Customer Portal - self registration/provisioning

[Martyn Houghton]

I am trying to locate the documentation on the wiki for how the customer portal self registration process works, in particular if we enable the two options for 'Allow contacts to register themselves on this portal' and 'Set this to trueif you require any registrations to be user authorized before allow registered guest to log on'.

We currently manually create customer portal accounts on request and obviously  validate each request, so trying to ascertain how the fact that a new account is created and needs authorisation is managed.

Cheers

Martyn

[Victor]

@Martyn Houghton - don't think there is much documentation on this (might be wrong tho)... I'll ask internally and will get back to you

[Martyn Houghton]

@Victor

Where you able to ascertain how this works or if there is any documentation?

Cheers

Martyn

[Martyn Houghton]

@Victor

Any progress on determining how this works.

Cheers

Martyn

[Martyn Houghton]

@Victor

Should I re-raise this as a support incident, as we need to know what auto registration/provisioning options are open to us for the next service desk we are working on migrating into our instance?

Cheers

Martyn

[Victor]

@Martyn Houghton - I have chased this again internally...

[Martyn Houghton]

@Victor Thanks

[Stephen.whittle]

Any joy on this? This is something we would like to utilise. 

[Martyn Houghton]

@Victor

If we can get an update, even if it is to confirm that they have not been implemented, so at least we know where we stand.

Thanks.

Martyn

[HHH]

following

[Victor]

@Martyn Houghton @Stephen.whittle @HHH

There isn't any current documentation for this functionality. I will have to run some tests and see how it works then document this. Please bear with me.

[Martyn Houghton]

@Victor

Thanks for the update. Hopefully it will clarify what is currently implemented.

Cheers

Martyn

[Martyn Houghton]

@Victor

Can you move this post to the new "CRM & External Customer Service & Support" forum area? if this is not possible let me know and I will re-post it.

Is there any progress on what is currently implemented behind this settings?

Cheers

Martyn