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Question

How are you provisioning external users in Docebo?

  • June 27, 2025
  • 2 replies
  • 38 views

IanMonk
Helper III
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My organization delivers training to employees, customers, partners, and prospects. We provision employees through our HRIS system, but we lack a formal integration for our external users, which leads to manual and cumbersome workflows. I'm curious to know how folks in the community are provisioning in customers, partners, and prospects. I have some ideas, but I'm interested to learn what is common and best practice among the experts here. 

2 replies

KMallette
Hero II
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  • Hero II
  • June 27, 2025

@IanMonk Mostly I’ve used self-registration. The bulk of our users were ‘external’ for whom training was their first requirement before working with us, so the site was configured to use self-registration. For those who were ‘internal’ we didn’t connect to the HRIS as we didn’t do any compliance training, but rather just OJT. So we used batch uploads and APIs depending on how much external IT help we got :-) .


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  • June 28, 2025

We currently use the Docebo Salesforce integration app to sync our external users from Salesforce to Docebo. This also syncs enrollments from Docebo to Salesforce. This would be the primary recommendation, although it comes at an additional cost through Docebo.

If Salesforce isn’t used or is not an option in your org, you could consider:
-Self registration as ​@KMallette mentioned.
-Self registration using branch codes for an additional layer of “security” meaning, only someone with a unique branch code can self-register. Branch codes need to be unique in Docebo. Therefore you can setup each new customer branch ahead of time, give it a unique code of your choosing, share that with the customer or new prospect. They then will be required to enter that code during self-registration, provided that you have enabled those settings. There are several options.
 


-Automation leveraging Docebo APIs or Docebo Automation to provision users, perhaps from a FTP site that the external client uploads user lists to...or other ways.

-Using available SSO clients to log into Docebo (GMAIL, LinkedIn, Facebook and others). I haven’t used these methods myself but they are available.