In contrast to standard user registration* process, this feature can be toggled-on to allow a user to define which facility (hospital) or market (geographic region) they should belong to.
This streamlines the existing process that requires an owner to first approve, and second assign a user (to market+customer).
đ Note: approval of user registrations and publishing approval of content, are not handled by the same controls or customisation. This document details the approval of user registrations and for more information on the publishing approval of content see 2.7 publishing workflow
Activation:
A logged in owner can navigate to general settings, and under the âgeneralâ tab find the enable toggle (auto-approve for registration). After toggle is enabled the following features become available. These settings alter both the appearance of the registration form but also the auto-assignment of the users (core functionality).
- Select Customer
- Label (Appears above the dropdown on the registration form)
- Display Name (optional settings for display name)
- Custom Fields for user (to appear on registration form)
Select Customer:
After clicking the select button you will be able to see a list of already defined markets and customers. Checkbox the names that you wish a user to be able to auto-assign themselves too.
Label:
The account selector label input field allows an owner to input text that is then displayed on the registration form. Suggested input here is text that guides the user to understand the feature, but also engage for example âClick to select your hospitalâ or similar.
Display Name:
For security or privacy reasons, it might be pertinent to not display accurate customer information on the front-end form, this option gives the owner the opportunity to have a display name that is different to the actual account name within the platform.
Custom Fields:
Custom fields are optional but useful fields that can be added to users (but also markets customers and groups). To set up a custom field* an owner must navigate to any user profile, and under the details tab click the âedit custom fieldsâ button.
Once a custom field has been defined on a user, it is then global for all users and can be selected to display on the front-end registration page.
Suggested custom fields could be:
- Role (Nurse / Doctor / Technician)
- Language (English / German / Spanish)
This data can be then used to filter users registered in Rekonnect and help create a better organisation.