Account and User Management
This release offers the following new enhancements for managing accounts and users.
| • | Allowing Additional Users on Self-Registered Accounts |
| • | Control Over Editing Account ID and Account Name in the End-User Portal |
| • | Control Over Creating Customer and Partner Accounts in the End-User Portal |
Allowing Additional Users on Self-Registered Accounts
At initial login, End-User Portal users have been able to self-register themselves and the organization to which they belong as long as they have an entitlement or activation ID. This dual registration of the organization and the user is performed from the Register for Account page, available through the Register option on the End-User Portal login screen. However, in previous releases, a user could not self-register with an existing self-registered account.
In this release, a user can now self-register with an existing self-registered account at initial login. A new option, Register for existing Account, has been added to the Register for Account page to allow this type of registration. The user is automatically added to the self-registered account identified by the entitlement or activation ID.
Additionally, to control the availability of this new option on the Register for Account page, a system administration option, Enable Self-Registration for an existing Account, has been added to the System > Configure > End-User Portal Setup page.
Control Over Editing Account ID and Account Name in the End-User Portal
The End-User Portal allows users to edit their account ID and account name. However, for some sites, this capability is not desirable. To address this situation, a new system administration option has been added in the Producer Portal to enable or disable the end users’ ability to update the account ID and name. The option, Prevent editing of Account ID and Account Name, is available in the Manage Accounts & Users section of the End-User Portal Setup configuration page in System > Configure. This option is disabled by default to maintain the behavior of previous releases.
Control Over Creating Customer and Partner Accounts in the End-User Portal
The End-User Portal allows users to create customer or partner accounts. Some sites prefer not having end users create accounts. However, they still want these users to assign account users and perform other account management tasks. Disabling the end-user permission to manage accounts prevents users from creating accounts but also prevents them from performing other account management tasks. To address this issue, a new system administration option has been added in the Producer Portal that enables or disables the end users’ specific permission to create customer and partner accounts in the End-User Portal. The option, Hide Create an Account, is available in the Manage Accounts & Users section of the End-User Portal Setup configuration page in System > Configure. This option is disabled by default to maintain the behavior of the previous releases.