Setting up Automatic or Manual Registration

You can set up the Self-Registration feature so that new external user accounts are created automatically or manually created by an existing user.

The following guidelines apply to these settings:

• Select Automatic Registration to create user accounts with External User access to your system with no interaction on the part of an existing user. When external users register via the Self-Registration form, a record is automatically created in the Contacts table and an external user account.

• Select Manual Registration to require an existing user to create user accounts for those who self-register. When external users register via the Self-Registration form, a record is automatically created in the Contacts table and submits a primary item into the project selected from the Project for Registration Requests drop-down list. The owner for those items should be an existing user who can create new user accounts. This can either be an administrator who has privileges to add users to the system or an end-user who has been granted the "Assign Contact External Access" privilege. This privilege enables the existing user to select the "Grant Login" option from the Actions drop-down list from the Contacts record. This setting enables the existing user to create the new account. The new user is added to the group selected from the Group for New External Users drop-down list.
  If you select Manual Registration, a project must be selected from the Project for Registration Requests drop-down list. This list is populated with projects based on workflows that contain a Single-Relational Contact field. The project selected determines where the registration requests are submitted under manual mode.

  Note: For the project that is submitted into for manual mode, fields that require a value must have a default for the submission to work correctly.