ClientSite: Now clients can create their own logins
Background
While we continue to support automating user add and update via our user sync tool that runs as a scheduled task on your server, we now support self-registration or the ability for you to configure UniversitySite to allow people who do not have an account in UniversitySite to create their own. This is particularly useful for ClientSite setups for UniversitySite where you have purchased a UniversitySite site that you then use to provide content to clients, but can be enabled for any UniversitySite website as well.
You can choose to always show a Create Account button on your login page so that people who don't have a login can use it to create their own account and/or you can generate a link that can be expired or revoked and specify the number of times that link can be used to create a login so that you can share that link via email with specific people to use.
Let's take a look at how this is configured.
How to configure self-registration for your site
First, if you want to configure your site for self-registration you need to contact support since we have to enable this in your site so that you can then control it.
Once we enable this feature you will find Self Registration Settings under the Users section in Global Settings
A typical configuration for a ClientSite UniversitySite setup would look like this
If you are going to use this feature you have to enable Allow Self Registration.
When you want the Create account button to always be visible on your login page then enable Enable Public Registration
If you want to be more selective about who gets to create their own account rather than making the button appear for everyone then you can do the following.
Even though you have the Create Account button present (public), you can allow only people from domains you add to our Domain Allowlist to create their own accounts. If you want to do that then enable Require whitelisted email domain for public registration. Then be sure to add comma-separated domains to the Domain Allowlist e.g. firm1.com, firm2.com
If you want to be even MORE selective about who gets the ability to create their own account then disable the Enable Public Registration switch and generate a hyperlink you can use to send to people you choose who will then be able to create their own account.
Generating Registration links
When you want to provide either a temporary or permanent link that you can send to people so they can create their own account but not make the Create Account button publicly visible you can generate a new registration link using the green button.
The only required field is Purpose. Please make a note indicating perhaps who this was shared with.
You can toggle Expires to set an expiration date for your link AND you can limit the number of times the link can be used to create an account.
Once you generate this new link, to use it you need to click the drop-down arrow on the Edit button and choose Copy Link. You can also Show users or Revoke this link from here.
Later, if desired you can manually revoke the link so that it is no longer valid and cannot be used even though it was sent out.
Revoked links appear in the Expired Registration Links section
If you change your mind you can still find any revoked links and reverse this choice by toggling Revoke back OFF.
When a learner creates their own account whether by the public Create Account button or via generated link they will be presented the following screen to fill in the information required. All of these fields are required.
You will then be asked to check your inbox for an email to confirm your account email address and login.
When you confirm your account you will now be logged in.
Note: In the future, if you get logged out you can use your password to log in again, or if you forgot that, use your email address to send yourself a login link.
Managing User accounts created via this new self-registration feature
Any accounts that users create can be seen and managed from the self registration global settings page.
Anyone who has used the Create Account button will be shown in the Public Registrations section.
To manage this user account click the Show User button next to their email address and from here you can either impersonate or Delete or Disable their account.
