How to setup CloudFlare and provide us access Print

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During the setup of our CDN (Content Delivery Network) you will be instructed to create a free CloudFlare account. This service will be used to host your domain's DNS records. Your domain will still remain with your current registrar. We will instruct you when it is safe to change the nameservers of your domain. Doing so before we are ready can result in your website and other services going offline.

 

 

How to create a free CloudFlare account:

*Note, CloudFlare runs multiple sign up processes and changes their sign up process frequently. Below is a rough guide. Please contact our support if you need step by step instructions.

  1. First, visit the CloudFlare Plans page here: https://www.cloudflare.com/plans/
  2. Under Application Services, in the "Free" column select "Get started".
  3. Enter an email and password for your account.
    • IMPORTANT: DO NOT use an email that matches your domain name! For example if your domain is example.com don't use help@example.com as a misconfiguration in your DNS or email can lock you out of your account. Instead we recommend using an alternate provider.
    • Security Note: DO NOT share these credentials with anyone including us. Instead you should make users their own account. Instructions will be in the next section.
  4. CloudFlare will now attempt to collect your current DNS records. Just accept the current records even if they are incorrect. We will input them and verify them for you.
  5. CloudFlare will now ask you to update your Nameservers. DO NOT do this, we are not ready. Instead take note of them and make sure you have access at your domain registrar (the place you purchased your domain from). You will need access there to update these records with them.
  6. Finally, check your email for an email confirmation link from CloudFlare. This is REQUIRED to add users to your account.

How to add users to your CloudFlare account:

  1. Login to the CloudFlare Dashboard here: https://dash.cloudflare.com/
  2. On the left sidebar, scroll to the bottom and click "Manage Account" then "Members". Then click the blue "Invite members" button at the top.
  3. Under "Add email addresses" enter the email you'd like to add then click "Add". (You can optionally check "Direct add". However, you will need to notify us that you have added us.
    • Contact us for our CloudFlare email!
  4. Under "Add policy permissions" click "Create a policy".
  5. Under "Select a scope", unless you have been instructed differently by our staff, select the following:
    • "Individual Domains"
    • Applies to: (Select the domains we have requested.)
  6. Under "Assign roles", unless you have been instructed differently by our staff, select the following:
    • Cache Domain Purge
    • Domain DNS
  7. Finally, click "Create policy" and review your changes then click "Invite members".

*Note, for us to add domains to your account, we must have access to "All Domains" along with the "Administrator" permission. This is a temporary permission and we will instruct you to change this back to a lower privileged alternative once we have completed adding domains to your account.

We will now provide you instructions on how to proceed from here.

How to remove or edit users in your CloudFlare account:

  1. Login to the CloudFlare Dashboard here: https://dash.cloudflare.com/
  2. On the left sidebar, scroll to the bottom and click "Manage Account" then "Members".
  3. At the bottom under "Members" select the member you would like to edit or remove by clicking the 3 dots.
  4. To edit their permissions click "View & Edit permission policies", then click the 3 dots and "Edit policy" beside the policy you would like to edit. To remove them from your account click "Remove member".

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