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
.
- 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.
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.
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.
Updated
Comments
7 comments
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.
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.
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!
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?
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?
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.
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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