Self Registration or Sign Up

The registration tools are used to build sign up tools which allow users to configure a customized sign up or registration page.  This sign up can allow a user account to be created on the system, or to allow a user and a profile as part of their CRM Contact record to be created.  This tool provides a configurator to configure the use of the tool by the internal users, a settings tool to to adjust the settings by the client and an instance tool which builds out the actual custom instance being used by the end users when they sign up to create their own account.

There are cases when a user must be validated or matched with an existing record when they are created.  Additionally some times data should be looked up and populated on registration.   Information about both of these options can be found on our Registration with Lookup and Validation page.

Registration Elements

Required Elements

User Id

The user ID is supplied by system and is unique for each user.  A separate account id can be provided if the user information needs to be synced with a third party system, like an ERP system.

Display name

The display name is how the user will be seen on the system.  It can be an alias of any kind if they don't want to share their real name.

User Name

This is their login.  It can be the e-mail address.  Or it can optionally be any string longer than 5 characters.  We recommend using the e-mail address for the user name, but allow it to be configured either way.  


The password must be 8 characters and contain at least one special character.


The create date is transparent to the user and handled by the system.

user-class or inherited superuser permission set

This determines what kind of access the user will have in the system.  It can be set so that one registration form can give administrative privileges for a client, while another only user privileges for example.  Those privileges are configurable in the system.

superclient id

 the system that they are registering for, this is transparent in the system.

email address

An e-mail address is required with registration.  The e-mail address provides a way for the user to reset their password.

Optional Elements

SubClientID or SubClientTemplate

The form can be set so that the subclient id is provided and the user does not have to enter a client.  If the form is intended for all users of the same client then a subclientid would be configured in the back end and the users could ignore the client when registering.  If however the users need to enter a client during registration, then the client will be created first and the client id from tne new client just created will be provided.

If a client will be required - meaning that the users registering will be from different companies then the user registration form will require a client registration at the same time.  Client Registration Details gives more information on the client registration.  To have that registration work witht he user registration the client registration template only needs to be added to the user registration.

Either a subclient registration form or a subclient id must be provided so that the new users are assigned a subclient ID on registration.


Every user in the sytem has a locale set.  By default the local is the default locale set for the particular website.  The locales available to the user are the locales configured for the particular website in website configuration.


The timezone also can be set for each user.  The default time zone used is the timezone configured for the website.

Additional Elements

Any additional elements can be included in the registration process.

Redirect on Completion

The redirect on completion field allows the site owner to enter a redirect page of where the user will be taken after they have completed registration.  It can be a confirmation page asking them to confirm their e-mail account, a thank you page, marketing page or any other page.

Email for UserName

using the e-mail address for the user name is preferred, but optional.   If the use e-mail for username is checked then the email address will be their user name.  If it is not checked, then a separate field will be provided for the user to enter their user name and e-mail address.