Enable Self-Registration of UsersLast Updated: 12/03/2015 Introduced in Verision: 2.0 |
The Portal has options for allowing a user to self-register. This allows the user to create an account and log in to the system. The administrator enables this feature (it is disabled by default). This will enable self-registration and a Sign Up button will appear on the Portal login screen. That button takes the user to a form that requests account information and requires agreement to terms of use.
The Portal can also be configured to require that a self-registering user confirm their email address before granting the new account access to the system. A self-registered user has limited access to portal functionality, and is a member of the most-restrictive All Users group by default.
To enable self-registration, navigate to System >Settings. From the Folder Data list, select Portal Settings. Under Registration Settings, select the Allow Self Registered Users checkbox.
To force a user to confirm their email address, select the Registered Users Must Confirm checkbox. Access to the Portal will only be granted for those users who successfully confirm their email address when this is selected. An email is sent to the user requesting email confirmation.
By default, the Account Confirmation Email Flow is selected as the flow that generates the email message. To modify the email message, make the changes in this flow, which is found under System > Shared Designer Defaults. Or, create a new flow to handle email confirmation and specify that flow here.
The Show Invite Action setting, when enabled, creates an Invite User option in the Security folder menu and enables an Invite User button. This allows an Administrator to invite a user to register for using the Portal.
To invite a user to register, select the Invite User option.
Complete the User Info screen with the information for the user to invite and select Next.
Select the desired group in which the user will belong and click Next.
Configure the email subject and message as desired, and click Finish. The invited user will receive an email and is required to confirm the account before logging in to the Portal.
Need more help with:
Enable Self-Registration of Users?