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1 | 1 | # Self-Service Enterprise Portal Sign-Ups (Beta) |
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3 | | -This topic describes how to enable or disable self-service sign-ups to the Enterprise Portal to enable access to your application for the purposes of Trial or Community based licensing. |
| 3 | +This topic describes how to enable Enterprise Portal self-service sign-ups. This allows users to access your application by signing up for Trial or Community licenses through the Enterprise Portal. |
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5 | 5 | For information about customizing the Trial Signup invitation email, see [Customize the Enterprise Portal](enterprise-portal-configure). |
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| 7 | +## Overview |
| 8 | + |
| 9 | +You can enable self-service sign-ups through the Enterprise Portal for your application. When self-service sign-ups are enabled, current and potential customers can access your application by signing up for a trial or community license. All licenses issued through self-service sign-ups are automatically configured based on the default license policy that you configure in the Vendor Portal. |
| 10 | + |
7 | 11 | ## Enable Self-Service Sign-Ups {#enable-self-service-signup} |
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9 | | -You can enable and disable customer self-service login access to the Enterprise Portal for current and potential customers through your Enterprise Portal. You are able to set a default policy that will then apply to any new customer licenses created via self-service sign-up. |
| 13 | +To enable Enterprise Portal self-service sign-ups: |
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11 | | -To enable self-service customer access to the Enterprise Portal: |
| 15 | +1. In the Vendor Portal, go to **Enterprise Portal > Self Serve Signup**. |
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13 | | -* In the Vendor Portal, go to **Enterprise Portal > Self Serve Signup**. |
14 | | -* [Optional] Add a link to Terms & Conditions that the user must acknowlwedge before proceeding with signup. |
15 | | -* Configure the default settings for licenses created through self-service signups. |
16 | | -* Configure the default allowed installation types for licenses created through self-service signups. |
17 | | -* Click **Save** |
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| 19 | + [View a larger version of this image](/images/self-serve-configure.png) |
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21 | | -[View a larger version of this image](/images/self-serve-configure.png) |
| 21 | +1. (Optional) For **Terms and Conditions URL**, enter a URL to the terms and conditions that the user must acknowlwedge before proceeding with signup. |
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23 | | -## Share Your Sign-up URL {#share-trial-url} |
| 23 | +1. For **License Configuration**, configure the default settings for licenses created through self-service signups, including the default channel, expiration date, license type (trial or community), supported installation types, and other support features. |
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25 | | -Your dedicated sign-up URL is displayed underneath **Enable self-service sign-ups**. |
| 25 | +1. Click **Save**. |
| 26 | + |
| 27 | +## Share Your Sign-up URL {#share-trial-url} |
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27 | | -Customers who access the sign-up URL will have the opportunity to self-service access to your application based on the default policy you have configured. |
| 29 | +Each application has a dedicated sign-up URL where users can access the self-servive sign up. When a new user naviagtes to the sign-up page and clicks **Create account**, they receive an email with a 12-digit verification code. The following shows an example of a self-service sign-up page for an application: |
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| 31 | +<img alt="Self-Service Sign-Up Interaction" src="/images/self-serve-signup-screen.png" width="400px"/> |
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31 | 33 | [View a larger version of this image](/images/self-serve-signup-screen.png) |
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33 | | -Once a new trial or community user clicks **Create account**, they will receive an email with a 12-digit verification code. |
| 35 | +To get the sign-up URL for your application: |
| 36 | +1. In the Vendor Portal, go to **Enterprise Portal > Self Serve Signup**. |
| 37 | +1. Under **Enable self-service sign-ups**, copy the **Sign-Up URL**. |
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35 | | -If they have not yet confirmed via the confirmation email, they are considered a pending user. See [View Pending Trial Access to Your Application](#pending-user). |
| 39 | +## View Pending Trials {#pending-user} |
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37 | | -Once they have confirmed their account, they will no longer be considered pending status, and will now be available along with other active customers under **Customers**. |
| 41 | +When users request access to your application through a self-service sign-up, they are added to a list of **Pending Trials**. After the user confirms their account through the automated confirmation email, an active customer record is created for the user on the **Customers** page. |
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39 | | -## View Pending Trial Access to Your Application {#pending-user} |
| 43 | +To view pending trials: |
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41 | | -Users who have requested trial access for your application are viewable under the **Pending Trials** section |
| 45 | +1. In the Vendor Portal, go to **Enterprise Portal > Self Serve Signup**. |
| 46 | +1. Under **Pending Trials**, review details about any pending self-service sign-ups, including the user's email address, company, sign-up date and time, and more. |
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45 | | -[View a larger version of this image](/images/pending-trial-user.png) |
| 50 | + [View a larger version of this image](/images/pending-trial-user.png) |
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