Configuration for Additional Sign Up Feature
- Go to Admin / Configuration
- Scroll down to : Check Additional Signup Feature checkbox
i.e. Workspacename.ai/ada/signup
Scroll down and select Submit
User Sign-up
User will go to the URL e.g. Workspacename.ai/ada/signup and complete the required information
Full Name | Full Name of User (mandatory) |
Email Address | Email address of User (mandatory) |
Phone Number | Phone number of User (mandatory) |
Job Title | Job Title of User (mandatory) |
Agency* | Select the name of the Agency* |
If you do not see your Agency in the list please type it her | Enter the name of the Agency if the Agency is not available for selection |
Display Test Security Agreement | Test Security Agreement is setup on the Configuration Screen |
I agree to the Test Security Agreement | User will need to Agree to the Test Security Agreement |
NOTE: User that have used the Self-Register feature will be flagged as Pending Users
Once the User has registered the Administrator will login to Assess.ai and go to:
- Admin
- Users
- Pending Users
Click on the ellipsis button to the right of the user name:
Edit: for changing Agency or other User information:
Edit User data and enter any Restriction information:
Option for completing User Sign up:
Approve | Accept the User |
Deny | User will be removed |
Cancel | Cancel any edits |
Save |
Save - User will remain in Pending Users |
Deny Signup
When selecting Deny (to deny the pending user) the Administrator is able to give a reason:
Agency Tags
When a user enters a New Agency during the Sign Up the agency will be added to the Agency Tag Group
- Go to Tags Module
- Select Agencies
Select either:
Approve Agency or Delete Agency
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