Register - Revision history

CrmtogetherPortal at 09:06, 3 May 2018

2018-05-03T09:06:10Z

← Older revision		Revision as of 10:06, 3 May 2018
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	----		----

	If you don't want to allow users to self-register but you want to (and should) use their email address as the logon you can us this SQL trigger on the visitor table to set that when you enable someone		If you don't want to allow users to self-register but you want to (and should) use their email address as the logon you can us this SQL trigger on the visitor table to set that when you enable someone
			**This just advice. Use at your own risk

	CODE Start		CODE Start

CrmtogetherPortal at 09:05, 3 May 2018

2018-05-03T09:05:43Z

← Older revision		Revision as of 10:05, 3 May 2018
Line 32:		Line 32:

	If you don't want to allow users to self-register but you want to (and should) use their email address as the logon you can us this SQL trigger on the visitor table to set that when you enable someone		If you don't want to allow users to self-register but you want to (and should) use their email address as the logon you can us this SQL trigger on the visitor table to set that when you enable someone

			CODE Start

	create trigger [dbo].[UpdateLogonId]		create trigger [dbo].[UpdateLogonId]
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	ALTER TABLE [dbo].[Visitor] ENABLE TRIGGER [UpdateLogonId]		ALTER TABLE [dbo].[Visitor] ENABLE TRIGGER [UpdateLogonId]
	GO		GO

			CODE End

CrmtogetherPortal at 09:04, 3 May 2018

2018-05-03T09:04:43Z

← Older revision		Revision as of 10:04, 3 May 2018
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	To disable the option to register remove the item from the PortalLogonMenu (see Menu Customisation)		To disable the option to register remove the item from the PortalLogonMenu (see Menu Customisation)


			----

			If you don't want to allow users to self-register but you want to (and should) use their email address as the logon you can us this SQL trigger on the visitor table to set that when you enable someone

			create trigger [dbo].[UpdateLogonId]
			on [dbo].[Visitor]
			after insert, update
			as
			begin
			set nocount on;
			declare @visiId int
			DECLARE @Email VARCHAR(50)
			select @visiId = INSERTED.Visi_VisitorId
			from inserted
			select @Email = INSERTED.Visi_EmailAddress
			from inserted
			update Visitor
			SET Visi_LogonId = @Email
			WHERE Visi_VisitorId = @visiId
			END
			GO
			ALTER TABLE [dbo].[Visitor] ENABLE TRIGGER [UpdateLogonId]
			GO

Igors at 14:29, 8 August 2016

2016-08-08T14:29:51Z

← Older revision		Revision as of 15:29, 8 August 2016
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	If their email address is not in the database the system checks the domain part of the email and if it finds a match will create a new person in the CRM database (this can be disabled via a system setting).		If their email address is not in the database the system checks the domain part of the email and if it finds a match will create a new person in the CRM database (this can be disabled via a system setting).

	Registration settings		Registration settings:
	RegisterDisablePage - Set to Y to stop the page being accessed (useful if you have the menu turned off you can also stop anyone accessing the functionality using the direct url)		RegisterDisablePage - Set to Y to stop the page being accessed (useful if you have the menu turned off you can also stop anyone accessing the functionality using the direct url)
	RegisterAllowCreatePerson - set to Y to enable -Allows people not in the database to register once their email domain matches a company in the system		RegisterAllowCreatePerson - set to Y to enable -Allows people not in the database to register once their email domain matches a company in the system

Igors at 14:29, 8 August 2016

2016-08-08T14:29:27Z

← Older revision		Revision as of 15:29, 8 August 2016
Line 6:		Line 6:

	If their email address is not in the database the system checks the domain part of the email and if it finds a match will create a new person in the CRM database (this can be disabled via a system setting).		If their email address is not in the database the system checks the domain part of the email and if it finds a match will create a new person in the CRM database (this can be disabled via a system setting).

			Registration settings
			RegisterDisablePage - Set to Y to stop the page being accessed (useful if you have the menu turned off you can also stop anyone accessing the functionality using the direct url)
			RegisterAllowCreatePerson - set to Y to enable -Allows people not in the database to register once their email domain matches a company in the system
			RegisterEmailAdminOnRegister - set to Y for an email to be sent to the AdminEmailAddress when a user registers
			RegisterAllowCreateIndividual - set to Y to allow a person register and get created as a person

			<add key="RegisterDisablePage" value="N"/>
			<add key="RegisterAllowCreatePerson" value="N"/>
			<add key="RegisterEmailAdminOnRegister" value="Y"/>
			<add key="RegisterAllowCreateIndividual" value="N"/>

	Once they are in the database a password will be emailed to their address.		Once they are in the database a password will be emailed to their address.

Igors at 14:24, 8 August 2016

2016-08-08T14:24:26Z

← Older revision		Revision as of 15:24, 8 August 2016
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	Once they are in the database a password will be emailed to their address.		Once they are in the database a password will be emailed to their address.

	[[File:~~registration~~.png]]		[[File:registration1.png]]

	If registration fails an email is sent to the user in the setting		If registration fails an email is sent to the user in the setting

CrmtogetherPortal at 09:01, 23 April 2014

2014-04-23T09:01:48Z

← Older revision		Revision as of 10:01, 23 April 2014
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	With this option turned on portal users can try register to use the portal.		With this option turned on portal users can try register to use the portal.

	If the persons email address exists in the CRM database then they are enabled for self-service.		If the persons email address exists in the CRM database then they are enabled for self-service.

			'''***There must be a person record - company emails are not checked and only person self-service is supported***'''

	If their email address is not in the database the system checks the domain part of the email and if it finds a match will create a new person in the CRM database (this can be disabled via a system setting).		If their email address is not in the database the system checks the domain part of the email and if it finds a match will create a new person in the CRM database (this can be disabled via a system setting).

CrmtogetherPortal at 12:44, 17 April 2014

2014-04-17T12:44:19Z

← Older revision		Revision as of 13:44, 17 April 2014
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	If the persons email address exists in the CRM database then they are enabled for self-service.		If the persons email address exists in the CRM database then they are enabled for self-service.

	If their email address is not in the database the system checks the domain part of the email and if it finds a match will create a new person in the CRM database.		If their email address is not in the database the system checks the domain part of the email and if it finds a match will create a new person in the CRM database (this can be disabled via a system setting).

	Once they are in the database a password will be emailed to their address.		Once they are in the database a password will be emailed to their address.

CrmtogetherPortal at 14:14, 15 April 2014

2014-04-15T14:14:24Z

← Older revision		Revision as of 15:14, 15 April 2014
Line 3:		Line 3:
	If the persons email address exists in the CRM database then they are enabled for self-service.		If the persons email address exists in the CRM database then they are enabled for self-service.

	If ~~there~~ email address is not in the database the system checks the domain part of the email and if it finds a match will create a new person in the CRM database.		If their email address is not in the database the system checks the domain part of the email and if it finds a match will create a new person in the CRM database.

	Once they are in the database a password will be emailed to their address.		Once they are in the database a password will be emailed to their address.

	[[File:~~register~~.png]]		[[File:registration.png]]

	If registration fails an email is sent to the user in the setting		If registration fails an email is sent to the user in the setting

CrmtogetherPortal at 08:43, 7 March 2013

2013-03-07T08:43:51Z

← Older revision		Revision as of 09:43, 7 March 2013
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	<add key="AdminEmailAddress" value="admin@server.com" />		<add key="AdminEmailAddress" value="admin@server.com" />

	To disable the option to register remove the item from the ~~PortalMenu~~		To disable the option to register remove the item from the PortalLogonMenu (see Menu Customisation)