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
Options
Tenant-wide behaviour switches in SigmaDSA — which documents get AI extraction, how leads are auto-assigned, which leads are hidden by default, and when WhatsApp reminders go out.
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.