When you create a new User, Channeltivity will attempt to automatically match the User to an Organization using the User's email address and the list of domains associated with the Organization. Here's an example:
- Let's assume you have a Partner called "ACME Partner" in Channeltivity with the associated email domains "acmepartner.com" and "acmepartner.co.uk" (you can manage domains on the Organization's details page).
- If you try to add a new User with one of the above email domains Channeltivity will automatically assign that User to ACME Partner.
Can automatic assignment be prevented?
You can prevent User auto-assignment by making sure the email domain is not associated with any Organization. As a second step, you can add domains to the "Ignored Email Domains" list (accessible under Settings > Portal Configuration > Ignored Email Domains).
How do I remove an email domain from an Organization?
To remove an email domain from an Organization, go to Admin > Organizations > click on the name of the Organization that you want to remove the email domain from view the profile. In the left corner of the page, select Email Domains to view all of the Email Domains associated with the Organization. Select the checkbox next to the email domain that you want to remove and click the Remove button.
Email Domains Organization Details Page
How do I add an email domain to the Ignored Email Domains list?
To add an email domain to the Ignored Email Domains list, go to Settings > Portal Configuration > Ignored Email Domains > click the New Ignored Emails Domains button > enter the email domain > Save.
Ignored Email Domains Page
How do I remove an email domain from the Ignored Email Domains list?
You can remove a domain from the ignored email domains list by going to Settings > Portal Configuration > Ignored Email Domains, searching for the domains you're looking to remove, checking the box next to the domain and clicking the "Delete" button.