1. Adxstudio Portals Training
Registration & Invitations

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

3. 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

4. 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

5. 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

6. Registration Configurable sign-up Sign-Up Modes: Registration Methods:
Open
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

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

8. Change/Confirm Email/Mobile
When an 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 or phone, the user will need to activate the via a confirmation , or the phone via security code

9. 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 Confirmation
Except for Open Sign up, an Invitation record is always used to track the process of signing up for the Portal