Enable Self-Registration of Users
  • Updated on 05 Mar 2019
  • 1 minute to read
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Enable Self-Registration of Users

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OVERVIEW

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-restrictiveAll Users group by default.

EXAMPLE

To enable self-registration, navigate to System>Settings and from the Folder Data list, select Portal Settings . Under Registration Settings , select the Allow Self Registered Users
checkbox. Require the user to provide and confirm a valid email address by selecting the Registered Users Must Confirm checkbox.

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By default, an Account Confirmation Email generates an email message. To modify the email message, navigate to the Account Confirmation Flow, found under System>Shared Designer Defaults. As another option create a new flow to handle email confirmation and specify that flow here.

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The Show Invite Action setting, when enabled, creates an Invite User option when you navigate to Security>Accounts folder menu. In the blue action panel across the top the Invite User button allows an Administrator to invite a user to register for using the Portal.

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To invite a user to register, select the Invite User option.
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Complete the User Info screen with the information for the user to invite and select Next .
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Select the desired group in which the user will belong and click Next .

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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.

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