I would like to know whether Creatio supports the following scenario out of the box:
- An applicant (external/public user) accesses a registration page.
- The applicant self-registers without intervention from an administrator.
- After registration, the applicant receives or creates their own username and password.
- The applicant can then log in to Creatio (portal/external user area) and submit applications or requests.
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Hello,
Yes, Creatio supports this scenario out of the box through the Portal functionality and the built-in portal user self-registration mechanism.
A public user can access the portal registration page and create an account independently without administrator involvement. After completing the registration process, the user receives access credentials and can authenticate as a portal user. Once logged in, the user can work with the records, applications, requests, and other portal functionality that has been made available to their portal role.
Please note that self-registration requires initial configuration, including:
- Setting up a dedicated portal system user.
- Configuring portal user licensing.
- Configuring registration and password recovery notifications.
- Optionally customizing the registration and password recovery email templates.
Detailed setup instructions are available in the following Academy article:
https://academy.creatio.com/docs/8.x/creatio-apps/products/more-apps/po…