Respond to Self Registration Requests

Percipio offers the option for users to create their own account through the self registration process. You can configure how self registration works including whether site admins need to approve self registration requests.

If your site has self registration turned on and requires site admins to approve or deny the self registration requests, designated site admins received notification when a request is pending.

Note: If you limit the number of site admin(s) who receive self registration request notifications, you are also limiting who will see the Self Registration Approvals tab from the User Management page in Percipio. Only site admins who are set to receive notifications are able to approve pending requests.

To approve a self registration request

  1. From the left navigation bar, select Users > User Management. The User Management page displays.
  2. Switch to the Self registration tab.
  3. Locate the user from the list.
  4. In the Actions column, select the More Action menu actions menu icon, gray elipse then select either Approve.
  5. The user is immediately approved and is added to any audiences based on the user attributes they specified. The user also receives a welcome email.

To edit a request before approving it

  1. From the left navigation bar, select Users > User Management. The User Management page displays.
  2. Switch to the Self registration tab.
  3. Locate the user from the list.
  4. In the Actions column, select the More Action menu actions menu icon, gray elipse then select either Approve.
  5.  Select Edit to modify any user data before approving it. When you edit the user data you can update any user field or attribute before approving the request.
  6. Make any modifications, then select Approve.
  7.  The user is immediately approved and is added to any audiences based on the user attributes they specified. The user also receives a welcome email.

To deny a self registration request

  1. From the left navigation bar, select Users > User Management The User Management page displays.
  2. Switch to the Self registration tab.
  3. Locate the user from the list.
  4. In the Actions column, select the More Action menu actions menu icon, gray elipse then select Deny.
  5. The user receives an email indicating their request was denied and prevents them from accessing Percipio.