The purpose of this guide is to provide an understanding of Vendor Self-Onboarding (VSO) to Admins, as they prepare to onboard Users onto the Dispel platform.

This guide covers the following:

Vendor Self-Onboarding is a feature that allows an admin to onboard a large amount of people into the Dispel dashboard at once, while applying permissions and access at the time of onboarding. This feature aims to reduce overhead time for admins manually onboarding users one at a time.

This section covers the process of an admin configuring and creating the link that will be sent out to users.

After logging into the Dispel dashboard, click the Members tab.

Once on the Members page, click Invite New Member.

Now click Invite using Invite Links

In the text box under Who do you want to invite?, add the specific domains that you would like to have access to the invite link. (Comma-separated)

Specify which Group you would like them to be a part of, then click Select and continue. You can read more on the Groups feature [here].

Select the expiration time for the link in the calendar, then click Select and continue. After this time, the link will no longer be valid.

Select the language you would like the invitation to be in and click Select and continue.

You can also assign a specific name for the Invite Link if you would like. (This is optional) Click Select and continue to proceed to the Review page.

On the Review page, you will have the option to change any options for the Invite Link. Scroll to the bottom and click Create Invite Link when you are ready.

On this page, you are presented with your Invite Link, which can be copied to your clipboard using the copy button to the right of the link.

Click Use or Manage Saved Invite Links to see the list of all Invite Links that have been created. This page will show all relevant info to the Invite Link, including the domain, Group, expiration time, language, and a button to copy the link.

You are also able to delete the link ahead of expiration by clicking the three dots to the right of the Copy Link button and clicking Delete Invite Link.

This section shows what a User will see as they walk through one of the three sign-up flows. These include using Microsoft SSO, using Okta, or using a Dispel account.

Once a user has completed the sign-up process, they will be inserted into a Group as a VDI-User by default. They can be promoted to an Admin later on.

After navigating to the Invite Link, select Sign up with Microsoft.

Follow the steps to sign into your Microsoft account. Once this process is complete you will be brought back to Dispel.

Now that you have signed in through Microsoft, accept Dispel’s Terms of Use to finish creating your account.

Once you accept, you are fully onboarded as a Dispel VDI User.

After navigating to the Invite Link. select Sign up with Okta.

At the next page, enter your Organization Identifier. This should be provided by your Admin.

Sign in to Okta using your usual Okta credentials.

Now that you have signed in through Okta, accept Dispel’s Terms of Use to finish creating your account.

Once you accept, you are fully onboarded as a VDI User.

After navigating to the Invite Link, select Sign up using Dispel Account.

To begin the sign-up process, input your email and click Continue.

A temporary code will be sent to your email from Dispel. Input the the 6 digit code here. You will have 15 minutes to input the code before it expires.

On this page, you will create your Dispel account. Enter your name and password of your choice. Check the box to agree to the terms and conditions. Click Create account to finish creating your account.

On this page, you are prompted to sign in. Use your email and the password you just created to log in.

You have now been successfully onboarded as a VDI user.