How to Configure Email Domain Auto-Mapping?
Questions:
- How do I map an email domain to a customer?
- Where do I add new user domains for a B2B account?
- How do I set up automatic user assignment?
Description:
This guide explains how Account Managers can define email domains within a customer profile to enable automatic user assignment. By configuring these domains, any new employee registering with a matching email address will instantly link to the correct business account. This process eliminates manual linking and speeds up client onboarding.
Solution:
Configuration steps for Email Domain Auto-Mapping
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Navigate to Customer Management
User Management -> Manage Customers
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Open the Customer Management module and select "Edit Customer". Choose the specific existing customer account you want to update.
Manage Customers -> Edit Customer by clicking on desktop icon
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Locate the Domain Field
Manage Customers -> Edit Customer -> Contacts -> Email Domains for Auto-Mapping
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Enter the Domain Name
Type the company domain strictly without the "@" symbol. For example, enter "acme.com" rather than the full email address format.
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Save the Configuration
Click the save button to lock in the domain. The system will immediately validate the entry for duplicates.
Tips and Tricks:
Pro-Tips:
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Inputting domains is case-insensitive, meaning "Acme.COM" and "acme.com" will work interchangeably.
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You can add multiple unique domains to a single customer if the company uses different email endings.
Warnings:
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Adding a domain that is already assigned to another customer globally will result in a validation error and block you from saving.
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Entering duplicate domains within the exact same customer profile is prevented by the system interface.