Self Registration

This is the same process for both Softools and Softools Legacy for any site with Self Registration enabled

When self registration is enabled on a site, the option appear on the login page of the site in a tab

 - Registration Code Requirement can be toggled on and off in the Settings within the site. If it is turned on, it is a mandatory field when self registering and the code entered must match one of the codes set up.

Email Address*: Each account will need a unique email account assigned to their account. This will be used to send a verification email for the account and will also be used to send any emails generated by the platform including notifications of exports or email workflow alerts sent out when Records require attention.

Username*: The Username must be unique as this will be used to log in to the site. It must contain only lowercase letters and numbers, starting with a letter and also be at least three characters long. Once set the username cannot be changed.

First Name* & Last Name*: The first and last name on the account will be used when the Account appears in Person selection Fields and will also be used to personalise the experience for the user. Each name must be a minimum of two characters.

Company: This is not a mandatory field and can be used to help admin separate and sort users faster and more efficiently when going through the user list. This is cap sensitive when sorting to will put Softools and softools separately

Registration Code: if there is a need for a registration code then this must be entered to sign up, this is a case sensitive code and must be exact.

Verification: Once you have self registered you will be sent to the site and be send an email with a link to verify your account. The email will come from no-reply@softools.net