Purpose
This article reviews the first steps of partner onboarding. It explains:
- How a partner user will gain access to your Allbound partner portal
- How the partner company record directly impacts user access
- How to troubleshoot potential registration roadblocks
Introduction
To ensure a seamless new user registration process, each active partner company record needs a whitelisted email domain. Without a whitelisted domain, users will not be able to register against an active company and they will be denied access to the Allbound platform.
How Allbound Determines User Registration Access
Allbound determines user registration access by their email domain. Users are able to utilize self-serve portal registration when their associated partner company record:
1. exists in the Allbound Companies table
2. is in an Active status
3. has at least one whitelisted email domain
Where to Whitelist a Company Domain
1. Login to the Allbound platform
2. Click on the Settings Gear icon in the top toolbar and then click "Companies"
3. Search for the company name in the Companies table and then click on the blue company name
4. Click on the "Settings" tab on the left-hand side
How to Add Whitelisted Domains
In most cases, your company records are syncing over from your CRM when you toggle on the Allbound Status field to Active, Inactive, or Pending on the CRM side. If you are not integrated, you will be adding this data in manually. Allbound uses the website field of the company record to determine the initial whitelisted domain. You can manually add more whitelisted domains as needed if a partner company has more than one email domain for their employees.
- Add the email domain of users associated with this company.
- Whitelist Registrations should always be set to "Yes" for self-serve registration. If set to "No," only Allbound Administrator users will be able to activate users, which needs to be done manually
- Click the green '+' icon to add additional domains. Click the red '-' icon to remove domains
- When done, click the "Submit" button to save your work
*Note for Allbound Administrator Users: Never click the red delete button (not shown in screen screen above) as it will delete the company record from Allbound, and will impact any users that are already associated with the company
*Note: domains should be entered like this: (Ex. allbound.com / google.com) do NOT add https:// or www.
The User Registration Restricted Message
If a company does not have a domain associated to it, users will receive a restricted registration message when they attempt to register. It will look like the following message in the image below, (if yours looks different, it was customized during implementation of Allbound.)
If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.
Also, please refer to this related article:
How to Register for Allbound When a User's Domain is Listed Within Multiple Companies