Register in PowerManage

Overview

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

Use this page to:

• Register as a Staff member from the PowerManage login page.
• Understand how Registration mode affects self-registration.
• Review and approve pending Staff registrations.

This page helps administrators control Staff registration and helps Staff members complete the first sign-in flow.

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

Before you begin

Required permissions

• Staff members must have access to the PowerManage login page.

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Access to pending Staff registrations and self-registration settings is controlled by role permissions named Staff and Server Settings.

Preconditions

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

Dependencies

• OTP delivery depends on the configured email service.
• Manual approval depends on administrator review in the Staff 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, Staff members 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 Staff member refreshes the page before setting a new password, the OTP becomes invalid.

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Read Authentication page before you proceed.

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 Staff

Goal:

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

Steps:

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

Expected result:

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

Suspend a self-registered Staff

Goal:

• Keep a pending Staff self-registration request suspended.

Steps:

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

Expected result:

• The Staff member remains suspended.
• The Staff member 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 Staff member is signed in.
• If MFA is enabled, sign-in continues with the MFA flow.

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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 Staff members 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.

Tips

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• Use Manual approval when Staff members 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 Staff 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 Staff member 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.

What to do

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

Staff 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 Staff section.
2. Review the registration status.
3. Approve the Staff if the registration is valid.
4. Check that the Staff receives the OTP email.

OTP does not work

Possible causes

• The OTP was already used.
• The Staff 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

See also

• Staff
• Roles and permissions
• Authentication page
• Self-Registration
• MFA configuration
• Password recovery
• Profile management