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Introduction/Purpose

Users will be signed up using the registration form from the front end. On signing up, the registered user list can be viewed in the registration requests module. Admin will be able to complete the setup of the user and even can inactive the users. On setting up the users, the account will be visible in the user accounts and users will be able login in the system. The “Registration Requests” module has been designed to efficiently manage and record all the registration requests that have been submitted for the new company’s registration by various customers. Admin have the ability to set up the user profile against new registration requests.

Dependencies

1. System Performance: System should respond properly to retrieve registration request details from DB and save the user profile set up data to the DB. 
2. Company Classification: The accurate data depends on all the company classifications defined in the system.
3. Payment Methods: The accurate data depends on all the payment methods defined in the system.

Registration Requests List

All the submitted company registration requests will be displayed at the registration requests list screen.

To view the registration request list, there are two ways as mentioned below.

1. Click on the “Registration Requests” from the menu under the “Requests & Approvals” module as shown below.

2. Click on the “Registration Requests” from the site map under the “Requests & Approvals” module as shown below.

Registration Request Details

To view the details of a lt registration request, follow below steps.

Step 1: To open the registration request list screen, follow the steps mentioned in the section “Registration Requests List”.

Step 2: Click on “Name” from the list to view the details, as shown below.

Set Up User Profile Against Request

To set up a user profile against a request, follow below steps.

Step 1: To open the registration request list screen, follow the steps mentioned in the section “Registration Requests List”.

Step 2: Click on a “Set Up User Profile” from the list page or from the registration request details page, as shown below.

From List:

From Registration Request Details page:

Step 3: Set the required details and data of the mandatory field. Click on the “Save” button to save, as shown below.