In a B2C domain, a self-service application allows end users to create and manage their own accounts and settings, saving back-office staff the time-consuming task of manually creating, updating, and administering user profiles and permissions.
On the login page, self-registration can be enabled, allowing users to create accounts without back-office staff support.
Self-registration is available for users belonging to a Customer (Business or Personal) or Partner (Channel and Data Recipient).
For instance:
Householders can register on their own and manage other users (e.g., family members).
Channel Partners can complete the registration by entering the partner code provided by the OEM organization.
Data Recipients can register on their own and wait for the OEM to approve their accounts.
The account types you want to enable in the Self-registration page can be configured in the Console within the User Onboarding page.
How does self-registration work?
From the Login page, by clicking on the Create new account link, the application will ask for an email address to be used to verify the user's identity before continuing the registration process.
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Once the email address has been provided, the account activation email is sent to the user.
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By navigating the registration link, the user will be forwarded to the account registration page, where they must select the type of account being created.
Once the type has been selected, the user must fill in the fields of the form displayed.
Company main information.
User's main information.
Access password.
Other than providing the required information, the user must also accept the Terms of Service and Privacy Policy agreements.
The Create account button is automatically enabled when all the required information is provided, validated, and the mandatory agreements are accepted.
By confirming the form, a new account and user are created according to the selected account type.
Customer (Business or Personal)
When completed, a new Customer is created, and the provided email address and user information are used to create the first user under the customer account.
Depending on the type of customer, different information may be required (e.g., VAT number instead of ID number).
When a user is created, it is automatically associated with a User Type, which defines the set of permissions.
This user will also be the account administrator user for the customer, so be sure that the default user type for customers also has the ACCOUNT_ADMINISTRATOR permission.
Channel Partner
If configured in the User Onboarding page, the partner may need to enter a code provided by the OEM.
The code is generated by the OEM organization when the partner entity is registered (without users). This code is used to attach the new user directly to the right partner entity.
In the alternative, the partner information can be retrieved by using the Partner Provider plugin. In both cases, if the code is invalid, the user self-registration fails.
If the code has not been configured as mandatory, the partner will be able to complete the registration, but will have to wait for the OEM to approve their account.
Until then, they will not be able to access the DPS.
Data Recipient
When completed, a new Partner of type Data Recipient is created, and the provided email address and user information are used to create the first user under the data recipient account.
The data recipient will be able to complete the registration, but will have to wait for the OEM to approve their account.
Until then, they will not be able to access the DPS.
Partner account approval
The partner accounts are subject to an automatic verification made through the provided code or a manual verification done by the OEM.
If a non-approved partner user tries to loging they will get this error message.
By entering the details page of a Channel or Data Recipient partner, the OEM can review the provided information, and if everything is ok, approve the new account.
Pressing the Approve button unlocks the partner's access to the DPS.