How to create a user licence via the Onboarding application
Guidance for new users to create their own user licence for the Company Watch platform from 24.09.2024
Every account with platform access in their current agreements has a nominated ‘main contact’ that the Company Watch support team will provide a unique registration code to via email. If you are not the main contact, then this code will be provided to you by your company main contact so you can complete onboarding.
What this demo video: How to create a user licence using the onboarding application
Step by Step guide: How to create a new user licence
1. Navigate to the onboarding application here: https://onboarding.companywatch.net/
2. Provide the mandatory information in the registration form that will be associated to your user licence
- Full First Name: Full first name of the user e.g. John
- Full Last Name: Full last name of the user e.g. Smith
- Associated User Email: This email must be a named business email featuring the approved email domain for your account only (You can read about our user email policy on this link)
- Job Title: Current job title of the user at the business e.g. Underwriter
- Department: Current department name of the user at the company e.g. Surety
3. Once the registration form is submitted, the email address registered will receive 2 emails:
- Email to finish registration and verify your email address by selecting a magic link (to be actioned within 24 hours)
- Email to confirm registration has been completed which also confirms your log in credentials for your records.
Note: If you do not action the magic link provided in the ‘Finish registration’ email within 24 hours of receipt you will not have completed user licence registration and you will have to return to the onboarding application and start again.
What happens next once I have my licence registered/completed onboarding?
You will need to click the link provided in a second ‘registration complete’ email that will redirect to you to the Company Watch platform log in page. Simply enter your licence credentials to enter the Company Watch platform.
What security controls are used by the onboarding application?
- Registration Code – Every account has its own unique registration code that must be provided in order for the application to progress with a new user registration. From time to time, it may be necessary for the Support team to reset this code for security reasons – if this happens, the main contact for the account will be provided with details of the new code.
- User licence limits - Every account has user licence limits assigned and once this licence limit has been reached, additional new user registrations will not be processed by the application.
- Email domains – Every account will have specific email domains associated with their business that are authorised for use when creating a new user licence. Only authorised email domains provided in the ‘email address’ field will be processed by the application.
Experiencing other issues with onboarding?
Please email support@companywatch.net with a screenshot and details of the issue experienced so one of our support team can advise you further.
Further User management related FAQs can be found here on our KB: https://support.companywatch.net/knowledge-base/user-management