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POPin IT Checklist
POPin IT Checklist

Use this article to trouble-shoot POPin access issues (e.g., delivery of system-generated emails or access to screens & historical data).

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Written by POPin
Updated over a week ago

It's important to ensure that your IT environment is set up properly so users of POPin have a great experience. While we cover some basics in our Configure your POPin enterprise account on-boarding article and outline how session permissions impact access in our How do participant access settings work article: This IT Checklist is a helpful tool when system/network IT resources need to trouble-shoot POPin access issues.

Part One: Your Set Up Steps

✅ Step 1: Do your employees have multiple company email addresses? 

If your organization uses email aliases, you'll need to pick which format will be provided to POPin for session creation, management, and access. POPin users will need to consistently use that designated email address to sign in and access their POPin history (e.g., POPins ran and joined).

✅ Step 2: Have you safe-listed ALL domains below (preferred) in your proxies, firewalls, and corporate mail systems?

  • All subdomains of popinnow.com (*.popinnow.com)

  • popinnow.com

  • popin.it

If you cannot safelist by these domains, please contact us using the Help chat button in the bottom-right hand part of your screen.

✅ Step 3: Do you use Microsoft Exchange or Office 365?  

  • You can safelist the domains listed above using mail flow -> rules

  • You'll also want to Bypass Clutter and Bypass FocusedInbox filtering

  • X-MS-Exchange-Organization-BypassClutter set to true 

  • X-MS-Exchange-Organization-BypassFocusedInbox set to true 

  • You'll want to add both since Office 365 is transitioning from Clutter to Focused Inbox

  • Make sure to NOT check the box "Stop processing more rules" for each

✅ Step 4: Do you use Google Suite (Gsuite)?

You may want to safelist the domains listed above by using best practices documented in Google Workspace Admin Help. If you are unable to safelist all subdomains, please contact us using the Help chat button in the bottom-right hand part of your screen.

✅ Step 5: Do you use Mimecast for email security/spam filtering?  

To ensure POPin email reaches intended recipients, create a new Permitted Sender policy and add our domains above.  Please call your Mimecast support contact to verify your configuration.

✅ Step 6. Do you use BlackBerry Secure Mobility (formerly Good Dynamics), MobileIron, or any other mobile security services?  

If so, please add the POPin app to the approved application list.

✅ Step 7. Does your company have any Microsoft Edge settings that require sites to be set up as “Trusted” in order to enable all of the site’s functionality?  

  • If you do, make sure *.popinnow.com  is Trusted.

  • You might need to have your IT Administrator enable access to our website across the organization.  The recommended method is to use what's called “Group Policy Preferences” in Windows 2008+. 

  • Enter “User Configuration | Preferences | Windows Settings | Registry” in Windows Domain Controller (DC) and add the registry key as shown here:

This is a more flexible method that your IT Administrator can consider, which would still allow the end-user to update their trusted sites list as they want.

✅ Step 8. Do you use Proofpoint and/or URL Defense for email/link filtering?  

If so, please safelist the domains listed above by using the guidance in their documentation; it's important that those domains are excluded from being re-written.

✅ Step 9. Do you use Cisco Email Security for email/link filtering?  

If so, please safelist the domains listed above by using the guidance in their documentation.

Part Two: Your Testing Steps

✅ Step 1: Send test POPin invites and/or a share link to a few employees working on your network to:

  • Verify email delivery to the Inbox. 

  • Verify links gets them access to POPin.

Email tests can be initiated from the Enterprise Dashboard Settings screen to test the first bullet. If you want to launch a test POPin session but need a little more info on how that works, check out our How do I invite others to participate in my POPin article.

✅ Step 2: Verify video playback in your corporate default browser configuration by playing these two videos in your two most common browsers:  

If you're wondering: This test is important because session Creators can attach videos to their POPins.

Use the live Help chat to contact our Client Success Team if you'd like additional support on any of these topics.

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