How Self Registration Works
Self-Registration enables users to create their own accounts. It is not available on all sites and can only be activated by a Site Administrator. Once enabled, Users will be able to create their own User Accounts directly from the site login screen.
Click on the 'Would you like to Register?' link at the bottom of the login screen enter your details in the self-registration form. This will ask you to set your Username, Email, First and Last Name, Company and Password. You may also be asked to enter an Code – if you do not have one, contact your System Administrator. Note that Access Codes will only be available for a defined period of time.
Once you have updated your profile, you will receive an email with a link. Click on the link to validate your email, and to access the site.
Enabling Self Registration
To enable Self-Registration, select Settings from the COGS Menu and then select the Site Settings folder in the left pane menu, and select ‘Show Registration’.
Show Registration: Tick this box to enable Self Registration on the site
Team Membership: Select the default Team that all new self-registered users will be added to
Permission Sets: Selecting these will determine the tasks that the new User will be able to action
Registration Code Enabled: Tick this box to enable use of registration codes
Registration Code: Add one or more code that can be used for users to self-register with. Note, if a date is set, the code will automatically expire on the date selected
We suggest selecting Minimal to enable users to create, update, archive and copy Records. It will also enable running of Report exports and saving Personal filters.