Register

From Customer365 for SageCRM
Revision as of 16:29, 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).

   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.

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)