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Self-Registration

Updated over a week ago

This article explains how self-registration works and highlights the key features that help you give users quick, secure access to your training platform. You can use self-registration when you need an automated, user-friendly way for people outside your core HR data feed to create their own accounts.

What is Self-Registration?

Self-registration allows users to create their own accounts through a secure, branded registration link. This is especially useful when you need to extend access to groups who are not managed in your HR system, such as third parties, contractors, suppliers or NEDs.

Using self-registration ensures that you avoid manual data entry while giving users a smooth onboarding experience.

When to Use Self-Registration

Self-registration is ideal when:

  • You have groups of users who are not part of your HR system or automated data feed

  • You want to avoid manually creating accounts

  • You need to provide access to external users such as suppliers, contractors or NEDs

Key Features

Unique Registration Link

Users can register through a branded link that matches your organisation's identity. This ensures a familiar and trustworthy experience for anyone joining the platform.

Capturing User Details

The standard registration form collects essential details needed to create an account:

  • First name

  • Last name

  • Email address

Depending on your requirements, you can capture additional fields such as job title or entity. These fields can be optional or mandatory.

User Data and Grouping

You can include preset fields so users can place themselves into the correct domain, training group or sector. This enables automatic assignment of training based on the values they select.

Terms and Conditions

You can require users to accept specific terms and conditions during registration. These can link to an existing webpage or policy so that users review the content before completing the process.

Security and Verification

You can secure the registration process by enabling an access code. Users must provide this code along with the registration link to create their account.

Once registered, users receive a verification email containing a link that allows them to verify their account and set their password. This link expires automatically for added security.

FAQs

Can I add custom fields to the registration form?

Yes. You can add additional fields and make them mandatory or optional. Using predefined lists of values helps minimise errors and ensures consistent reporting.

What happens if a user does not accept the terms and conditions?

Users cannot complete their registration until the terms and conditions have been accepted.

How do I secure access with an access code?

You can enable access codes in your portal settings. Anyone who has the registration link will also need the correct access code before they can create their account.

What happens if the verification link expires?

Users can request a new verification link by selecting the expired link, or they can contact [email protected] for assistance.

What if a user enters the wrong email or details?

If incorrect information is submitted, the user should contact their administrator or [email protected] to correct their details.

Conclusion

Self-registration gives you a simple, secure and flexible way to onboard users who sit outside your regular data feed. By customising fields, applying access controls and automating verification, you can ensure a smooth and reliable sign-up process.

If you need any help, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].


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