About Self Registration

Modified on Fri, 15 May at 9:16 AM

The Self Registration feature allows new users to add themselves to your platform. They can be automatically added or you can set up a registration approval process.

For more information on how to configure self-registration in your platform, please review the Self-Registration configuration article.

Self-Registration Steps

1Click Register	The user comes to the site and clicks on *Register*.
2Complete the form	A new page loads where the user inputs their information. The registration form can include basic requirements like first name, last name, and email: Or also include: Contact Name: Who at your company a user works with — useful when external users are self-registering. Purpose: Why a user needs access. You can set up a drop-down selection for this — for example, to list various departments within your organisation. You can then use this information to set up custom rules to auto-assign users into various groups. See the Custom Registration Rules article for more information.
3Confirmation page	Once completed, the page reloads to advise the user of their new self-registration.
4Email verification	The user receives an email alert where they can verify their request.
5Account verified	Once they click the link from the email, they will be verified in the system.
6Welcome email	The user will receive a Welcome email (if they use IntelligenceBank login credentials) containing a link to set their password and access the site.

Self-Registration Approval Process (if configured)

Note: The approval notification is sent to nominated approver(s) after the user has verified their email address (Step 5 above). If the user does not verify their email first, the approval workflow is not triggered. If multiple approvers are nominated, all will receive the notification — but only one response is required to grant or deny the request.

1Approver notification	The nominated approver(s) receive an email alert. They can click the link to log into the platform and review the pending registration request.
2View Pending Users	Select View Pending Users from the email alert. This takes you to Admin > Users > Pending Users, where you can see all users currently awaiting approval.
3Approve or Decline	Select Approve to grant the user access to the platform. A Welcome email will be sent to the user so they can set their password (note: the Welcome email is only sent for users enabled with IntelligenceBank login credentials). Select Decline to deny access and reject the self-registration request. Note that users are not notified when their request is declined.

User Management: At any time you can manage self-registered users in your Admin > Users panel.