Self Registration is a feature which allows your end users to create their own ProblemTracker user account. This is useful in environments where there is a large number of end users and it is not known which of those end users will need a user account.

When activating this feature, the ProblemTracker Administrator selects the default license type to be applied to all new user accounts created by this feature. Users can self-register provided that there are sufficient licenses available to create the new user accounts. When the license limit is reached, users will be prompted that they cannot self-register and should contact their ProblemTracker Administrator.

To self register, a user browses to the ProblemTracker Login Page and clicks on the Self-Register link. The user will be required to provide some information to create a user account. After the user account has been created, the user is directed back to the Login Page to enter the username and password of their new account. This new account is added to the User Administration section.

Enabling Self Registration

The following steps are required to enable the Self Registration feature:

• Enable the Self Registration feature in the General Preferences section
  1. Login to the workgroup as Admin
  2. Click on the Admin icon
  3. Click on the General Preferences button
  4. Set the option Enable Self Registration to "Yes"
  5. Click OK to save the change

• Set Options for Self Registered Accounts
  You can make selections for the license type, user type, and user group of self-registered user accounts as well as provide instructions for end users, customize the background, and add custom HTML to be displayed at the top and bottom of the Self Registration form filled out by your end users.

  To set the options related to the Self Registration form:

  1. Login to the workgroup as Admin
  2. Click on the Admin icon
  3. Click on the User Administration button
  4. Click on the Self Registration button
  5. Make selections for the options available:
     • When selecting a User License Type, you must have the corresponding license key entered into the License Manager. In addition, you should ensure that you have not reached the maximum number of user accounts allowed for the license type selected as this will prevent users from being able to self-register. For a current snapshot of the total user accounts configured in your installation, please use the List Users operation in the Workgroup Management System. Definitions of the license types are available in User Administration section.
     • "Internal" or "External" can be selected as the User Type. An External user cannot be assigned to any record (these users are not listed in the "Assigned To" pulldown for selection during the workflow process). If "Restricted" has been selected as the License Type above, you must select "External" as the User Type.
     • Select a User Group to which the self registered user accounts will be added as members.

       If you selected Static or Floating as the User License Type:

       • You can select a Standard or Restricted user group for this field
       • If you select a user group other than "Users" for this field, the self registered accounts will also be added to the Users group by default

       If you selected Restricted as the User License Type:

       • You can only select a Restricted user group for this field
       • If you select a user group other than "RestrictedUsers" for this field, the self registered accounts will also be added to the RestrictedUsers group by default.

     • To set the Background Color, enter the HTML color code for the desired background color. This field must be of the format #XXXXXX.
     • Enter information into the Page Instructions field to guide the end users about how to use the Self Registration form. The following text is entered by default:

       "Note: Enter user details and click Register to access the workgroup.
       UserId, Password, Last Name or First Name and Email are required fields."

     • To enter your own Custom HTML to Top of Page or the Bottom of Page, enter any HTML source you would like to appear in the corresponding section. Note that all file references must be fully qualified, relative paths will not work.

  6. Click OK to save your selections

• Self Registration by End Users
  To self-register, an end user should use the steps listed in the Self Registration section of the User Help Guide.

• Administer Self-Registered Accounts
  After a user has self-registered, the new account will be displayed in the User Administration section.