Summary / When to Use This
Sometimes, you don’t want to wait for someone on your team to create a project and invite customer users. With self-service registration, you can empower your customers to sign up themselves. Anyone with an approved email domain can create their own user account, log into the customer portal, and start a new project from selected playbooks.
Steps to Follow
1. Enable Self-Service for a Customer Organization
Go to Customers from the sidebar.
Open an existing customer organization, or click + Create Customer to add a new one.
Scroll to Portal Settings.
Toggle Allow Self-Service Registration to On.
In Permitted Root Domains, enter the email domains you want to allow (for example,
example.com).Press Enter after each domain you add.
Click Save.
✅ Result: Any user with an email address from the allowed domains can create their own account.
2. Make a Playbook Available for Self-Service
Open the playbook you want to allow customers to start.
Go to the Portal tab and click Settings.
Under Self-Service Settings, toggle to On.
Complete the following fields:
Default Project Owner – Who will be assigned as the project owner when a new project is created.
Customer Facing Name – How the playbook will appear in the portal.
Customer Facing Description – Short description for your customer.
Portal Cover Image – Upload or paste a hosted image link to display on the portal.
Save your changes.
✅ Result: The playbook now appears as an option for self-serve customers in the portal.
3. The Customer’s Self-Serve Experience
Here’s what happens when a customer signs up:
They visit your customer portal and enter their name and email.
If their email domain matches a permitted root domain, they can create an account.
They receive a PIN code by email for verification.
After authenticating, they log into the portal and see available self-service playbooks.
They can start a new project from any enabled playbook.
👉 Note: Customers can only access projects they create themselves (or ones your
team invites them to).
Tips & Troubleshooting
Domain not working? Double-check that the domain was entered without typos and saved.
Customer doesn’t see a playbook? Make sure the playbook’s Self-Service Settings are enabled.
Security reminder: Only add trusted domains. Anyone with access to that domain can register.