Custom Self Registration Process

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Custom Self Registration Process

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What are the steps to configure a customized registration process?

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[b]Customize Self-Registration Process: [/b]
[b]1. Build a flow to handle the self registration process.[/b]

• At minimum this flow should contain a form to input account information and a Create Account step to register the user
  [img]att1[/img]

  Few things worth noting:

• To have more control over Account setup/ configuration use the Create Account step under Internal Services.

• On the Create Account step you’ll need to configure the following necessary fields: authentication type, account type, email address, can use portal, is active, and is confirmed
  [b]
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  [b]2. Get the URL the flow [/b]

  • Go to the view integration details and copy the flow URL
    [img]att2[/img]

  • To allow anonymous users to run this flow, simply append "&sessionid= [NAMED SESSION VALUE]" or "&Guest=true" to Flow URL

[b]3. Enable self-registration in Portal Settings. [/b]
+ In folder tree, navigate to System > Settings > Portal Settings ------> search Registration

• Custom Self Registration URL: Enter the appended Flow URL
  [img]att3[/img]
  [b]
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  [b] [/b][b]4. Go to Login Page[/b]

• Now on login screen you will see a ‘REGISTER’ button that will kick off the registration process
  [img]att4[/img]
  [i]edited by cameron@decisions.com on 5/1/2020[/i]