Registration
Note: Users and Person records
If a customer registers for an online account they will have an online account that is linked to a customer record held within the platform. ‘Users’ of the type customer are the online account details linked to a customer record.
In order to allow public users to register and access CXM to create cases and track/comment on cases, you will need to
enable registration. This enables the creation of User Accounts. Configuration for registration can be accessed from
Settings > User Administration > Registration.
You can choose whether or not to create Person records when a new user registers and which user type, role and group are assigned to the new user. The person record is linked to the user account however they are two separate records that can be unlinked if required at a later date.
Date of birth can also be collected as an optional field.
Enabling the Privacy Policy adds an additional item to the registration form. All users must confirm that they agree to the policy before they can complete their registration.
To enable the Privacy Policy, you must provide the URL for the page where the policy text is displayed. This URL is used to provide a link to the Privacy Policy on the registration page and in the footer on every CXM page for all users.
Once enabled, the Register option will appear on the CXM sign-in screen.