Username and Password - Account Self-Creation User Settings (v4)

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Username and Password - Account Self-Creation User Settings (v4)

With the Username and Password Authentication method, Administrators can allow Users to create their own account through self-registration. When this option is enabled, Users will see a Create Account link on the Sign In page.

LMSv4CreateAccountSignIn

Administrators enable Account Self-creation in the Setup Authentication settings. They can then choose whether self-created accounts require approval and use Form Configuration to define which fields users must complete during account setup.

1.From the left main menu, select Settings > Setup Authentication.

LMSv4SetupAuthentication

2.Select Account Self-creation then toggle the slider button to the ON position Sliderbutton.

LMSv4AccountCreationSetup

Modify the Approval Required settings to determine whether self-created accounts must first be approved.

1.Enable the Approval Required slider, then configure the preferred Approval Request Email option:

•Do not send - No email will be sent to Administrators; approvals will be managed through the Approvals card on the Administrator dashboard.

•Send to the system administrator - Sends approval notifications to the system administrator.

•Send to a specific email address - Enter an email address to receive approval notifications.

Use Form Configuration to specify which fields Users must complete during account setup. Fields can be set as Required, Optional, or Hidden. Adjust the defaults as needed, then Save your changes.

1.Check the desired default, (Required, Optional, or Hidden) for each of the listed fields to appear on the account creation form.

2.Scroll down to Save the changes.

Form Configuration

Form Configuration

When Create Account is available on the Sign In page, users can select the link to open the Create Account form. The form displays the fields the administrator has chosen in Form Configuration, such as First Name, Last Name, Email Address, Username, Password, and any additional learner data fields you have made available.

v4CreateAccount_registrationform

Required fields are marked with the asterisk (*) and must be completed before an account request can be submitted. Optional fields are included, may be completed  during registration or left blank. Hidden fields are not displayed on the form.

To Create an Account:

1.The user selects Create Account from the Sign In page.

2.The user completes the account creation form, ensuring all required fields are filled in.

3.The user clicks Create to submit the form. Depending on the configuration, the account is either created immediately or sent for approval.  

If Approval Required is enabled, the account remains inactive until an administrator approves the request. If approval is not required, the user can typically sign in immediately.

The six new custom data fields are available for those using Account Self-Creation and can be displayed on the Account Self-Creation page to allow for the collection of additional information. Administrations can determine if the fields are display as optional or required. In addition, User Address fields and User Profile is available to the Account Self-Creation page.

Adding Custom fields to Account Self-creation

Administrators determine which of the custom data fields are included on the Account Self-creation page and if the fields display as optional or required.

1.Navigate to Settings > Setup Authentication

2.Select Account Self-creation

a.If required, enable account self-creation.

3.In the Form Configuration section, scroll to the new custom learner data fields and adjust the options to determine if each field is Required, Optional, or Hidden.  

Administrators also have the option of including the User Address fields and the Profile field on the Account Self-creation page to collect this information from Users during the account creation process.  

LMSv4 CustomeLearnerFieldsSelfAccount