Enable Self-Registration of Users
Last Updated: 06/28/2018
Introduced in Version: 2.0
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 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.
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.
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.
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.
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