Introduction

In this detailed summary, we explore the user registration settings within a platform that allows customization and control over how users sign up and access workspaces.

This guide covers various use cases, including enabling public registration, disabling registration for private access, and building custom sign-up pages using partner APIs.

The goal is to provide a clear understanding of how to manage user onboarding effectively, whether for open access or private, controlled environments.

Managing User Registration

The platform offers flexible user registration options that can be tailored to different business needs. These settings influence how users can create accounts, access workspaces, and how administrators can control the registration process.

Key Features and Use Cases

Practical Scenarios and Solutions

1. Public Registration Enabled

• Use Case: Open access for users to register freely.

• Implementation:

  • Keep the "Enable User Registration" setting turned on.

  • Users can visit the login page and sign up directly.

  • Upon registration, the platform automatically creates a workspace and populates the relevant pages.

• Outcome: Seamless onboarding for a broad user base.

2. Private or Controlled Registration

• Use Case: Restrict registration to prevent public sign-ups.

• Implementation:

  • Disable "User Registration".

  • The sign-up link disappears from the login page.

  • Users must contact the administrator to get an account created manually.

• Outcome: Better control over who accesses the workspace, ideal for sensitive or private projects.

3. Building Custom Sign-up Pages

• Use Case: Desire for a more detailed registration process, such as capturing additional user information or integrating with marketing funnels.

• Implementation:

  • Turn off the default registration page.

  • Use the Partner API's "Create Workspace" endpoint to build a custom landing page with a form.

  • When users submit the form, call the API to create the workspace and send welcome emails.

  • Optionally, disable email verification for faster access.

• Outcome: Fully customized onboarding experience aligned with branding and sales strategies.

Technical Workflow for Custom Sign-up

1. Disable Default Sign-up Page

   • Turn off registration in platform settings.

2. Create a Custom Landing Page

   • Design a form capturing necessary user details.

3. Integrate with Partner API

   • Use the Create Workspace endpoint to automate account creation.

4. Send Welcome Email

   • Automate communication to guide users into their new workspace.

5. Optional: Disable Email Verification

   • For faster onboarding, skip email verification if security policies permit.

Training Resources and Support

• The platform provides training videos to assist in building custom solutions.

• YouTube Playlist: "Partner Sales Funnels Automation"

  • Lesson 3 & 4: Cover creating free trial accounts via form submission and chatbot integration.

• These resources guide users through:

  • Building landing pages.

  • Automating workspace creation.

  • Managing user onboarding workflows.

Summary of Settings and Their Impact

Final Thoughts

Managing user registration effectively is crucial for aligning platform access with business goals.

Whether enabling open registration, restricting access, or building custom onboarding flows, the platform offers versatile tools to meet diverse needs.

By leveraging these settings, organizations can control user flow, enhance security, and create engaging onboarding experiences.