1. Checkbox
  2. Knowledge Base
  3. User Management and Access Controls

Adding a Registered Domain

Why Do you Need a Registered Domain?

To effectively use the Matter Management product, a registered domain is required. This is a necessary step to ensure that requestors within your organization are correctly associated with your organization's dashboard. By linking your registered domain, the system can identify and group the requests made by different users, providing valuable insights into their activity.

Why is this important?

  • Requestor Association: The registered domain helps in associating individual requestors to your organization within the Matter Management product. This association ensures that each requestor’s actions are tracked accurately.
  • Request Grouping: With a registered domain, requests can be grouped under specific users within your organization, making it easier to organize and manage them.
  • Analytics: By grouping requests under specific users, you can leverage the analytics features to track how many requests have been made by each requestor. This helps in measuring usage, identifying trends, and making data-driven decisions for better management and workflow optimization.

Registering your domain enables seamless request tracking and provides the tools necessary to analyze request patterns within your organization, helping to enhance overall productivity and management efficiency.

 

Domain Examples

ACME, INC is the parent company and has a domain of www.acme.com. ACME has two subsidiaries, ACME Europe and ACME Consulting, who have their own domains of www.acme.eu and acmeconsulting.com. Each domain will need to be added to Checkbox into the single ACME Dashboard. So there will be a total of 3 domains (acme.com, acme.eu, acmeconsulting.com) to add for ACME.

 

Steps to Add a Registered Domain

  1. Add the new domain to the account

    • Navigate to Account Settings (top-right corner of the interface)

    • Add the new domain via the Domains tab by clicking ‘+ New Domain’.

      Adding a Registered Domain.png

    • Note: This section is only visible to users with an Administrator role.

  2. Enter the domain name and Create (Step 1/2)

    1.png
  3. Verify your domain (Step 2/2)
    Follow the on-screen instructions to verify ownership of your domain. Copy all the records for the individual who manages your DNS settings. Below is an example.
    2.png
  4. View the registered domain in the SSO Configuration panel
    • Successfully verified domains will appear in the Registered Domains section within the SSO Configuration panel in your environment.

  5. Complete the domain verification process
    • This typically involves working with your IT department to verify the domain.