RSSPageMaster: User Registration
At A Glance
New users may now request access to the WebApproval or ProjectManager system via the PageMaster user interface. This is available for both new and existing companies and users.
Applies To:
Portal WebApproval, ProjectManager
How It Works
For your customers, it's a simple process - request access, wait for a confirmation email, then log on to your system! Internally, you'll access the Registration Requests list and process new requests.
To make it easy, what follows is a step-by-step guide through the process, both from a potential customer's point of view and your internal process.
1. Customer navigates to your PageMaster URL and clicks "New User? Click Here."
2. Customer fills out the form and clicks "Send." All fields must be filled in.
3. Once your Portal system has received the registration request, the customer gets the acknowledgement box seen at the right. The customer does nothing more until you have accepted or declined the request.
4. To respond to registration requests, you need to access your Portal system via the Classic UI.
Then select Profiles > Registration Requests.
Notes:
- Your Portal system can be configured to notify you when registration requests come in to the system.
- The Classic UI is accessed via your URL, minus the "PageMaster" at the end!
5. From the list, select the checkbox next to the request you'd like to process. Then click either the green check mark or the red X in the tool bar to the left. The check mark means you accept the user request; the X means you decline, and no account is created.
6. When you accept a request, you'll see the following dialog. If the Company name doesn't already exist, Portal will automatically select the "Create User in a New Company" radio button and populate the "Company Name" field using the information supplied by the customer. If the company already exists, and there's an exact match of the Company Name between the customer supplied information and Portal, the "Create User in Existing Company" radio button is selected. You can always override the radio button selection. User information comes from the registration request, and Portal supplies a default Username and temporary Password. Click OK when you've completed your selections.
7. With WebApproval, when you accept a registration request, the Portal system automatically creates the necessary Company and User information in the Apogee Prepress system.
8. Upon your acceptance of a registration request, Portal will email logon credentials to the user. The customer needs to respond within a week.
9. By clicking the link in the email, the customer is taken to your Portal PageMaster URL and is prompted to enter a new password.
10. After logging on, the customer is taken to their User Preferences page. The customer may change or update their basic information. Default preferences are set by the Portal system, and may be overridden.
11. To change any values, click the Edit button at the bottom left of the User Preferences pane.
12. To change the password, click the Change Password button at the lower left of the User Preferences pane.
13. To save any changes, click the Save button at the lower left of the User Preferences pane. If you don't want to save the changes, click the Discard button.
14. The customer's acceptance email also refers to various help topics. Once logged in to Portal PageMaster, all help topics may be accessed from the "?" icon in the lower right corner. Several basic topics are supplied by default
Notes:
You can create additional help files.
Your Portal preferences allow you to add an addtional topic header to the list shown. It acts as a clickable link to the location where you've stored addtional help documents for your customers.
Why Is This Important?
The Portal PageMaster user interface is designed to provide your customers with the most commonly needed features and functions available for upload and approval.
Incorporating easy-to-use user registration extends these features and automates the process for you, especially for WebApproval.
