If your platform has Self-Registration enabled, you can set this up with various conditions that will then auto-assign new users into specific groups (and thus with specific permissions) within your platform.
The Self-Registration process works by looking at the selection made from a drop-down list you can set-up, and/or the email address of the user, and from there would automatically assign the users into groups.
Example 1:
A. User john@companyname.com gets auto-assigned into Group name 'Internal User'.
B. User bob@freemailaddress.com gets auto-assigned into Group name 'External User', or gets auto-declined from registration altogether.
B. User bob@freemailaddress.com gets auto-assigned into Group name 'External User', or gets auto-declined from registration altogether.
Example 2:
A. User john@companyname.com selects 'Marketing team' from the drop-down when registering gets auto-assigned into Group name 'Marketing'.
B. User bob@freemailaddress.com selects 'Designer' and gets auto-assigned into Group name 'External Designer'.
- To set up a rule against an email domain name (Example 1) you will need to:
> Go to Admin
> Click on Registration
> Click on Configure next to Custom Registration Rules.
> Agree to Leave Page in the pop-up window
> Add New Registration Rule and give the rule a name
> Add Condition
> Select 'Email Address' from the first drop down
> Select 'ends with' from the second
> Under 'Value' enter an email domain - eg, @companyname.com
> Click Add Action
> Select 'Assign Groups' from the first drop down
> Select the desired group (eg, Internal User)
> Save
> Save
= Now in the above example all new users with an email ending in @companyname.com will automatically be assigned into the group named 'Internal User' and get the associated permissions.
- To set up a rule against both a drop down selection AND an email domain name (Example 2) you will need to:
> Go to Admin
> Click on Registration
> Fill in the other relevant information and check the box next to Request Purpose
> From the Purpose Field Type that will appear, select Dropdown
> Click Configure next to Purpose Field Dropdown options
> On the pop-up screen enter all the Values* you want to appear in the drop-down (eg. 'Marketing')
> Now click on Configure next to Custom Registration Rules.
> Agree to Leave Page in the pop-up window
> Add New Registration Rule and give the rule a name
> Add Condition
> Select 'Purpose' from the first drop down
> Enter a relevant value* previously set up in the steps above (eg 'Marketing')
> Make sure 'And' is selected at the end of this line
> Click to Add another Condition
> Select 'Email Address' from the first drop down
> Select 'ends with' from the second
> Under 'Value' enter an email domain - eg, @companyname.com
> Click Add Action
> Select 'Assign Groups' from the first drop down
> Select the desired group (eg, Marketing)
> Save
> Save
= Now in the above example all new users with an email ending in @companyname.com AND who selected the 'Marketing' option from the drop-down will automatically be assigned into the group named 'Marketing' and get the associated permissions.
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