How to enable and manage self-registration for users

Self-registration is a process that allows users to create their own accounts without needing an administrator to set them up manually. Instead of having an admin create and send login credentials, users enter their own information (such as a username, email address, and password) directly into the registration form. 

TABLE OF CONTENTS

Types of self-registration

How to enable self-registration

A step-by-step guide (video)

A step-by-step guide (video)

Step 1: Set up self-registration.

Step 2: Share the link with your users.

Step 3: Approve registrations (for moderated self-registration only.)

Step 4: Inform users their accounts are active (for username based users only.)

How to disable self-registration

FAQ

1. Will I get an email notification about new users I need to approve?

2. How do I know that there are pending requests?

3. How do username/no email users know their registration was approved?

4. How do email based users know their registration was approved?

5. What issues might users face during registration?

6. How do I decline a self-registration account request?

7. I accidentally approved a registration, what should I do?

8. Can the self-registration link be modified to include the company name?

9. Can I approve or decline multiple registrations at once?

Types of self-registration

• Unmoderated

  When users follow the provided link, their registrations are automatically added to the system and become active immediately, with no additional action required from the administrator.
  

• Moderated
  When users follow the provided link, their registrations are added to the system with a "pending" status. It is then the admin’s responsibility to approve or delete the user. The account only becomes active after admin approval.
  
  

  We recommend using Moderated self-registration as it is more secure.

  
  

How to enable self-registration

A step-by-step guide (video)

A step-by-step guide (video)

Step 1: Set up self-registration.

1. Go to your Admin Atlas page.
2. Click Users from the left-side menu to open the Users page.
3. Click the three-dot button {…} on the right to show the menu and select Configure Self Registration.
4. Choose Unmoderated or Moderated self registration.
5. Copy the provided link. 

Step 2: Share the link with your users.

Depending on the sign-in method, here are short message templates to accompany the self-registration link in your communications:

Username/ no email:
To create an iHasco account and access your training, please follow this link: <insert link>.
1. In the field "Do you have a work or personal email address?" toggle NO.
2. Create a username using the format firstname.lastname (e.g., Sam.Smith) and set a password.
3. Save your credentials for future use.
Once your account is created, please allow a few days for an Admin to approve your registration. We will follow up and let you know once your account is active. 

Email:
To create an iHasco account and access your training, please follow this link: <insert link>.
1. Register using your email address.
2. After creating your account, please allow a few days for Admin approval.
Once your registration is approved, you will receive a welcome email with a login link and will be able to proceed with your training.

Step 3: Approve registrations (for moderated self-registration only.)

1. Click Users from the left-side menu to open the Users page.
2. Click Filters in the top right corner.
3. Find User Status field and click on the drop-down menu, choose Pending users - you will get a list of self-registered users waiting for approval.
4. In the column titled action, click the three-dot button {…} to show the menu and select Approve.

Step 4: Inform users their accounts are active (for username based users only.)

Since the system doesn’t store contact information for username-based users, it is the admin’s responsibility to share the access link with these users and inform them when their accounts are active. 

Here is a short message template we suggest you send out:

Your account has been approved and is now active. Please access your training at https://www.atlas-hub.co.uk/ and log in using the credentials you created.

How to disable self-registration

1. Go to your Admin Atlas page.
2. Click Users from the left-side menu to open the Users page.
3. Click the three-dot button {…} on the right to show the menu and select Configure Self Registration.
4. Choose Off option.

NB: If at a later point you decide to enable self-registration again, the link will change. Keep in mind that you might need to update your communications.

FAQ

1. Will I get an email notification about new users I need to approve?

No, there are no email notifications set up for admins. To view new requests, filter users by the "Pending Users" status to see all new registrations.

2. How do I know that there are pending requests?

You’ll need to check regularly by filtering users by the "Pending Users" status to view all new registrations.

3. How do username/no email users know their registration was approved?

• Non-moderated route: Their accounts are active immediately upon registration. However, it’s the administrator’s responsibility to provide the access link (https://www.atlas-hub.co.uk/).

• Moderated route: Once the administrator approves the account, they need to inform the user that their account is active and share the access link (https://www.atlas-hub.co.uk/).

4. How do email based users know their registration was approved?

• Non-moderated route: Their accounts are active immediately upon registration, they will get an automatic welcome email that contains the access link (https://www.atlas-hub.co.uk/).

• Moderated route: Once the administrator approves the accounts, they become active immediately and users will get an automatic welcome email that contains the access link (https://www.atlas-hub.co.uk/).

5. What issues might users face during registration?

Users may encounter an error stating, “Account not created, please contact your administrator.” This typically happens when username/no email users choose a username already in use. Suggest they try a variation, such as adding numbers to their preferred username (e.g., Sam.Smith22.)

6. How do I decline a self-registration account request?

Accounts can't be declined but can be deleted.

1. Click Users from the left-side menu to open the Users page.
2. Click Filters in the top right corner.
3. Find User Status field and click on the drop-down menu, choose Pending users - you will get a list of self-registered users waiting for approval.
4. In the column titled action, click the three-dot button {…} to show the menu and select View/Edit User Details.
5. Click Delete in the top right corner.

7. I accidentally approved a registration, what should I do?

You can delete the account. Refer to this guide for assistance, How to delete a user.

8. Can the self-registration link be modified to include the company name?

Unfortunately, not at the moment.

9. Can I approve or decline multiple registrations at once?

Currently, this feature is not available.