Customer Registration (Request Account)

Whether or not your Customer Portal is locked down, partially or completely visible, you have the option to allow customers to Register, or Request an Account.

This is what the Registration or Request An Account screen looks like on the Login screen.This is what the Registration or Request An Account screen looks like on the Login screen.

This is what the Registration or Request An Account screen looks like on the Login screen.

Register or Request

You can allow customers to register for immediate access (limited to the pricing and rules of a specific Customer Group), or allow them to submit a Request for an Account. This is controlled by the settings in Web Settings > Customer Settings > Customer Registration

You can specify a Default Customer Group Assignment for new Registration/Requests, and specify if the Registration Requires Approval before they can login.

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Account Request Emails

Registration Requests has 4 emails that can be triggered including a notice to administrators of a new request, and notification of pending/accepted or denied access. These emails will be configured in Module 6: Emails & PDFs.

Customizing the Registration Form

The Registration Form by default will have the following fields:

  • Company
  • First Name
  • Last Name
  • Email Address
  • Telephone
  • Street Address
  • City
  • State
  • Zip
  • Country
  • Password

Requiring Address

In Web Settings > Customer Settings > Customer Registration you can enable or disable Require Address during Registration.

Changing Required Fields

You can make fields like Company, First Name, Telephone etc... required or not in Customers > Attributes

Adding Fields

You can add any field to the registration form such as Tax ID Number, Upload for Reseller Certificates, or even simple questions using Customer Attributes. Learn more about Customer Attributes Here.