Manage customer registration requests

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Users with the customer administrator role can approve or reject registration requests that customers submit from the Customer Service Portal.

    Approve a registration request with a valid registration code

    Approve a registration request from a user that was submitted from the Customer Service Portal with a valid registration code.

    Vorbereitungen

    Role required: sn_customerservice.customer_admin

    Prozedur

    1. Navigate to the customer portal.
    2. Click Approvals.
      The Approvals list displays registration requests with these states: Requested and No Longer Required.
    3. Click a request in the Approvals list with a state of Requested.
    4. If desired, add any Comments to this request.
    5. Click Approve.
      A user account is created and an email is sent to the contact’s email address with a user ID and temporary password. The user is also assigned these roles: sn_esm_user and snc_external.

    Approve a registration request with an invalid registration code

    Approve a registration request from a user that was submitted from the Customer Service Portal with an invalid registration code.

    Vorbereitungen

    Role required: sn_customerservice.customer_admin

    Prozedur

    1. Navigate to All > Customer Service > Administration > Pending Contact Registrations.
    2. Select a registration request with a state of Pending.
    3. Select an Account for the requester.
    4. Click Update.
      The registration request is sent to the customer administrator of the assigned account.

    Reject a registration request

    Reject a registration request from a user that was submitted from the Customer Service Portal.

    Vorbereitungen

    Role required: sn_customerservice.customer_admin

    Prozedur

    1. Navigate to the customer portal.
    2. Click My Approvals.
    3. Click a request in the Approvals list with a state of Requested.
    4. Click Reject.
      An email regarding the rejection is sent to the requestor’s email address.