Migration
How Agencies Get Started
Onboarding runs in a specific order. Getting it right means everyone can hit the ground running.
Critical Reach
Critical Reach configures your agency
We set up your agency account in APBnet™, configure agency-level settings, and designate your IT, User, Program, and Billing Admins. Your admins will receive confirmation when this is complete.
We need email addresses for these contacts at your agency. Email them to support@apbnet.org.
IT Admin
IT Admin completes technical configuration
Your IT Admin gets access first. APBnet™ cannot be made available to your team until the technical foundation is in place.
- Configure allowed account domains (controls which email addresses can create accounts)
- Set up SSO / authentication settings if your agency uses single sign-on
- Add IP addresses and APB platform domains to the allowlist if your agency restricts access by network
- Review and confirm any other technical prerequisites
IT Admins: see the IT Admin getting-started guide for step-by-step instructions.
Program Admin
Program Admin configures features and access
Once IT Admin configuration is complete, your Program Admin sets up the program-level settings that govern how your agency uses APBnet™.
- Customize agency's optional bulletin header
- Configure Training Opportunity point-of-contact recipients
- Set Feature Access controls — which roles can use which features
- Review and confirm agency distribution group settings
Program Admin configuration should be complete before User Admin begins creating accounts, so roles and access are correctly set when users are invited.
User Admin
User Admin creates accounts for your team
Once IT Admin and Program Admin configuration is complete, use the User Admin tab to invite users to the sandbox.
- Review the user list imported from legacy APBnet — suspend obsolete accounts and update any user details that may be stale
- If not using SSO, create an account for each person on your team
- Assign the appropriate role(s) to each account: Creator, Viewer, Program Admin, IT Admin, Billing Admin
- If desired, create a reviewer group and flag specific Creators whose bulletins require approval before sending
- Send invitations — each user receives an email with setup instructions
User setup configures what each person can do in APBnet™.
Each User
Each user completes their own onboarding
Every user receives an invitation email. The onboarding workflow guides them through the steps required before they can use the platform.
- If not using SSO, set a password and verify multi-factor authentication
- Configure notification preferences (which bulletin types, which channels, which frequency)
- Complete a short orientation to their role's key features
Users can update their preferences at any time after onboarding.
After onboarding is complete
The one-time setup is done. Here's what ongoing account management looks like:
User Admin
Managing your team
- For agencies using SSO and SCIM, provisioning and deprovisioning is automatic
- Create accounts for new hires
- Update roles when responsibilities change
- Deactivate accounts when personnel leave
- Resend invitations to users who haven't completed onboarding
IT Admin
Technical configuration
- Update allowed domains when your agency's email structure changes
- If using SSO, ensure client secrets are renewed before expiration
- Adjust device access controls
- Review and update IP allowlist entries
Haven't heard from Critical Reach yet?
If your agency hasn't received onboarding communications from Critical Reach, reach out directly. We can confirm your agency's migration status and timeline.
Email support@apbnet.org.