Prerequisites

• SoftExpert Configuration as part of the solutions acquired by the organization.
• "Require the approval of the self-registration of external users" option checked in the Authentication (CM008) menu.
• Access to the File > External user (AD060) menu.

Introduction

If the "Require the approval of the self-registration of external users" option is checked in the Authentication (CM008) menu of SoftExpert Configuration, the records created through the External user portal login screen must be subjected to approval.

See below how to approve these records:

Approving external user self-registration

1. Access the File > External user (AD060) menu.

2. On the screen that will open, select the registration pending approval and click on the button. 

3. Then, in the general data of the record, check if the information is correct. If necessary, make adjustments and click on the Save button.

4. Lastly, click on the button to approve, or on the button to reject. If the registration is approved, a welcome e-mail will be sent to the user with the link for them to access the external user portal. 

Conclusion

Thus, the external user self-registration has gone through approval.