Customer registration

When enabled, new company contacts can register through the sign-in area.

Overview

This page explains how to use Customer registration and describes its main effects. Test changes in a test environment first whenever they may affect existing tickets, permissions, notifications, or automations.

Typical workflow

1. Open the registration form. Perform the function in the designated form and immediately verify the result in the corresponding overview or on the affected ticket.

2. Enter personal, company, and contact details. Perform the function in the designated form and immediately verify the result in the corresponding overview or on the affected ticket.

3. Use the confirmation link sent by email. Perform the function in the designated form and immediately verify the result in the corresponding overview or on the affected ticket.

4. Set a password. Open the existing record, change only the required fields, and check dependent assignments before saving.

5. Recognize an invalid or expired registration. Perform the function in the designated form and immediately verify the result in the corresponding overview or on the affected ticket.

Notes

• Visible menu items and actions depend on the signed-in agent’s group and program permissions.

• Deactivated entries are often retained for existing tickets and reports, but are no longer available for new assignments.

• After making changes, test at least one realistic use case with a user in the affected role.