Self-Registration: What is it and How Do I Use it?

Self-Registration relies on your organization's LDAP or SSO directories to automatically create client user records when a user attempts to log into the Client Portal using their organizational credentials from LDAP or SSO.

How It Works

When self-registration is configured and enabled for your organization, users who do not have TeamDynamix user accounts configured will be able to navigate to the TeamDynamix Client Portal login page for your organization ([yourorganization].teamdynamix.com/TDClient/) and sign in using their organizational credentials that exist within your LDAP or SSO provider.

Self-registration has the capability to create client users either by creating a new user record altogether or converting an existing customer record by matching the provided username during login against customers' alert, primary and alternate email addresses (in that order).

The default information included on the new user records is determined by the self-registration “profiles” configured in Admin. You have the ability to configure multiple profiles that recognize different types of users based on a differentiating factor in LDAP or SSO that you specify in order to provide different default user “templates” for users coming in through self-registration.

Configuration

Self-registration profiles are configured in Admin > Organization Settings > Self Registration. Here you have the ability to create new profiles or edit your existing ones.

As mentioned before, a self-registration profile can run on either LDAP or SSO based on the specified Authentication Provider in the profile’s settings. Authentication providers are configured separately when setting up authentication into TeamDynamix through your organization's LDAP or SSO provider. Information on authentication providers can be found here.

In both types of authentication provider, you have the option to provide custom self-registration “mappings”. These mappings allow you to manually specify which LDAP or SSO attributes will map to which TeamDynamix User attributes. To These mappings are configured in Admin > Security (box to the right) > Configure SSO.

 LDAP Auth providers allow you to specify multiple LDAP attributes per TeamDynamix User attribute. Setting up multiple authentication providers can provide you with differentiation between certain user groups based on how they authenticate, but it is not necessary to do so.

As mentioned before, self-registration profiles combined with authentication providers provide you with the power to provide users with several meaningful "defaults" that will be applied when a user record is created upon a user's first log-in. These defaults include:

  • Security Role
  • Groups
  • Account/Department
  • Desktop
  • Client Applications
  • Employee Status

We strongly recommend self-registration as the primary client user "import" system for bringing users into TeamDynamix who will only interact with the TeamDynamix Client Portal rarely or even once. This helps alleviate the stress of importing thousands of clients who potentially may not even use the system. With self-registration, client users are created automatically and on-demand, making the process simple and relatively painless.

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Details

Article ID: 2707
Created
Wed 11/12/14 5:57 PM
Modified
Mon 6/29/20 6:09 PM