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How Do I Allow Users to Self Register for an Account?

This feature allows System Administrators to allow users to self-register for the system as a Locally Managed User. You can choose which FileHold group these users can belong to by default which will give them automatic access to all Library objects that that group has access to. Typically this feature is enabled for the following reasons:


  • The system is being deployed for the general public and you want user registration to be self serve.
  • The system is being used by a small organization that does not plan to use Active Directory to manage the users and wants to provide access while limiting administrator burden to create user accounts.
  • The system will occasionally be accessed by casual users who may only logon a few times per year. On-demand access can be provided for these users who may spontaneously decide to access the system.
  • Some organizations create a Group with no access permissions that the self registered users are placed in and ask the user to email the administrator when the registration is complete. The administrator then assigns the user a more appropriate membership.

Here following are step-by-step instructions for setting up user self registration

  1. Go to the self registration setup form by clicking on the System Admin > Users and Group Management > User Self Registration menu option. The user self registration settings form will appear.



  2. Check the Allow User self registration option. Select a default FileHold group that the user should be placed in after they have registered. Click the Update button to save your changes. User Self registration setup is complete.

  3. A Register button is now visible on the logon page of the web client ONLY. Clicking on the Register button will present the add user account page. Users must complete all required fields before they are added as users. Once complete and the user clicks OK they will be automatically logged onto the FileHold library with rights as assiged by .



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