Register: Difference between revisions
From Customer365 for SageCRM
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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). | ||
Revision as of 09:01, 23 April 2014
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.
*****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).
Once they are in the database a password will be emailed to their address.
If registration fails an email is sent to the user in the setting
<add key="AdminEmailAddress" value="admin@server.com" />
To disable the option to register remove the item from the PortalLogonMenu (see Menu Customisation)
