Create registration codes¶

To create registration codes:

1. Go to the Admin app.
2. Click Registration codes under User Settings in the left navigation.
3. Click Create registration code.
4. Complete the registration code information. Note, the registration code is the Display Name.
5. Click Create.
6. On the Edit Registration Code Permissions page, select the roles to assign users when the code is used.
7. Click Update.

 

Set default codes¶

The DAM uses the default or SAML default registration code if new users don't specify one. If there's not at least one role assigned to the default registration codes, new account requests tied to the codes will not display in the Pending Registration Requests queue on the Admin dashboard.
 

Announce the DAM¶

After it's been created, you can send users an email to introduce the DAM and provide the registration code for them to use to access the site. Here's some sample text you could use and modify: 

SUBJECT: Introducing <name of your site>

Dear <user name>,

Our organization is launching a digital asset management system to make it quick and easy to search for, download, and share the company files you need.

You have been given access to the site, and can access it at <URL to the site>. The first time you access the site, you’ll need to create an account by following these steps:
 

1. Click the Create Account button.
2. Complete the registration form by entering the registration code provided, along with all other required fields.
   1. Use this registration code: <Indicate registration code here>
3. Click Submit.

To log into the site, enter the email address and password you indicated on the registration form on the login page. Use this sentence and delete the previous sentence if you are not using auto approvals: Your request will be sent to a queue monitored by DAM admins. Once approved, you'll receive an email and will be able to log in.

Contact <insert your contact information> with any questions.
 

 

Edit registration codes¶

Edit registration codes to update the roles users will be assigned to when they enter the code or to update the expiration settings. To edit registration codes:

1. Go to the Admin app.
2. Click Registration codes under User Settings in the left navigation.
3. Click Edit.
4. Update the name, description, or expiration settings.
5. Click Update or Update and Edit Permissions to edit the roles.
6. Click Update.

 

Edit permissions¶

Directly edit the roles for a registration code by clicking Edit Permissions on the Registration Codes page.
 

Automatically approve or require approval for registration requests¶

Check auto approve users on the Registration Codes page to automatically approve or require approval for registration requests.

Expiration settings¶

Choose when registration codes should expire, the number of days user accounts should expire in with a registration code, or the number of days a password should expire in the Expiration Settings. Also, choose to enable or disable registration codes at any time.

Learn more about registration codes and user administration in the User Settings video in Acquia Academy.