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How people get into your community

Every route a tester can take into your branded community, and how to open or close each one with invite codes, an email allowlist, a waiting list, and single sign-on.

Your community is the group of testers who belong to you rather than to the BetaTesting Panel. This article covers every route a person can take into that community, which of those routes you control, and how to open or close each one.

Teams use this to run a private panel: employees, existing customers, a recruited research group, or a closed beta list. You decide whether anyone who finds your sign-up page can join, whether they need a single-use code you handed out, whether their email address has to be approved in advance, or whether they arrive through your company identity provider. You can also hold new arrivals on a waiting list and admit them yourself.

Enterprise Feature: Running your own branded community is an Enterprise feature, so it may not be available on your account. Basic branding features may be available on Teams plans.

Several parts described below are granted separately on top of base Enterprise plans, including the community waiting list, the member cap, single sign-on, and API access.

The routes into your community

These are the routes you turn on and off yourself:

  • Your community landing page. Someone visits your subdomain and creates an account. This is the default when no other method is switched on.

  • Invite codes. Someone signs up using a single-use code you generated and shared.

  • Email allowlist. Someone signs up with an email address you approved in advance.

  • Single sign-on. Someone signs in through your identity provider, or is created automatically by SCIM provisioning.

People also arrive as a side effect of things you do elsewhere on the platform:

  • The BetaTesting Panel. Testers you recruit from our 450,000+ participants join your community when they take part in one of your tests.

  • Test invite links and emailed test invites, when you invite your own testers to a specific test.

  • CSV import, when you bring an existing list into your community.

  • The BetaTesting API, when you add community users programmatically.

BetaTesting records how every member arrived. In Community, the Tester Source filter splits your members into BetaTesting Panel and Your Own Users.

Where registration is managed

Registration settings live on the Tester Onboarding page in your company menu. You need full admin access to your company account to open it.

The page is laid out top to bottom as Registration mode, Invite codes, Allowed emails, Welcome Message, and Waitlist Communications. If your plan includes a member cap, a counter at the top shows how much of it you have used, for example "512 of 600 onboarded members".

Everything here depends on having a subdomain. Until you set one, the registration methods stay switched off and you will see the notice "Add a subdomain first so testers have a place to register. These methods stay off until then." Set it under Company Branding, in the Community Landing Page section, in the Subdomain field. Your community then lives at yourcompany.betatesting.com.

Choosing a registration mode

The Registration mode section is where you decide how people register. Each method is a switch, and you can turn on either one or both together.

If neither Invite codes nor Email allowlist is on, your community is open: anyone who reaches your landing page can create an account and join. Turning on either one makes registration invitation-only. When both are on, a person gets in by satisfying either one, so a valid code works even if the address is not on your allowlist, and an approved address works without a code.

Switching a method off later does not remove anyone who already joined through it. It only stops new registrations using that route.

How to use invite codes

Invite codes suit handing out access one person at a time, when you do not know the email addresses in advance. Each code works once.

  1. Go to Tester Onboarding and turn on Invite codes under Registration mode.

  2. Scroll to the Invite codes section.

  3. Enter how many codes you need next to Generate codes, then click the Generate codes button. You can create up to 1,000 at a time.

  4. Click Export CSV to download the batch, or use the copy button beside any single code.

  5. Share one code with each person you want to invite.

The table lists every code with a status of Available, Redeemed, or Revoked, and a Redeemed by column showing who used it. The CSV export adds who created each code and the dates it was created, redeemed, or revoked.

What a tester does with a code

  1. They open your community sign-in page at your subdomain.

  2. They enter their email address and continue.

  3. They are asked for their Invitation Code.

  4. They set a password and their name if they are new, or enter their existing password if they already have a BetaTesting account.

A code that is wrong, already used, or revoked gives them "Invitation required. Please check your code or email."

You can save them a step by putting the code in the link. Add a question mark, then inviteCode=, then the code itself to the end of your sign-in URL, and the field is filled in for them. Nothing in the product builds that link for you, so you would compose it yourself.

Revoking a code

Click Revoke beside any code that is still available. A code that has already been redeemed cannot be revoked, because the person is already a member. Remove that person from your community instead.

How to use the email allowlist

The allowlist suits the opposite situation: you already know exactly which addresses should get in. Only people whose email address you have approved can register.

  1. Go to Tester Onboarding and turn on Email allowlist under Registration mode.

  2. Scroll to the Allowed emails section.

  3. Paste addresses into the box, one per line or separated by commas, then click Add emails.

  4. To load a longer list instead, click Upload CSV and choose your file.

Either way we tell you how many addresses were added, how many were already there, and how many were not valid email addresses. Use the search box above the list to find an address, and Remove to take one off.

Your CSV should be a single column of email addresses. If a row has more than one column the whole upload is refused and we name the row to fix, so nothing is imported half way.

Someone who tries to register with an address that is not approved sees "This email has not been allowed access. Reach out to us if you think there has been a mistake." If you also have invite codes switched on, they are asked for a code instead, since a code is the other way in. Without a valid one they see "Invitation required. Please check your code or email."

When you import testers from a CSV you can tick Also add these emails to my allowed list during the import, which saves adding them here separately.

How to use the waiting list

The waiting list holds new registrations until you admit them, so you can review who is joining or keep your community at a size you can manage. It is part of the Community Waiting List feature, which is granted separately, so it may not be available on your account.

This section covers the registration setting itself. Your community member cap and the waiting list covers the rest: how the member cap works, how to release people from the list, and how to reword the waiting-list page and the release email.

Choosing a mode

Under Registration mode, Send new registrations to waiting list has three settings:

  • Off. New registrations join the community directly.

  • All registrations. Every new registration is held until you invite them from the community.

  • Over cap. Registrations are held only once your onboarded member cap is reached, instead of being turned away. This setting appears only if your plan also includes a member cap.

When the mode is anything other than Off, a further switch appears: Add to waitlist before registration & onboarding. Turn it on to hold people before they go through onboarding rather than after, so they complete onboarding only once you have accepted them.

The difference is what a new person is asked for. With this switch on, they give only their email address and land straight on your waiting-list page, with no password or profile to fill in until you accept them. With it off, they register and complete onboarding as normal, and are then held on the waiting-list page until you let them in.

You can also hold people you import. The import dialog offers Send to the waiting list, described there as "Holds imported testers on your community's waiting list. They can onboard, but get no access until you invite them from the list."

Your community landing page

Your landing page is what people see at your subdomain before they sign up. It carries your heading and text over a hero image, with two buttons: Create an account and Login. Whichever they pick, we work out from their email address which route applies to them, so the same page serves single sign-on, invite codes, the allowlist, and plain sign-up.

You edit the page under Company Branding, and the one-time welcome message new members see just after they join under Tester Onboarding. Both are covered in Branding and customizing your community, along with your subdomain, logos, colors, and terms.

Single sign-on

Single sign-on routes your people through your own identity provider, and SCIM provisioning can create their community membership automatically. It is an Enterprise feature, so it may not be available on your account.

SSO is set up from Integrations in your company menu, on the Single Sign-On tab, and it is not fully self-serve: you submit your setup details and our team builds the connection on our side before you can enable it. You need a subdomain before you can begin, because the subdomain anchors which email domains are allowed to sign in and becomes your sign-in URL. Single sign-on overview walks through what to have ready and how the setup runs.

Other ways people arrive

Not every member registers. These routes add people to your community as a result of something else you did.

  • The BetaTesting Panel. When you recruit from our panel of 450,000+ participants, testers who join your test also become members of your community.

  • Test invites. When you invite your own testers to a specific test by link or by email, they join your community when they are accepted onto that test.

  • CSV import. See Importing Testers into Your Community for the full field reference and import options.

  • The API. If your plan includes API access, you can add community users directly from your own systems.

Things to know

  • A subdomain is required before any registration method can be switched on.

  • You need full admin access to your company account to change these settings.

  • Invite codes are eight characters long. They never contain the letters I, L, O or U, so there is nothing to confuse with the digits 1 and 0. Codes are not case sensitive when a tester types one in.

  • You can generate and store codes, or build up your allowed list, before you switch the method on. Each panel offers a shortcut button to enable it once you are ready.

  • Invite codes do not expire. A code stays usable until someone redeems it or you revoke it.

  • An SSO connection cannot be switched on until our team has finished provisioning it, and you need a subdomain set before you can submit one at all.

  • Allowed email addresses are matched without regard to capitalization, and duplicates you add twice are skipped rather than repeated.

  • Someone who is already a member of your community and signs in at your subdomain with an allowlisted address is added automatically, without needing a code.

  • The member cap counts only members who finished onboarding. People still working through onboarding do not occupy a slot, so the counter can legitimately read past the cap.

  • If your community is full and the waiting list is off, new registrations are turned away with "Registrations for this community are currently closed."

  • There is no reject action on the waiting list. To turn someone away rather than admit them, remove them from your community with Remove testers.

  • Changes to registration settings, invite codes, and the allowed list are recorded in your company Activity Log.

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