Enterprise – Registration Form Approval

Hello and welcome to eLeaP. In this quick tutorial, we want to look at the registration forms as well as the temporary users section of the system.

For registration forms, click on this. What the registration forms system is, is a way for you to capture registration information for new users. Essentially, users can go to your form, register for an account, and you will be able to, utilizing the temporary users area, approve those users. There’s a lot more to it and we’ll discuss that in a second.

So I have several accounts here as an example. If you wanted to add a new account for registration, just go over here and select the company and basically add it to the system. If you click on the little download option or drop down option, you’ll be able to add the company to this section. Alright, so this is the company that I just added.

A couple of things to note about the registration system. You are able to utilize custom fields. So if you are not sure what custom fields are, we do have a video on that. But these are fields that are created in your account to expand the different types of profile options that you want. So for example, in this company here I have role as a custom field. I have client as a custom field. And so of course they can certainly utilize that.

The other areas that you can customize are the title. So if you notice right over here on the form, this is the title. And so of course you can customize that in the registration form area. You can also customize the description. So again, if I go over to the form, this is the description and it is customized from over here. And then last but not least, is the white list area.

So what this basically does is it allows you to input domains that we will use as a check to make sure that we only allow registrations from those domains. So if your email that you use to register does not include for example @e-leapsoftware.com or@telania.com, you’ll not be able to register. So this is the piece from the company’s perspective, the enterprise account holder’s perspective. Let’s take a look at the registration itself from end users perspective.

So again, as I mentioned, this is the form and I’ll go here. And so first what I’m going to do is I’m going to use a test account to register just so that I can show you what happens when I use a test account to register. So I will click over this and click register. And I should not be able to register, see that if I change this to e-leap software and attempt the registration again, oh boy.

Now I do have to verify because I tried to trick the system. And that’s the problem. When I try to trick the system, I have to essentially verify that I am an actual person. Now, we do this to prevent spam registrations, which you would obviously not want to have in your account. Alright? And for some reason it does not let me continue my registration until I complete this step. Alright, I’m hoping that this is enough. Oh wow, okay. This is a bit annoying, but it is a process. Okay, now let’s try it again. And now I’ve finished my registration.

So I go back over here and what would happen is the registration would then be sitting in your temporary users area where you can go and approve it. This is going to be a quick little video on how to approve users in the temporary area. Click on the temporary users area and you’ll see the users there.

You simply check the box, you can check multiple boxes or users. And once you hit approve, it is at this point that the system would actually then send that particular user an email to let ’em know that they have access to this account. And if you want to confirm, you can just go right over here and I’m going to go to the quantum user account here and go to users. And right there you see Sam Adams created with the information that was in the form.

As usual, if you have any questions about this or any of the features in the system, please do not hesitate to contact us.