Skip to content

Commit 419828d

Browse files
committed
docs edits
1 parent 9de4893 commit 419828d

File tree

3 files changed

+31
-23
lines changed

3 files changed

+31
-23
lines changed

docs/vendor/enterprise-portal-configure.mdx

Lines changed: 5 additions & 2 deletions
Original file line numberDiff line numberDiff line change
@@ -101,6 +101,9 @@ To customize documentation:
101101
1. Customize the documentation for the selected installation type as desired:
102102
1. In the documentation links section, add a link to your installation documentation. The link is displayed on the Enterprise Portal **Install** page.
103103
1. In the documentation content section, add pre- and post-installation instructions in markdown format. Click **Preview** to see a preview of your changes.
104-
1. Click **Save changes**.
105104

106-
By default, these instructions will be shown to customers for each channel. If you wish to provide channel-specific custom instructions, these can be set lower on the page under `Channel customizations`.
105+
:::note
106+
By default, these same instructions are shown for all release channels. To add channel-specific instructions, go to the **Channel customizations** section.
107+
:::
108+
109+
1. Click **Save changes**.
Lines changed: 26 additions & 21 deletions
Original file line numberDiff line numberDiff line change
@@ -1,45 +1,50 @@
11
# Self-Service Enterprise Portal Sign-Ups (Beta)
22

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.
44

55
For information about customizing the Trial Signup invitation email, see [Customize the Enterprise Portal](enterprise-portal-configure).
66

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+
711
## Enable Self-Service Sign-Ups {#enable-self-service-signup}
812

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:
1014

11-
To enable self-service customer access to the Enterprise Portal:
15+
1. In the Vendor Portal, go to **Enterprise Portal > Self Serve Signup**.
1216

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**
17+
![Self-Service Sign-Up Configuration Screen](/images/self-serve-configure.png)
1818

19-
![Self-Service Sign-Up Configuration Screen](/images/self-serve-configure.png)
19+
[View a larger version of this image](/images/self-serve-configure.png)
2020

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.
2222

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.
2424

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}
2628

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:
2830

29-
![Self-Service Sign-Up Interaction](/images/self-serve-signup-screen.png)
31+
<img alt="Self-Service Sign-Up Interaction" src="/images/self-serve-signup-screen.png" width="400px"/>
3032

3133
[View a larger version of this image](/images/self-serve-signup-screen.png)
3234

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**.
3438

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}
3640

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.
3842

39-
## View Pending Trial Access to Your Application {#pending-user}
43+
To view pending trials:
4044

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.
4247

43-
![Pending Trials List View](/images/pending-trial-user.png)
48+
![Pending Trials List View](/images/pending-trial-user.png)
4449

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)
-1.77 KB
Loading

0 commit comments

Comments
 (0)