domain | Configure your custom email domain (e.g., yourdsa.com) so the team can send/receive at user@yourdsa.com. Powered by Stalwart Mail Server. |
| Email Accounts | Per-user mailboxes on your email domain, plus IMAP/SMTP server settings for Outlook / Gmail / Apple Mail. |
Domain & DNS
| Sub-section | What you configure |
|---|---|
| DNS & Domain | DNS records (A, MX, CNAME, SRV, TXT/SPF, DKIM, DMARC) to add at your domain registrar. Drives website + email delivery. |
Recommended setup order
For a fresh tenant, do these in order — each step depends on the previous:
1. Branding
Upload your sidebar logo, collapsed icon, and favicon so the CRM shows your firm's identity instead of the default SigmaDSA logo.
2. Website — generate, configure, publish
This is the meatiest step. Three phases:
a. Generate content with the AI — describe your business, the AI generates the entire website content and picks the best template.
b. Add your domain — under the Domains tab, point your yourdsa.com at the SigmaDSA web server.
c. Publish — toggle Published on the settings card → Save → site goes live at your domain.
3. Email Domain
Enter your email domain (yourdsa.com) so the system can provision the mail-server config and generate the DNS records you'll need next.
4. DNS & Domain
Open this page → see the auto-generated list of DNS records (Website A records, Email MX/CNAME/SRV, SPF/DKIM/DMARC) → paste each into your domain registrar (GoDaddy, Cloudflare, Namecheap). Wait up to 48 hours for propagation, then click Verify All.
5. Email Accounts
Once DNS verified, create individual mailboxes — sales@yourdsa.com, ops@yourdsa.com, etc. — and share the IMAP/SMTP server details with your team for Outlook / Gmail / Apple Mail configuration.
Next steps
Telegram Bots
Set up a Telegram bot for your tenant — create the bot with BotFather, add the token to SigmaDSA, then each team member links their personal Telegram account so the bot acts on their behalf with their permissions.
Branding
Upload your firm's logos to brand the SigmaDSA CRM — expanded sidebar logo, collapsed icon, favicon. Replaces the default SigmaDSA branding for your team's view.