Publisher

Self Registration

Feature Overview

The self-registration feature enables users to create their own accounts without requiring administrator intervention, provided the domain already exists within the platform. This enhances user convenience and reduces administrative workload.
The self-registration process functions in two distinct ways, depending on whether the organisation and its associated domain are already present within the platform.
New Domain Registration Process
If the domain is new to the system (i.e., a non-registered domain), an approval process is initiated. An email is sent to a designated client-specified address for review. Once approved, the administrator manually adds the user and organisation, configuring the necessary domain and permissions. This ensures that new organisations are properly vetted before being added to the system.
Self-Registration for Existing Domains
For organisations already registered in Publisher, the self-registration process is streamlined. Users complete a simple form and then receive an email prompting them to finalise their registration and set up their password. This allows for quicker access to the system. User access and permissions are determined by their organisation's existing configuration. Users self-registering with a domain linked to an existing organisation automatically inherit the permissions associated with that organisation.
User Journeys
In Publisher, users can access three types of content:
  1. Public Content:
     Accessible to all visitors without the need for login. This category typically includes general information, marketing materials, and open-access resources.
  2. Teaser Content:
     Provides a preview or limited version of restricted content to non-logged-in users. Examples include article summaries, video clips, and partial reports. This content is designed to encourage registration.
  3. Restricted Content:
     Available only to logged-in users with the appropriate permissions. This often comprises premium content, detailed reports, and exclusive resources.
User Journey for Non-Logged-In Users for Self-Registration Process:
  • Non-logged-in users can freely access public content and view teaser content.
  • Attempting to access restricted content prompts non-logged-in users to start the self-registration process.
  • The self-registration process allows users to create an account for full content access.
This structured approach promotes user engagement and registration by offering value to casual visitors through public and teaser content. Clients who enable the self-registration feature often use teaser content to encourage users to sign up for access to restricted information. Teaser content includes limited, preview-style material that gives potential users a glimpse of the full content available after registration. By strategically using teaser content during the self-registration process, visitors are stimulated to create an account, as they see the value of full access without receiving all the details upfront. This approach effectively encourages more users to complete the self-registration process by enticing them with the promise of full content access once their account is set up.
The user experience with self-registration varies based on the type of content and the user's status. There are three distinct scenarios:
  1. Existing Users:
     Users who already have an account.
  2. New Users from Registered Organisations
     Users from organisations that are already registered in the system and are completing the self-registration process.
  3. Users from Unregistered Organisations:
     Users from organisations not yet registered in the system.
  4. Direct from the Self-Registered Link:
     Alternatively, if the user clicks directly on the self-registered link (instead of from the content), the user journey is slightly different. The user will be directed to update their individual preferences page first.
Each user type encounters a different journey when interacting with the public, teaser, and restricted content through the self-registration process.
Implement Self-Registration for Individual Organisations
To configure settings for your organisation, enable the "
Auto Login
" feature by selecting the checkbox next to it.
Once selected, this option will automatically create a user for the organisation. These users will be listed under
System Admin
 >
Users, Organisations & Groups
 >
Auto Login Users
. You can then share an organisation-specific link with the organisation via email.
Implementation of Self-Registration for All Organisations
To create a generic self-registration account, use the default Self Registration Account that is already in the system. This organisation is named "self-registration account" and can be associated with a user, for example, selfregistration@selfregistration.com.
Navigate to
System Admin
 >
Users, Organisations & Groups
 >
Organisation
 >
Details
. Here, add the domains that should be included in the "existing/registered domains" list, which do not require automatic approval by administrators.
50
You can then find the users under
System Admin
 >
Users, Organisations & Groups
 >
Autologin Users
. The self-registration link will also be visible here.
You can incorporate the Self Registration link from autologin users into your Login Page. This process requires assistance from Professional Services. To proceed, please contact your account manager, who will arrange the necessary support to add this feature to your system.

Customising User Messages and Emails for Registered and Non-Registered Domains

Registered Domain
User Message:
A user message is an editable message that can be modified using the language pack allowing you to tailor the message to fit your organisation's tone and style and is displayed to users from registered domains when they complete the self-registration process.
Steps to Edit:
  • Go to
    System Admin
     >
    System Settings
     >
    Languages
    .
  • Select the language pack you wish to modify.
  • Append the following value in the "
    Customisation resource bundle
    ":
    • user.selfregistration.message.userAccountCreatedReceiveEmail = <New text you want to add>
User Email:
This email is sent to users from registered domains upon successful self-registration. Customising this email requires assistance from Professional Services. Contact your account manager to implement the desired changes.
Non-Registered Domain
User Message:
This message is editable and customisable through the language pack.
Steps to Edit:
  • Go to
    System Admin
     >
    System Settings
     >
    Languages
    .
  • Select the language pack you wish to modify.
  • Append the following value in the "
    Customisation resource bundle
    ":
    • user.selfregistration.message.userAccountCreatedReceiveEmail = < New text you want to add>
Self-Registration User Email:
This email is sent to users from non-registered domains upon attempting to self-register.
While the email address for receiving self-registration emails for non-registered domains is customisable, we recommend using a generic address and maintaining consistency with the designated address to avoid potential delivery issues.

Redirection to Preferences After Registration

The below process outlines the registration process for users accessing content through two methods: Teaser Content and Self-Registration Link.
  1. Registration from Teaser Content:
    • When you register through teaser content, you will receive an email with a link to complete the registration process.
    • Click on the link in the email to proceed to the password setup page, provided their domain is whitelisted for self-registration.
    • Enter and confirm your password to complete the setup.
    • After setting up your password, users will be redirected to the teaser content.
  2. Self-Registration Link:
    • When you register through a self-registration URL, you will receive an email with a link to complete the registration process.
    • Click on the link in the email to proceed to the password setup page. (again, contingent on their domain being whitelisted).
    • Once the password setup is complete, users are redirected to their preferences setup page.

This article applies to:

  • Product: HighQ
  • Sub Product: HighQ Publisher
  • Subject: Clients