Manage customer registration requests
Users with the customer administrator role can approve or reject registration requests that customers submit from the Customer Service Portal.
Related topics
Approve a registration request with a valid registration code
Approve a registration request with a valid registration code
Approve a registration request from a user that was submitted from the Customer Service Portal with a valid registration code.
Before you begin
Role required: sn_customerservice.customer_admin
Procedure
Navigate to the customer portal.
Click Approvals.
The Approvals list displays registration requests with these states: Requested and No Longer Required.
Click a request in the Approvals list with a state of Requested.
If desired, add any Comments to this request.
Click Approve.
A user account is created and an email is sent to the contact’s email address with a user ID and temporary password. The user is also assigned these roles: sn_esm_user and snc_external.
Related topics
Manage customer registration requests
Approve a registration request with an invalid registration code
Approve a registration request from a user that was submitted from the Customer Service Portal with an invalid registration code.
Before you begin
Role required: sn_customerservice.customer_admin
Procedure
Navigate to All > Customer Service > Administration > Pending Contact Registrations.
Select a registration request with a state of Pending.
Select an Account for the requester.
Click Update.
The registration request is sent to the customer administrator of the assigned account.
Related topics
Approve a registration request with a valid registration code
Reject a registration request
Reject a registration request from a user that was submitted from the Customer Service Portal.
Before you begin
Role required: sn_customerservice.customer_admin
Procedure
Navigate to the customer portal.
Click My Approvals.
Click a request in the Approvals list with a state of Requested.
Click Reject.
An email regarding the rejection is sent to the requestor’s email address.
Related topics
Approve a registration request with a valid registration code