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How to set user registration settings

Release Time
05/23/2018
Views
553 times
Category
Service Desk
Tags

This new feature helps you to complete the user registration settings easily from the service desk.

Step [1]: Go to Users --> User Directory → Click "Add New User" Button for adding the new user.

 

Step [2]: "Create New User" dialog box will open default, on that provide Email Address, Full Name as a mandatory field.

 

 

(1) On selecting "Register with Default Settings "

      This option helps the staff to set the user registration by default.

To configure default registration settings :

  • Click 'Admin Panel' -> 'Settings' -> 'Users'
  • Select any one of these  'Register users manually' (or) 'Register with activation email' (or) 'Register with a temporary password' and save the changes.

 

  •  So, once the default settings is saved it will be reflected to the customer while they are creating a new user and by the selection of "Register with default settings" option.

 

 

(2) Disabling "Register with Default Settings"

  • If the staff  disable the "Register with Default Settings" for complete registration of the user on the service desk,

Once disabling this feature the following list will be shown,

  • Register users manually
  • Register with activation email
  • Register with a temporary password.

i) Register with activation email - This option allows the staff to register the user account by sending the activation email. The user needs to respond by confirming their account, then the status will be changed. Initially, the status will be in Locked (Pending Activation) state before customer's confirmationDepending on customers response it will change its status as Active (Registered) User.

 

  • Refer the following screenshots,

  • The staff able to view the status of the user on User Directory,

 

ii) Register users manually - This feature helps the staff to register the user account manually from the service desk. Once after adding the user, the status of the customer will be shown as "Guest". Click the "Register" button available on the top right corner.

 

  • The Register Dialog box will open, choose Authentication sources from the drop-down box and change the status of the user as Send account activation email or Register with a temporary password. Then click "Create Account" Button.

For Example:

To Send account activation email refer "Register with activation email" section,

 

  • Refer the status of the user as below,

 

iii) Register with a temporary password:-

  • If the staff enabled this option, they can set the temporary password for the user account.
  • Similarly, if the staff enabled the Password Change option while creating the user account. The user can easily change the password on their first attempt login.