Domain & DNS Coordination Request
About this template
This request template helps web professionals coordinate domain and DNS work safely. It covers domains, registrars, DNS management, email-related records, delegated access, backups, maintenance windows, and non-sensitive supporting records without collecting passwords or transfer codes.
Who it’s for
- Website setup projects that require domain or DNS configuration
- Website migrations where DNS changes must be coordinated carefully
- DNS troubleshooting involving existing records, hosting, or email services
- Domain transfers or delegated registrar and DNS access requests
When to use it
- Before requesting access to a domain registrar or DNS provider
- Before changing DNS records for a new website or hosting environment
- When preserving email, SPF, MX, TXT, or custom subdomain records is important
- When a client prefers to make DNS changes themselves with instructions
- When domain changes require security checks, IT approval, or a maintenance window
Customization tips
- Add the user or email address clients should invite for delegated access.
- Adjust registrar, DNS provider, and email provider options to match the platforms you support.
- Explain the minimum permission level needed for the requested work.
- Remove domain-transfer questions when the project only involves DNS updates.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Domain & DNS Coordination Request
Domain Details
Provide details about the domain(s) you want us to access or manage. Include any relevant notes about the current setup.
Enter the root domain we will manage (no https://). If multiple, add them in the next field.
List any other domains or subdomains involved in this project, one per line. Leave blank if none.
Where the domain is currently registered. If you're not sure, choose 'Not sure' and provide a screenshot in uploads.
Only fill this if you selected 'Other' above.
Account Access Coordination
Choose a safe way to grant access. Use delegated roles or coordinate with the person who manages the account. Do not share passwords or one-time codes.
Select how you'd like to grant our team access to your domain/DNS.
Share approval steps, maintenance windows, or other constraints. Do not include passwords or one-time codes.
Provide the username or account email associated with the registrar or DNS provider account. Required if granting account-level access.
DNS & Hosting Configuration
Tell us about your current DNS records and hosting so we can plan DNS changes without downtime.
Choose the DNS management location.
List any existing records we must preserve (email MX records, SPF/TXT, custom subdomains). If unsure, upload a screenshot of your DNS settings below.
Email setup affects MX and TXT records. Select the current email provider if known.
Only fill this if you selected 'Other' above.
Security, Backups & Timing
Share any security or timing constraints so we can coordinate DNS changes safely.
Select any steps you'd like us to take before making DNS changes.
If you have a preferred maintenance window, select it here. Timezone assumed to be your local timezone unless otherwise noted.
Supporting Screenshots & Records
Upload screenshots or non-sensitive records that clarify the current setup. Do not upload passwords, transfer codes, or login credentials.
Upload screenshots showing your DNS or registrar dashboard if you're unsure of settings. Helps us avoid mistakes.
Upload non-sensitive registrar correspondence that may help us understand the transfer status. Do not include transfer codes.
