User Registration

QAD CSS allows potential customers to request a user login by registering directly from a QAD CSS Web site. When a customer submits an online registration, a new account is not created immediately. The information the customer provides on the online registration form is passed to User Registration where an administrator can review the request and set up a new customer account in QAD EA and QAD CSS.

Important: You must verify that the customer record exists in QAD EA before you can create the user.

The menu location for online registration is Home Menu|Misc Menu|Register Online Start.

Clicking the Register Online Start menu option displays the initial online registration screen that contains two buttons—one to start the registration process and one to cancel the request. Clicking Open Registration Page displays the initial registration screen shown in Detail Register Online Company Info.

Detail Register Online Company Info

After filling in their company information, the user clicks Next to proceed to the second registration screen requesting information about the user, as shown in Detail Register Online User Info.

Detail Register Online User Info

Clicking Next displays a summary of the online registration information. Clicking Submit on the summary screen sends the registration information to User Registration.

Administrators use User Registration to review and verify user information before an actual account is set up in QAD EA and QAD CSS.

When an online request is submitted, an e-mail notification can be sent automatically to the requestor and to the person responsible for setting up new customer accounts.

Before the user can be established in QAD CSS, other setup is required:

1	Verify that the account is a valid QAD EA customer. If not, a customer record must be defined in QAD EA.

2	A default user must be defined in User Maintenance in QAD CSS to supply default information when the new user records are created.

3	This user ID must be specified as the value for the defaultCustomerRegistration system registry key in System Registry Maintenance.

4	Optionally enable e-mail notification so that an administrator is alerted when a new registration form is submitted. Otherwise, you must implement procedures to review User Registration on a regular basis.

Note: QAD Global Services may need to modify the program that executes the commit for the new user records to supply additional default information, depending on the specific needs of your implementation.

When administrators are notified, they can review the registration request in User Registration. Initially, they have two choices. They can:

•	Click Decline to reject this user request.

•	Click Verify Customer to indicate that they have validated that the user has supplied a valid account number. This is necessary to ensure that the account corresponds to a customer record defined in QAD CSS and QAD EA.

After the account passes verification, the administrator can then click Create User to create a new user record using the information supplied during registration in combination with the defaults associated with the default user ID.

The menu location of User Registration is Home Menu|Administration Menu|User Registration.

Clicking the User Registration menu option displays the screen in User Registration.

User Registration

User Registration Navigation summarizes the contents of the User Registration navigation screen.

User Registration Navigation

 

Column	Search	Search Type	Sort	Description	Link
Decline	N	n/a	N	Click to reject this user.	N
User ID	Y	Begins	Y	A unique code used to identify the user record.	Y
User Name	Y	Begins	Y	Proper name of the user requesting a user ID.	N
Phone Number	N	n/a	N	The phone number of the user.	N
E-Mail	N	n/a	N	The e-mail address of the user.	N
Company	N	n/a	N	The name of the company where the user works.	N
Verify Customer	N	n/a	N	Click Verify to indicate that you have verified that the user has specified a valid account (customer) number. The button then changes to Create User.	N
Create User	N	n/a	N	Click Create User to create a new user record based on the online registration information.	N

Detail User Registration Editor

Clicking the User ID link activates the Detail User Registration screen.

Detail User Registration

The components of the detail user registration editor screen are:

User ID

Unique ID of the user currently logged in.

User Name

Unique name of the user.

Account Number

The code representing the company defined in QAD CSS and QAD EA that this user is associated with. When the user record is created in User Maintenance, it will be associated with the specified company. You can click the Verify Company name to ensure that this is a valid company ID.

If the user registering does not know their company or supplied an invalid company, you may need to contact them regarding their account information.

User Title

The user’s title representing their function at their company.

User Phone

Complete telephone listing including country and area codes.

E-Mail Address

E-mail address associated with this user record.

Secret Question

Used to verify user identity when they have forgotten their password.

Secret Answer

Works in conjunction with Secret Question to identify a user.

Clicking a command button executes one of the following actions:

•	Save commits your changes to the database.

•	Cancel closes the window without changing the record.