Adxstudio Portals Training Registration & Invitations

Flexible Membership Model Open Sign-Up, Invite-Only, or anything in-between

External Portal Users No inherit correlation between Portal Users and CRM Users Portal Users are tracked in the CRM as Contacts Contacts are Invited via Invitations, which are redeemed via the Portal Authentication, Authorization also tracked against the contact record

Contact Configuration Contact contains a Portal Contact form, which contains attributes that extend the contact as a portal user Found on the Web Authentication Tab “Login Enabled” – determines if the contact is a portal user or just a business contact

Profile Page Users manage their user accounts through the Security navigation From this screen users can edit their Contact information, related account (if enabled), view their past transactions and more

Registration Configurable sign-up Sign-Up Modes: Registration Methods: Open Email Confirmation Invitation-Only (uses invitation) Registration Methods: Simple Entity/Web Form (uses Invitation, Workflow, Entity/Web Form) There are many registration scenarios available OOB. There are configurable with Site Settings

Registration Site Settings Authentication/Registration/Enabled Authentication/Registration/OpenRegistrationEnabled Authentication/Registration/InvitationEnabled Authentication/Registration/RememberMeEnabled Registration Workflows Send Email Confirmation to Contact Send Invitation Send Sms Confirmation to Contact

Change/Confirm Email/Mobile When an Email or Mobile Phone is first entered into the portal, either at initial sign-up, or later via a users’ Profile page, it will be in an “unconfirmed” state To confirm the email or phone, the user will need to activate the email via a confirmation email, or the phone via security code

Used for Email Confirmation Invitations Redeeming an invitation code allows a registering visitor to be associated to an existing contact record that was prepared in advance specifically for that visitor You can also always invite existing contacts in the CRM to be users of the portal by creating invitation for them and Running the Send Invite Workflow Can Invite Multiple contacts at once via one invite – this is a bulk invite Invite Redemptions are tracked in the CRM The “Send Invitation” dialog process is used in the CRM to create a new invitation for a contact Used for Email Confirmation Except for Open Sign up, an Invitation record is always used to track the process of signing up for the Portal