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Version: 5.0 🚧

Self-registration

Overview​

Self-registration

The Self-registration settings page is used to configure registration approval behavior and the default role assigned during self-registration workflows.

Before you begin​

Required permissions​

  • You must have permission to edit settings to change values on this page.
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Access to Self-registration settings is controlled by role permissions.

Preconditions​

  • Values must be valid before changes can be saved.

Dependencies​

  • Default role depends on configured roles.
  • Registration mode controls whether self-registration is manual, automatic, or disabled.

Important limitations​

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  • Changing settings can affect system behavior. Review values before saving.

Page layout​

Settings card and edit dialog​

Self-registration Self-registration

Self-registration

CalloutUI elementDescriptionWhen to use
1Registration modeDropdown. The default value is Manual approval.Use to control how self-registration requests are handled.
2Default roleDropdown. The default value is Default Installer.Use to select the default role.

How to use this page​

Review settings​

Goal:

  • Review current Self-registration values.

Steps:

  1. Open Settings.
  2. Select or scroll to Self-registration.
  3. Review the values shown on the settings card.

Expected result:

  • Current settings are visible.

Edit settings​

Goal:

  • Update Self-registration values.

Steps:

  1. Open Settings.
  2. Select or scroll to Self-registration.
  3. Select the edit icon.
  4. Update the fields, dropdowns, or toggles.
  5. Select Save.

Expected result:

  • Settings are saved when values are valid and the action is allowed.

Field and option reference​

NameDescriptionAccepted values / behaviorRestrictions / default
1Registration modeDropdown. The default value is Manual approval.Use to control how self-registration requests are handled.
2Registration mode optionsOptions shown: Manual approval, Automatic approval, Disabled.Use to select supported registration behavior.
3Default roleDropdown. The default value is Default Installer.Use to select the default role.
4Default role optionsOptions include Without default role, Administrator, Event Interface User, Default Installer, Operator, and additional configured roles.Use to select an available role.

Tips​

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  • Review current values before opening the edit dialog.
  • Save only after checking all required fields.
  • Contact an administrator if the expected edit action is unavailable.

Troubleshooting​

Settings were not saved​

Possible causes

  • You selected Cancel.
  • One or more values are invalid.

What to do

  1. Open the edit dialog again.
  2. Review every field, dropdown, and toggle.
  3. Correct invalid values.
  4. Select Save.
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