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Conrad de Wet edited this page Feb 24, 2026 · 1 revision

Domain User Onboarding and Login-Less Access

This document defines the current onboarding process for a new Domain User in Siperb and a working path to set that user up for login-less access.

Scope

  • Invite and onboard a new Domain User.
  • Configure user permissions.
  • Configure billing/access prerequisites for advanced setup.
  • Define a working implementation path for login-less access.

Definition: Login-Less Access (Working)

For this document, "login-less access" means the end user does not need to manually enter primary credentials during normal use. Access is handled through domain onboarding plus managed device/provisioning or script-driven access.

Prerequisites

  • You are a Domain Owner or Domain Admin with access to Domain Users.
  • You can access Developer Settings (for PAT/script device flow).
  • Billing and identity verification are configured where required.

Note

Identity validation is required for managing Domain Users only. Your domain users do not need to go through identity validation unless they will, in turn, be managing domain users under them.

Billing and Plan Preconditions (If Needed)

At Siperb, you are able to manage up to 5 users without a Business account. Managing more than 5 users requires a Business account. The users that you manage do not need to enter billing details. The Domain Administrator pays only for users under them.

If you are a Domain Owner, you can pay for yourself and your domain users. However, if you are a managed user who has Domain User Access and users under your management, you can only pay for the users under your management — not yourself. In this case, you must contact your manager.

  1. Go to Billing.
  2. Verify billing setup and identity verification.
  3. Go to Billing / Billing Details.
  4. For the domain administrator, choose Change Plan.
  5. Select the plan and click Apply, then Confirm Plan.

Billing Overview

This section provides an overview of your account status. Please note that we use Stripe to manage card details and billing information. To make changes, you must click the "Stripe Payment Portal" to perform these tasks.

Billing Details

This section allows you to define the type of account (Business or Business Pro) for each user.

Assign Billing Plan

Clicking the Change Plan button allows you to change the plan for a specific user.

Note

When you click "Confirm Plan", the changes will take effect and any card adjustments will be processed. If the net effect is zero (for example, one upgrade and one downgrade), no charge will apply. We only consider the total number of Business and Pro accounts.

1. Onboard a New Domain User

Step 1: Open Domain Users and Copy the Domain

  1. Go to Domain Users.
  2. Copy the domain value shown in the Domain field.
  3. Keep this value ready to share with the invited user.

Domain Users Overview

Step 2: Invite the User

  1. Click + Invite User.
  2. Enter:
    • User Email
    • User Description
  3. Click Send.

Important

The email you use is important. You MUST invite the user using the email they will sign up with. If this email is their personal email, they will receive an invitation to join your domain. You should prepare them for this email; otherwise, it may be confusing.

Important

If your users do not have personalized email addresses, you will need to use a catch-all account. The signup process requires a valid email address, and a verification link must be clicked to validate the email.

A typical scenario would be something like agent-003@yourcompany.com. Once the signup process is complete, there is no need to keep the email account active. You cannot use the same email for multiple agents.

Invite User Modal

Step 3: User Accepts Invite and Joins the Domain

  1. The user opens the invitation email.
  2. The user clicks Join Domain.
  3. During signup/onboarding, the user must enter the domain name exactly.

Important

If the user skips domain entry, they may create a separate Domain Owner account instead of joining your domain.

Invitation Email

Either the invited user or the Domain Administrator can complete this part.

Sign Up

If the user was invited using their Gmail (or Google-managed) email, they can click the social login option on the left.

If the user was invited using their Apple email, they can click the social login option on the left.
Note: Apple may offer a temporary private email. Do not use this option, as the email used to sign in will be different from the one that was invited.

If you are using a catch-all email and onboarding users manually, you must click the "Create an account" link on the right-hand side.

Sign Up

Use this screen to enter the agent details, ensuring you use the exact email that the user was invited with.

Sign Up

The next screen allows you to enter the domain to join, but you must uncheck the "New Domain" option to reveal the join domain section.

Sign Up

Once the join domain section is visible, enter the domain key shown in the invitation email and in the Domain Users management page.

Important

If you forget to enter this key, a new domain will be created for the user. They will not be part of your domain, and you will need to delete the account before attempting this step again.

Step 4: Confirm Onboarding Status

  1. Return to Domain Users.
  2. Confirm the invited user appears in the list.
  3. Confirm the status is Active.

2. Configure Domain User Access

Once the user has joined the domain, the system will create a default device for them — this may be sufficient in some cases.

The user can now log in and use the softphone but will not have access to the Admin Control Panel. This means you must either:

  • Add a connection for them, or
  • Grant them access to the Connections page in the Admin Control Panel.

Step 1: Open the User Profile

  1. From Domain Users, open the user.
  2. Go to User Details.

User Details and Permissions

User Details Additional Permissions

Step 2: Set Role and Permissions

You can decide the scope of access the user has by enabling the appropriate radio options.

3. Login-Less Setup Path (Optional)

This section includes steps to embed the phone as a frame within a CRM or other website.

It is required that the user obtains a PAT (Personal Access Token). This token represents the existing Domain User account, meaning it can only authenticate an already-created domain user.

Developer Settings

Step 1: Prepare Developer Access

  1. Go back to the Domain Users section and select the Domain User you would like to manage.
  2. Open the user's Developer Settings.
  3. Create a Personal Access Token (PAT) with an appropriate name and expiry.
  4. Create a Script Device.

Generate PAT

If you believe the user's PAT may be compromised, you can recreate it by deleting it and generating a new one.

Note

The PAT token will not be shown again, and we do not store a copy. You must copy the token from the screen and store it securely in your own storage service, script, or database.

Create Script Device

Once the PAT has been created, you can create the Script Extension. This device will be used when embedding the phone into your own website. You can make changes here, including provisioning custom settings.

For more information on implementing the Web Phone, follow this guide:
https://www.web-phone.org/documentation/

For more information on implementing the Phone API, follow this guide:
https://github.com/Siperb/Web-Phone/tree/main/docs/

User Devices

Step 4: Confirm Connection Routing

  1. Open the user's Connections.
  2. Validate dial pattern and connection priority.
  3. Run Test Dial Pattern and verify the expected route.

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