Enterprise – Registration Form Approval

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Hello and welcome to eLeaP. In this tutorial, we’ll explore how to manage registration forms and the temporary users section. Let’s start with registration forms. This feature lets you capture essential registration information for new users, allowing them to fill out a form to register for an account. You’ll then be able to manage these entries in the temporary users area to approve them. Here, I have several accounts as examples. To add a new account for registration, simply select the company and add it to the system.

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You can customize many elements of the registration process. Custom fields, for instance, allow you to expand the types of profile options available. Here, in this company example, I have ‘role’ and ‘client’ as custom fields, which users can fill during registration. You can customize both the title and the description of the form. For instance, here’s the title on the form, and here’s where you can customize it in the system.

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Another critical feature is the whitelist area, which allows you to specify which email domains are permitted to register. If an email used to register isn’t from a whitelisted domain, like ‘@eleapsoftware.com’ or ‘@leonard.com’, the registration will be blocked. This helps maintain control over who can register.

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Now, let’s look at this from a user’s perspective. Here’s the registration form, and I’ll attempt to register using a test account. If the domain isn’t whitelisted, as expected, the registration won’t proceed. Let’s correct that and try again with a valid domain. Post-registration, users are typically required to verify their information to prevent spam, a common safeguard.

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Once the registration is completed, it appears in your temporary users area, where you can review and approve new users. To approve, simply select the users and confirm the approval. Approved users will then receive an email confirming their access. You can verify the successful registration by checking the ‘Users’ section in your account, where new users, like Sam Adams here, appear with the details they provided.

As usual, if you have any questions about managing registration forms, temporary users, or any other system features, please do not hesitate to contact us.