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23.6. Registering a User

The user registration feature allows for the easy creation of new LincDoc users. The feature generates a path (URL) to your LincDoc instance, which you then distribute to the potential new user (typically via an email message). The new user accesses LincDoc via the path, provides all of the necessary login information, and a new LincDoc account is dynamically created.

Note: This feature is similar to the Register a User action. The difference is that, unlike the action, this option allows you to make publishable paths (URLs) for distribution, and any recipient can open up the path to self register. LincDoc prompts the users for all of their registration details. For more information, see Action Details: Register a User.

Proceed to one of the following sections below for more information:

Accessing the User Registration Feature

The feature is accessed by selecting the user registration option, available from the system button on the main LincDoc interface, as shown below.

When this option is selected, the User Registration dialog box appears. From this dialog box, you can add a new registration path, edit an existing registration path, delete an existing registration path, or view a path's associated link.

Registration paths differ based on a few characteristics, including, but not limited to the following: the provider, the group to which new users are assigned, and email restrictions. These characteristics are described in more detail in the remainder of this topic.

Editing an Existing Path

If a path has already been defined, you can click the Edit button (highlighted below) to change its settings.

For more information on the available settings, see Adding a New Path below.

Adding a New Path

You can add any number of new registration paths, as needed. There is no limit on the number of paths you can create.

From the User Registration dialog box, click the new registration path button.

The New user registration path dialog box appears.
Determine how you want the path created using one of the following options:
- To have LincDoc randomly create a path for you, verify that the Use random generated ID check box is selected.
- To manually specify a path, clear (uncheck) the Use random generated ID check box, and specify the path in the Path ID text box. Paths may contains letters, numbers, underscores, and hyphens (dashes).
Important: Anyone with an account who correctly enters the defined path can gain access to the account. You should take special care in providing the path ID.
Click add.
The User registration dialog box for the new path appears, and the path's identifier appears at the top of the dialog box (in the ID field).
Specify the following information:
- Description. A text string that can be used to better identify the path (instead of simply the ID). This string will appear on the User registration dialog box after you create the path.
- Provider. The authentication provider that will be used to create any new accounts. For more information on providers, see Using Authentication Providers.
- Add to group. The group into which new users will be added. Groups will most likely differ based on the provider you select. For more information on groups, see Managing Groups.
- Use Email address as username. When selected, the new user will not have the option of providing a user name. Instead, the user's email address, as specified by the new user, will be used as the user name.
- Allow duplicate email addresses. When selected, the system will allow access based on an email address that already exists in the LincDoc database. When this check box is cleared (unchecked), all new email address must be unique and no address can be reused.
  Important: This setting is for advanced use cases, and it should only be used in certain scenarios. It can also not be used in conjunction with the Use Email address as username setting (described above). Contact LincDoc Technical Support for additional assistance.
- restrict to domain. When selected, email addresses must match the specified domain.
- Existing user message. Specify a message that will appear if an existing user chooses to access LincDoc with their existing account, instead of creating a new account. A link is provided on the registration page, allowing an existing user to enter a username and password.
- New user message. Specify a message that will appear after a new user enters the necessary credentials and creates an account.
- Registration page text. Specify text that will appear on the page that is displayed immediately after the registration URL is clicked by the prospective new user.
When you have fully defined the registration path information, click save and close the User registration dialog box.

Deleting an Existing Path

If a path has already been defined but is no longer needed, you can click the Delete button (highlighted below) to remove it.

Viewing a Path's Link

You can view the link associated with a defined path by clicking the Link button (highlighted below).

The link appears in its own dialog box, allowing you to either click it directly or copy it.

This link can be copied and emailed to the prospective new user.

You can use the Help link URL text box, available from an authentication provider's dialog box, to specify a user registration path (URL), which can be easily accessed from the LincDoc login page.

This approach makes the self registration process less dependent on locating the correct email path (URL), since once it is defined via the authentication provider, it is always available during the login process and does not have to be redefined or redistributed for each user.

Important: For security purposed, if you use this method, be sure to confine the link to a specific email domain.

Copy the appropriate user registration link.
1. Access the link's path as described in Viewing a Path's Link above.
2. Highlight the link in the Path dialog box.
3. Press CTRL-C on your keyboard to copy the link to your system clipboard.
Access either the login providers or client login providers option from the system button.
Click the arrow button that corresponds to the provider whose help information you want to define.
In the Help link label text box, add text similar to the following:
Click here to self register
In the Help link URL text box, paste the previously copied user registration path.
Complete the remaining provider information as described in one of the provider topics (as listed in step 2 above).

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