Approving external user self-registration |
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If the "Require the approval of the self-registration of external users" option is checked in the Authentication (CM008) menu of the SE Configuration component, the registrations performed through the External user portal login screen must go through approval.
To approve the registration of an external user, access the File
Through the CS column, it is possible to identify whether the external user has confirmed their registration through the e-mail sent when it is performed. If the confirmation has not been performed, it is possible to resend the e-mail to the user through the Resend confirmation e-mail button.
If the user has already confirmed the e-mail, the status in the AS column will be displayed as "Pending approval". In this case, select it in the list of records and perform the desired operation:
Approving external user self-registration1.Click on the 2.On the data screen that will be opened, check if the data is correct or perform the necessary adjustments. See a detailed description of the displayed fields in the Adding an external user section. 3.If adjustments are performed, save the record. 4.Once done, click on the
Rejecting external user self-registration1.Click on the 2.At this point, the external user data screen will be opened. Click on the
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