Register

From Customer365 for SageCRM
Revision as of 14:24, 8 August 2016 by Igors (talk | contribs)

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)