Automatic New User Creation

The Automatic New User Create feature eliminates the need for a manual sign-up process by automatically creating Checkbox accounts for users who don’t yet have one. This ensures a seamless experience for users interacting with Checkbox products, while maintaining organizational security through email domain verification.

 

Key Use Cases

Matter Management

• Automatically creates accounts for requesters interacting via intake methods (e.g., email or Slack).
• Ensures requesters are automatically assigned in the Requester field.

 

AI Agent

• Creates accounts for users accessing AI Agents for the first time.
• Provides seamless access to interact with AI products.

 

*Workflow Product

*The Automatic New User Create feature is not available for the Workflow product.

 

How It Works

When a non-Checkbox user interacts with products like Matter Management or AI Agent:

1. Email Verification: The user’s email is checked against verified domains.
2. Account Creation: If their email domain is verified, a Checkbox account is automatically created for them.
3. Product Assignment: The user is assigned to the appropriate product field (e.g., as a requester in Matter Management).

 

How to Set It Up

1. ) Verify Your Domain

1. Navigate to Account Settings (top-right corner of the interface).
2. Select the Domains tab on the left-hand side.
3. Add your organization’s domain (e.g., @acme.com).
4. Complete the domain verification process:
5. This typically involves working with your IT department to verify the domain.

 

2.) Enable Automatic New User Create

1. Return to Account Settings.
2. Open the Admin Panel and select the Provisioning tab.
3. Verified domains will appear in this section.
4. Toggle Provisioning on for the desired domain.