Online Help | Desktop App

Configuring self-registration

In the Self Service Portal > Self-Registration section, you choose the registration options for new customers of the Self Service Portal (SSP).

Enable self-registration - Closedenables self-registration for SSP customers.

When self-registration is enabled, the Register link appears on the Sign In page of the Self Service Portal.

After clicking the link, the self-registering customer will be prompted to enter the name, desired user name and password, and contact information. Alloy Navigator will use this data to automatically create a web-only SSP Customer account for that customer and the associated Person record.

The customer will immediately receive an e-mail confirming their registration unless you have selected the Self-registered accounts must be authorized by the manager check box (see below).

IMPORTANT: The Self-Registration option is supported if only you employ Standard authentication for SSP users. If you employ Windows authentication, you can use Active Directory Synchronization for creating SSP Customer accounts automatically.

Notify the manager when users self-register - enables sending the Manager Notification message when any customer is registered. Messages are sent to the e-mail address specified in the Manager's e-mail address field below.

Self-registered accounts must be authorized by the manager - Closedprevents the self-registered customers from gaining access to the SSP without authorization.

When authorization is required, you (or another manager responsible for SSP accounts management) will moderate self-registered accounts before SSP customers can use them. When a registration request is accepted, the registered customer will receive the registration confirmation to the specified primary e-mail address.

For details, see Authorizing pending SSP registrations.

Notify the manager when authorization is requested - enables sending the Authorization Request message when a self-registered customer requires authorization. Messages are sent to the e-mail address specified in the Manager's e-mail address field below.

Manager's e-mail address - the e-mail address of a person to whom the Manager Notification and Authorization Request are sent (a Service Desk manager or any other person designated to moderate SSP accounts).

NOTE: In order to be able to authorize pending registrations, this manger must be an Alloy Navigator administrator. For details, see Authorizing pending SSP registrations.

Workflow - specifies how to create Person records for self-registered customers:

Create new Person using Action - the Create Service Action for auto-creating Person records for self-registered customers. To specify a Create Service action, click the ellipsis button and select the Action in the Select Action window.

NOTE: You manage Service Actions for a particular object class in Workflow and Business Logic > [Module] > [Object Class] > Workflow > Actions > Service Actions section. For details, see Configuring Service Actions.

NOTE: When self-registered accounts must be authorized by the manager, Alloy Navigator creates Person records only for approved requests. For details, see Authorizing pending SSP registrations.

Related Information:

Modifying templates for SSP notifications

Types of Alloy Navigator accounts

Authorizing auto-created SSP accounts

Integration with Active Directory