Register in PowerManage

Overview

The Register in PowerManage flow lets an employee request or create a PowerManage account from the login page by using the Sign up form.

Use this page to:

• Register as an employee from the PowerManage login page.
• Understand how Registration mode affects self-registration.
• Review and approve pending employee registrations.
• Complete first sign-in with a one-time password (OTP).
• Set a permanent password after first sign-in.
• Configure self-registration settings.

This page helps administrators control employee registration and helps employees understand the first sign-in flow.

info

Self-registration behavior depends on the Registration mode setting in Settings → Resolve → Self-Registration.

Before you begin

Required permissions

• Employees must have access to the PowerManage login page.
• Administrators must have permission to review pending employee registrations.
• Administrators must have permission to approve or suspend pending employee registrations.
• Administrators must have permission to edit Settings → Resolve → Self-Registration to change registration behavior.

info

Access to pending employee registrations and self-registration settings is controlled by role permissions. Exact permission names can vary by deployment.

Preconditions

• Registration mode must be set to Automatic approval or Manual approval.
• Email delivery must be configured so PowerManage can send OTP emails.
• The employee must have a valid, reachable email address.
• The employee must have a valid phone number when the registration form requires it.
• The employee must select a country from the registration form.
• If a dealer ID is required or available, the employee must enter the correct dealer ID.

Dependencies

• OTP delivery depends on the configured email service.
• Manual approval depends on administrator review in the Employees section.
• Role assignment depends on the configured Default role or administrator review.
• Dealer ID behavior depends on billing mode and dealer configuration.
• First sign-in depends on the OTP received by email.

Important limitations

warning

• When Registration mode is set to Disabled, the Sign up button is hidden on the login page.
• In Manual approval mode, employees cannot sign in until an administrator approves the registration.
• An incorrect dealer ID can prevent registration.
• The OTP is removed after first use. If the employee refreshes the page before setting a new password, the OTP becomes invalid.
• Starting from version 4.20, accounts with the Administrator role on JCI integration, development, or staging servers require an email address that ends with @jci.com.

Page layout

Registration page

Register in PowerManage

Register in PowerManage (dark)

The registration page opens from the Sign up button on the Log into PowerManage form. The Sign up button is available only when self-registration is enabled.

info

Read Authentication page before using the first sign-in or password setup flows.

Sign up form

The Sign up form lets an employee submit a self-registration request.

Callout	UI element	Description	When to use
1	Form name	Shows the self-registration form name.	Use to confirm that you are on the registration form.
2	Name field	Stores the employee display name.	Use to enter the name shown for the employee in PowerManage.
3	Email field	Stores the email address used for registration, OTP delivery, and sign-in.	Use to enter a valid, reachable email address.
4	Phone number field	Stores the employee phone number.	Use to provide contact information and support MFA-related flows where applicable.
5	Country field	Stores the employee country.	Use to assign country information to the employee profile.
6	Dealer ID field	Associates the employee with a dealer. If the dealer ID is correct, the employee receives the dealer installer role instead of the default role.	Use when the employee should be associated with a dealer. This field is visible only on servers with a billing license.
7	Back to Sign In button	Returns the employee to the Log into PowerManage form.	Use to cancel registration and return to sign-in.
8	Sign up button	Submits the self-registration request.	Use after all required fields are complete.

note

For an account with the Administrator role on JCI integration, development, or staging servers starting from version 4.20, the email address must use the @jci.com domain.

Review employee form

The Review employee form is used only when Registration mode is set to Manual approval. Administrators use this form to verify pending registrations before approving access.

Callout	UI element	Description	When to use
1	Form name	Shows the employee review form name.	Use to confirm that you are reviewing a pending employee registration.
2	Name field	Shows and allows editing of the employee name.	Use to verify or correct the display name before approval.
3	Email field	Shows and allows editing of the employee email address.	Use to verify that the email address is valid and reachable.
4	Phone number field	Shows and allows editing of the employee phone number.	Use to verify or correct the phone number.
5	Country field	Shows and allows editing of the employee country.	Use to verify or assign the correct country.
6	Belongs to Role drop-down	Assigns the employee role.	Use to assign the correct role before approval.
7	Suspend button	Keeps the employee registration in suspended status.	Use when the registration should not be approved.
8	Approve button	Approves the employee and sends an OTP email with a direct login link.	Use after verifying the employee identity and role.

warning

The Review employee form has editable fields. Verify the employee identity, email address, country, dealer information, and role before selecting Approve.

Log into PowerManage form

The Log into PowerManage form is used for first sign-in with the OTP received by email.

Callout	UI element	Description	When to use
1	Form name	Shows Log into PowerManage.	Use to confirm that you are on the sign-in form.
2	Email field	Accepts the registered employee email address.	Use to enter the email address used during registration.
3	Password field	Accepts the OTP during first sign-in. During normal sign-in, accepts the employee password.	Use to enter the OTP received by email for first sign-in.
4	Forgot password? button	Starts the password recovery flow.	Use when the OTP is lost, expired, or invalidated.
5	Sign up button	Opens the Sign up form when self-registration is enabled.	Use to register from the login page. This button is hidden when Registration mode is Disabled.
6	Sign in button	Submits the email address and OTP or password.	Use after entering valid credentials.

Set new password form

The Set new password form opens after the employee signs in with a valid OTP.

Callout	UI element	Description	When to use
1	Form name	Shows the password setup form name.	Use to confirm that you are setting the permanent password.
2	New password field	Stores the permanent password.	Use after successful OTP sign-in.
3	Confirm new password field	Confirms the permanent password.	Use to re-enter the password before saving.
4	Set password button	Saves the permanent password.	Use after both password fields are complete and match.

warning

The password must contain at least 8 characters, including at least 1 letter, 1 number, and 1 special symbol.

Edit self-registration settings form

The Edit self-registration settings form controls how self-registration works from the login page.

Callout	UI element	Description	When to use
1	Form name	Shows Edit self-registration settings.	Use to confirm that you are editing self-registration settings.
2	Registration mode drop-down	Controls self-registration behavior.	Use to disable self-registration, require manual approval, or enable automatic approval.
3	Default role drop-down	Defines the role assigned to employees who register without a valid dealer ID.	Use to set the default role for approved self-registered employees.
4	Cancel button	Closes the form without saving changes.	Use to discard changes.
5	Save button	Saves self-registration settings and records the change in the Action Log.	Use after selecting the required registration mode and default role.

How to use this page

Register by self sign-up

Goal:

• Register from the login page.

Steps:

1. On the Log into PowerManage form, select Sign up.
2. In the Sign up form, enter Name.
3. Enter a valid, reachable Email address.
4. Enter Phone number.
5. Select Country.
6. If Dealer ID is shown and available, enter the dealer ID.
7. Select Sign up.

Expected result:

• If Registration mode is Automatic approval, the account is created and approved. PowerManage sends an OTP email.
• If Registration mode is Manual approval, the account is created in suspended status. PowerManage sends an email confirming that the account is waiting for approval.
• If Registration mode is Disabled, the Sign up button is hidden.

Approve a self-registered employee

Goal:

• Review and approve a pending employee self-registration request.

Steps:

1. Sign in to PowerManage with administrator permissions.
2. Open the Employees section.
3. Review the notification badge that shows new registrations waiting for review.
4. Open the action menu for the employee.
5. Select Review.
6. Verify the employee details.
7. Assign the correct value in Belongs to Role.
8. Select Approve.

Expected result:

• The employee is approved.
• PowerManage sends an email containing the OTP and a direct login link.
• The employee can continue with first sign-in.

Suspend a self-registered employee

Goal:

• Keep a pending employee self-registration request suspended.

Steps:

1. Sign in to PowerManage with administrator permissions.
2. Open the Employees section.
3. Open the action menu for the employee.
4. Select Review.
5. Verify the employee details.
6. Select Suspend.

Expected result:

• The employee remains suspended.
• The employee cannot sign in.

Complete first sign-in with OTP

Goal:

• Sign in for the first time and set a permanent password.

Steps:

1. Open the direct login link from the OTP email or open the login page.
2. In Email, enter the registered email address.
3. In Password, enter the OTP.
4. Select Sign in.
5. In New password, enter a permanent password.
6. In Confirm new password, enter the same password.
7. Select Set password.

Expected result:

• PowerManage validates the OTP.
• PowerManage saves the permanent password.
• If MFA is disabled, the employee is signed in.
• If MFA is enabled, sign-in continues with the MFA flow.

info

If the OTP becomes invalid, use Forgot password? on the login page to request a new OTP.

Configure self-registration settings

Goal:

• Enable, disable, or require approval for self-registration.

Steps:

1. Open Settings → Resolve → Self-Registration.
2. Select the pencil icon.
3. In Registration mode, select one of the following values:
   • Disabled
   • Manual approval
   • Automatic approval
4. In Default role, select the role for employees who register without a valid dealer ID.
5. Select Save.

Expected result:

• PowerManage saves the settings.
• The change is recorded in the Action Log.
• The login page behavior changes according to the selected registration mode.

Field and option reference

Registration fields

Name	Description	Accepted values	Behavior	Restrictions	Default value
Name	Employee display name.	Text.	Saved to the employee profile.	Required.	Empty.
Email	Email address used for sign-in and OTP delivery.	Valid, reachable email address.	Receives the OTP email after approval or account creation.	For Administrator role on JCI servers from version 4.20, @jci.com is required.	Empty.
Phone number	Employee phone number.	Phone number format accepted by the deployment.	Saved to the employee profile.	Required on the self-registration form.	Empty.
Country	Employee country.	Country from the list.	Saved to the employee profile.	Required for PowerManage registration.	Not selected.
Dealer ID	Dealer identifier used to assign the dealer installer role.	Valid dealer ID.	If correct, the employee receives the dealer installer role instead of the default role.	Visible only on servers with a billing license. Wrong dealer ID can cause registration failure.	Empty.

Self-registration settings

Name	Description	Accepted values	Behavior	Restrictions	Default value
Registration mode	Controls how self-registered employees are handled.	Disabled, Manual approval, Automatic approval.	Disabled hides the Sign up button. Automatic approval creates and approves the employee. Manual approval creates the employee as suspended.	Applies to self-registration from the login page.	Not specified.
Default role	Role assigned to employees who register without a valid dealer ID.	Available roles except dealer roles.	Assigns a role during automatic approval or provides a starting role for manual review.	Can be empty in Manual approval mode. The administrator assigns the role during review.	Depends on server configuration.

Self-registration behavior without billing setup

Callout	Registration mode	Dealer ID	GUI behavior
1	Disabled	N/A	Sign up button is hidden.
2	Automatic approval	N/A	Employee with Default role is created and immediately approved. OTP is sent to email.
3	Manual approval	N/A	Employee with Default role is created in suspended status and must be approved by DSA.

Self-registration behavior with billing setup

Callout	Registration mode	Dealer ID provided	GUI behavior
1	Automatic approval	Correct Dealer ID	Employee with dealer installer role is created and immediately approved.
2	Automatic approval	Wrong Dealer ID	Error 400. Employee cannot be created.
3	Automatic approval	Empty Dealer ID and Default role set	Employee with Default role is created and approved.
4	Automatic approval	Empty Dealer ID and no default role	Error 400 for billing+ or employee with default role for billing.
5	Manual approval	Correct Dealer ID	Employee with dealer installer role is created in suspended status.
6	Manual approval	Wrong Dealer ID	Error 400. Employee cannot be created.
7	Manual approval	Empty Dealer ID (billing+)	Error: Dealer field is required.
8	Disabled	N/A	Sign up button is hidden.

Tips

tip

• Use Manual approval when employees must be reviewed before access is granted.
• If Manual approval is used, assign a default role with no permissions and update permissions only after review.
• Verify employee identity, email address, country, dealer ID, and role before approving a registration.
• Keep the OTP email available until the permanent password is set.
• If the OTP becomes invalid, use Forgot password? to request a new OTP.

Troubleshooting

Sign up button is not shown

Possible causes

• Registration mode is set to Disabled.
• The employee is not on the correct login page.

What to do

1. Ask an administrator to open Settings → Resolve → Self-Registration.
2. Check Registration mode.
3. Select Manual approval or Automatic approval if self-registration must be available.
4. Save the settings.

Registration fails with dealer ID error

Possible causes

• The dealer ID is incorrect.
• The server has billing enabled and requires a valid dealer ID.
• The dealer ID field is empty when billing+ requires it.

What to do

1. Verify the dealer ID with the organization that provided it.
2. Re-enter the dealer ID.
3. If the employee should register without a dealer ID, confirm that the default role is configured.
4. Try registration again.

Employee cannot sign in after manual registration

Possible causes

• The account is still suspended.
• An administrator has not approved the registration.
• The approval email with OTP was not sent or received.

What to do

1. Ask an administrator to open the Employees section.
2. Review the registration status.
3. Approve the employee if the registration is valid.
4. Check that the employee receives the OTP email.

OTP does not work

Possible causes

• The OTP was already used.
• The employee refreshed the page before setting a new password.
• The OTP was entered incorrectly.
• The OTP expired or was replaced by a newer OTP.

What to do

1. Confirm that the OTP was copied correctly.
2. Use the latest OTP email.
3. If the OTP was used or invalidated, select Forgot password? on the login page.
4. Use the new OTP to sign in and set a permanent password.

Password cannot be set

Possible causes

• The password has fewer than 8 characters.
• The password does not include at least 1 letter, 1 number, and 1 special symbol.
• The password and confirmation do not match.

What to do

1. Enter a password with at least 8 characters.
2. Include at least 1 letter, 1 number, and 1 special symbol.
3. Re-enter the same password in Confirm new password.
4. Select Set password.

Related pages

info

• Authentication page
• Employees
• Roles and permissions
• Settings → Resolve → Self-Registration
• MFA configuration
• Password recovery