Registration Rules

Admins can automate new user approvals and permissions through the use of registration rules. You can set rules to automatically add users to certain groups and/or have them approved based on email domain, IP address or a response in a custom field.

Note: Registration Rules are available to customers with enterprise subscription plans. If you would like to upgrade your subscription plan, please contact your customer success manager or email success@webdam.com for additional information.

This article will cover:

  • Create a registration rule

  • Edit or delete a registration rule

  • Update status

 

Create a registration rule:

  • Log into Webdam.

  • Click and select System preferences.

  • Click Registration Rules in the left navigation panel.
  • In the actions toolbar, click .

 

registration-rules_create.png

  • Enter the rule name, which will only be seen by admins.

  • Click the dropdown next to Add newly registered users to and select the group that you want to add the users to.

  • Set the rule conditions to identify the target group of users based on their email domain, IP address or a custom field. (Read more about creating custom fields and configuring the registration form.)

  • You can create multiple conditions by clicking Add a rule.

    If the rule is based on email domain, be sure to add all subdomains to the rule. For example, a global company might include a condition for eu.company.com (for European employees), am.company.com (for American employess) and ap.company.com (for APAC employees).

  • Check the box next to Activate new users upon registration if you want the users to gain immediate access to the Webdam account.
  • Click Save.

registration-rules_create2.png

Edit or delete a registration rule:

  • Log into Webdam.
  • Click and select System Preferences.

  • Click Registration Rules in the left navigation panel.

  • Click under the actions row for the registration rule that you want to update.

  • Select Edit to change the rule or Delete to remove the rule.

registration-rules_edit.png

 

Update status:

You can turn on and off registration rules by updating the status. A [green] icon means that the rule is active and in use while a [red] icon means that the rule is inactive and not in use.

  • Log into Webdam.

  • Click the [gear] icon and select System Preferences.

  • Click Registration Rules in the left navigation panel.

  • Click or   to update the status.

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Comments

7 comments

  • Comment author
    Dana Eudy

    Is there a limit to the number or rules that can be added to EDIT REGISTRATION RULES FIELD(S) We currently have 2 and would like to add another 2 for a total of 4 and may need to continue to expand.

    0
  • Comment author
    Permanently deleted user

    Hi Dana - I am not currently aware of any limit on the number of registration rules that may be created. You should not have any issues adding the additional 2 registration rules.

    0
  • Comment author
    Melissa Smith

    Is it possible the create a registration rule that sends an approval request to have the user added to a group? I would like users to select a file option, which sends a request to an email address to approve their access the that group. How would I go about that? Thanks!

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  • Comment author
    Permanently deleted user

    Hi Melissa. Thank you so much for reaching out. Apologies, but I am not sure that I understand your question completely. Are you curious about creating a rule when users register or when they attempt to download an asset?

    0
  • Comment author
    Patrick Cooney

    I'm looking for a way to automatically activate the user contingent upon them PROVING ownership of the email address by clicking a link in an email or something similar. Is this possible?

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  • Comment author
    Deland Craven

    Is there an answer to Patrick's question above? Right now, I don't see a way for self-registration to be limited ONLY to specific email addresses. Yes, we can create a rule that says add a particular email to a particular group. However, there is nothing to keep a malicious individual from spoofing an email address without the added step of confirming that the email is indeed valid through a confirmation email. This is pretty standard for self-registration workflows.

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  • Comment author
    Carissa Heller

    Hi Brett ,

    I'd like to follow up on Melissa's note. I am interested in creating a similar feature for when new users are registering. Can you provide guidance on how to do this?

    Thank you,
    Carissa

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