Configure the self-registration process

Supplier users can be allowed to handle their own registration in the portal.

1. In the Worklist, select Configuration > Portal settings.
2. To open the configuration page for the self-registration process, select the Self-registration settings entry.
3. Typically, users must validate themselves against known invoice data in the system, namely invoice reference, amount, and date. To configure additional required data or allow a validation based on purchase order data, complete the steps as described in Configure the self-registration method.
4. When a self-registration attempt fails, the registration is put into a workflow to an administrative user, who is then responsible for manually determining whether the user should be approved to use the portal or not. To select a different workflow trigger or add an additional administrator approval, complete the steps as described in Set up the approval workflow.
5. The self-registration process uses email notifications to inform administrators and users about the status of the process and the actions that need to be carried out. Select the email templates that you want to use for the different notification emails. For a detailed description of the available templates, see Self-registration parameters.