Set up the self-onboarding portal

In this topic, you will learn how to set up the Portnox™ Cloud self-onboarding portal for your users.

Important: On mobile devices, make sure to use a supported browser when accessing the self-onboarding portal:
  • Android: Chrome
  • iOS: Safari
If you use a different browser, self-onboarding may not work due to the limitations of the operating system and the browser.
  1. In the Cloud portal top menu, click on the Settings option.

  2. In the Cloud portal left-hand side menu, click on the Services > GENERAL SETTINGS > Self Onboarding option.

  3. In the Self Onboarding section, click on the Edit link.

  4. Activate the checkbox Allow self-onboarding by end-users.

    Portnox Cloud will generate a unique URL for your self-onboarding portal.

  5. Optional: If you want Cloud account users to be able to use their accounts as well as create new Cloud accounts, activate the checkbox Allow end-users to create Portnox Cloud accounts via self-onboarding portal.
    Note: We strongly recommend that you turn on this option if you want to use the self-onboarding portal to onboard IoT devices, such as printers.

  6. Click on the Save button to save this setting.
  7. Click on the  ⧉  icon to copy the URL and share it with your users.

    Note: The URL for this content doesn’t change. You can use your company’s link shortening services or redirects to create a URL that is easier for your users to remember and access.
Note: Profiles obtained through the self-onboarding portal have MAC randomization disabled to prevent issues where a single device might consume multiple licenses.