Customer Deal Registration

 A Customer Deal Registration is when a ThreatLocker Partner provides identification information (the domain) of a client/prospect in order to remain the selling entity, barring the client/prospect from going around the partner to buy directly from ThreatLocker. 

 How does it protect ThreatLocker Partners? 

 If the provided client/prospect domain attempts to purchase directly from ThreatLocker, the client/prospect will be directed back to the registered partner for up to six months. 

What is not protected by Customer Deal Registration?

 You are not protected from another organization registering the same client/prospect or selling to that client/prospect. 

For more information, please see the Customer Deal Registration ThreatLocker University Course.

Note: This article contains directions for both the ThreatLocker Portal and the ThreatLocker Legacy Portal. If you are using the Legacy Portal, you can find the appropriate directions by scrolling down in the article. 

How to Register a Client/Prospect's Domain Using the ThreatLocker Portal

  To register one client/prospect's domain, 

1. Navigate to the ThreatLocker Portal Organizations page.
2. Click the settings gear icon next to organization you'd like to register the customer/prospect under.
3. In the 'Update Organization Settings' side-panel, navigate to the Domains section.
4. In the 'Domains' text field, input the domain name and press enter on your keyboard or click out of the text field. (Note: Do not include the @ symbol.)
5. Click 'Update Organization' to save your changes. 

Note: If you attempt to add a domain that already exists, a message will pop up in the portal to let you know the domain has already been registered elsewhere. It will still be added to your organization. 

You will receive a green popup message at the bottom right of your screen to verify your organization has been updated successfully. 

To bulk register multiple client/prospect domains,

1. Navigate to the ThreatLocker Portal Organizations page.
2. Select the hamburger menu icon located to the right of '+New Organization'.
3. Click 'Bulk Import Domains' (Be sure to allow popups)
4. Click Start Import
5. Upload the data from an accepted file type or manually enter the data in the provided columns.
6. Click Continue 

To verify that you have register a client/prospect's domain, 

1. Navigate to the ThreatLocker Portal Organizations page.
2. Click the settings gear icon next to organization you registered the customer/prospect under.
3. In the 'Update Organization Settings' side-panel, navigate to the Domains section.
4. Verify the domain name you inputted is listed. 

How to Register a Client/Prospect's Domain Using the ThreatLocker Legacy Portal

To register one client/prospect's domain, 

1. Navigate to the ThreatLocker Portal Organizations page.
2. Click the edit (pencil) icon next to the appropriate organization.
3. In the pop-up, navigate to the Domains tab.
4. Input Domain Name and click Add
5. Save

To bulk register multiple client/prospect domains

1. Navigate to the ThreatLocker Portal Organizations page.
2. Click Bulk Import Domains (Be sure to allow popups)
3. Click Start Import
4. Upload the data from an accepted file type or manually enter the data in the provided columns.
5. Click Continue

Note: If you attempt to add a domain that already exists, a message will pop up in the portal to let you know the domain is registered elsewhere. It will still be added to your organization.