The User Account Request component in your Springboard lets your website visitors create their own user accounts. You can assign the user to a specific portal automatically, or you can require approval before the username is active. Add multiple account request forms and tailor the settings to a specific company, and automatically add user accounts to the company's User Group, to access their customer portal. Tailor another form to a general User Group to access an informational "Welcome" portal, until you assign the user to their own personalized one.
Setting up a User Account Request Form (4 min)
To configure an account request form on your website, follow these steps in your Springboard:
Your website may already include a page that is not appearing in the navigation. Look in the Portal section of your website structure for a page titled Create An Account. Click the title and modify the content described here in Step 1, or follow the instructions to add a new page and the content as you go. Then continue with Step 2 to link to the page.
1. Add the Account Request component to a (new) page.
Add a page for the account request form to reside on.
- Click Website Management and Manage Content.
- Click Add Page.
- Give it a Title, such as Create an Account.
- Choose No to Display this page in the site navigation? You'll be able to link to it from other areas of your site.
- Click Save & Close.
- Next, click the page title and Add Content.
- Click the Content Type menu and under the Portals & Users heading, select User Account Request. Click Save & Close.
Next, configure the user account request settings.
- Login Page: Select the page to direct the user to, so they can log in after they submit the request. If you do not want them to log in directly after, then do not select one and no link will display in the on screen Request Form Response message.
- Form Response: Personalize the response message that displays on screen after the request form is submitted, to let your website visitor know what will happen next, or what to do next.
- Email Subject and Message: Update the email message that is sent to you, to notify you that a user account request has been made.
- Submit Button Text: Update the text on this send button (ex: Create Account or Request Account).
- Default User Group: Select a user group that the new account will be assigned to by default. This is especially useful if this account request form will be used by a specific company. Add a group that has access to the company's portal, and select the group from this menu. If you do not want the user automatically assigned to a group, leave set to None.
- Request Email Recipient: Update the email address that should receive account request notifications. If left blank, it will be sent to the site's default email address.
- Do new user accounts require administrative approval?
- Choose Yes to require approval and the user's login credentials will not work until you approve the account request. Instructions for approving requests are outlined below.
- Choose No to activate the credentials right away and create the account. Be sure you've selected a Default User Group. Otherwise, when the user logs in, a message will display that the user account is valid, but they do not have access to any portals.
- Select Profile Fields to be Displayed: This list includes all of the fields of the user profile. Move items to the Selected side to have them display on the account request form. Move items to the Selectable side to remove them from the form. See also: Managing the Website User Profile Form.
- Click Save & Close.
2. Promote the Account Request page
Link to the Account request page from other areas of your site. One way to do this is to add a link on your current login page. Follow these steps:
- Click Manage Content and go to the Portal Login page.
- Click the gear icon next to the Portal Login Form content and Edit Portal Login Form Settings.
- User Account Request Page Link Label: Update this text link if desired
- User Account Request Page: Select your new page with the Account Request content on it.
- Click Save & Close.
The login page of your website now displays a link near the username field for your visitor to click to go to the request an account form.
3. Approve or Deny account requests and assign users to portals
When your website visitor requests an account, you'll receive an email notification that contains the username that was requested. The user account is added to your Website Users list in the My Website > Website Users section of your Springboard. Locate the new user account and click on it.
Tip: To search for the username, type into the keywords box and click Search.
If you've opted to require administrative approval, the user account will have a Status of Pending. Update the Status to Active or Declined. Update the Assigned Groups if needed. If you're not using groups, click Save & Finish and then go to the Portals section to add the user directly to a portal. Upon saving the status update, an email is sent to the email address the user provided, that their account is now active (or declined).
Tip: To add the user directly to a portal (not to a group): Click My Website > Portals and click the gear icon for the portal this user should have access to. Click Manage Users & Groups, and Add the user to the portal. Click Close.
Add Groups and Assign Users and Portals (VIDEO)