Skip to main content

Accounts Page Registrations Tab

The Registration Tab on the Accounts Page displays the Pending Registration Table which allows for a quick view of the pending new user account registrations. Approvals/Verifications only show on the Registrations Tab when an individual manually registers themselves. The number of registrations that require approval show directly on the tab, Registrations (#), and as a badge next to the Registration page on the Main Menu.

Only individuals with an Admin module level access will see the Archived Accounts Tab.

The Pending Registrations Table shows account information for the user accounts whose system registration is pending confirmation. Account fields are used as the column headers.  The default columns are Name, Username, Email, Date, Reason, Email Verification, and Approval.

image.png

Any desired account field can be created by an administrator.  WIKI LINK HOW TO: ADD A CUSTOM / ADDITIONAL USER ACCOUNT INFORMATION FIELD

The Pending Registrations Table is customizable via the Table Defaults Tab in the Site Settings Module. WIKI LINK HOW TO: EDIT COLUMNS TABLE DEFAULTS TAB (SITE SETTINGS MODULE) .  This would include any additional account fields created as discussed above plus other existing account fields such as First Name, Last Name, Employee ID, Phone, Address 1, and Address 2.

Pending registrations are separated into two tables: Registrations that require manual approval and Registrations that do not require approval (email verification only). Registrations require manual approval when a user creates an account using a KAStrack registration link if the registration profile is set to require it. The parameters for registration links are established on the Registration Tab in the Site Settings Module. WIKI LINK HOW TO: MANUALLY APPROVE USER REGISTRATIONS

There are two icons that can be selected to open modals in the Pending Registrations Table: the plus sign icon in the Name column and the information icon in the Email Verification column.

image.png

Selecting the plus sign icon to the left of the user’s name opens the Pending Account Modal which lists all the account information for the new user.

image.png

Selecting the information icon to the right of “Waiting on user” opens the Email Verification Requirement Modal. The modal states, “This user has not yet verified their email address and will not be able to log in until they click the verification link sent to the provided email address.”

image.png

Select the “Resend Verification Email” to resend the verification email to the new user. A confirmation modal will appear, confirming the verification email was resent.

 Select the “Remove Verification Requirement” button and a warning modal appears stating, “Warning: This user has not verified their email address. Removing the email verification requirement will allow the user to log in without verifying their email address. Are you sure you want to proceed?”

image.png

Select the “OK” button to remove the verification requirement, or click “Cancel” to return to the registration tab without saving any changes.

If there are no pending registrations, the tables are not visible. In their place is the statement, “There are no registrations that require manual approval/email verification at this time.”

image.png

Selecting any checkbox in a row opens a bulk actions modal above the table. Selecting the checkbox in the first column of the top row selects / deselects all rows in the table.

image.png

Bulk action options on the Registrations Tab are Create Account and Deny.