The Auto-Enroll Link option in Cloud Stop Motion (CSM) is a simple way to allow users to join your organization. Follow these steps to create and share an auto-enroll link. Note: The user creating the auto-enroll link must select the SSO option, and users signing in with the auto-enroll link must use an email address (Google or Microsoft SSO).

Step 1: Access the Add/Import Users Dialog

  1. Log in to your CSM admin account.
  2. Navigate to the All Users section in the left-hand menu.
  3. Click on + Add/Import users at the bottom of the user list.

Step 2: Select SSO for Auto-Enroll Link (Mandatory)

  1. When prompted, you must choose the Google or Microsoft SSO option for sign-in. This ensures that users can securely sign in with their email addresses when using the auto-enroll link.
  2. The username and password option is not compatible with auto-enroll links.
  3. Click Continue to proceed.

Step 3: Select the Auto-Enroll Link Option

  1. In the "Select source of user information" dialog, choose Auto-enroll link.
  2. The "Auto Enroll Details" dialog will appear.

Step 4: Configure Auto-Enroll Link Details

  1. Set the Permission Level:

    • Choose the appropriate role, such as Students or Teachers, for users joining through the link.

  2. Assign to a Group (Optional):

    • Select an existing group to organize the users automatically, or create a new group (e.g., Example School 1).

  3. Enable a Validity Date (Optional):

    • To limit the link’s usability, enable the Valid Until Date checkbox.
    • Set the expiration date, such as 31/12/2024.

  4. Generate the Link:

    • Click Create auto-enroll link to generate the link.

Step 5: Share the Auto-Enroll Link

  • Share the generated link with users who will join your organization.
  • Users must sign in using an email address with Google or Microsoft SSO.

Best Practices for Using Auto-Enroll Links

  • Ensure you select the Google or Microsoft SSO option when creating the link.
  • Communicate the importance of using email-based SSO (Google or Microsoft) to users who will join via the link.
  • Use the Valid Until Date option to control the period during which the link is active.

By following these steps, you can onboard users efficiently while ensuring secure access through email-based SSO.

 
Managing Existing Auto-Enroll Links

You can view, edit, or disable your existing auto-enroll links in the Settings section under the Auto-Enroll Links panel. Here, you'll see a list of links organized by user type, assigned groups, and validity dates.

  • Edit: Use the pencil icon to modify group assignments or expiration dates.
  • Disable: Check the box next to a link to disable it.
  • Copy URL: Easily copy the link to share it again.

This helps maintain control and flexibility over user enrollment in your organization.

 

This guide was made in Cloud Stop Motion version 2.0.178.