User Experience for Self-Registration

Self-registration functionality is available with several Siebel Business Applications. The self-registration experience for end users varies, depending on the application. Some application-specific capabilities are:

• Siebel eService. A user self-registers to gain access to more services.

• Siebel Sales. A user self-registers to be allowed to make an online purchase.

• Siebel Partner Portal. A user self-registers as an individual to become a partner user with limited access, or a user self-registers as a request for his or her company to be approved as a partner. In either case the user is assigned a limited responsibility that contains views to master data, but not to transactional data. This responsibility differs from that for a partner user in an approved partner company.

  For more information on registering partners and partner users for Siebel Partner Portal, see Siebel Partner Relationship Management Administration Guide.

To self-register 

1. The user clicks New User on a Siebel application page, for example, the Siebel eService home page.

   The Personal Information form appears.

2. The user completes the form, then clicks Next. For example, fields for Siebel eService are shown in the following table.

   Field	Guideline
   First Name	Required. Enter any name.
   Last Name	Required. Enter any name.
   Email	Required. Enter any valid email address.
   Time Zone	Required. Specify the time zone.
   User ID	Required. Enter a simple contiguous user ID, which must be unique for each user. Typically, the user provides this user ID to log in. Depending on how you configure authentication, the user might or might not log in with this identifier.
   Password	Optional (required for some authentication implementations). Enter a simple contiguous login password. The password must conform to the syntax requirements of your authentication system, but it is not checked for conformity in this form. For LDAP security adapter authentication, the password is propagated to the user directory. For database authentication, the password is propagated to the database.
   Verify Password	Required when Password is required.
   Challenge Question	Required. The user enters a phrase for which there is an answer typically known only to this user. If the user clicks Forgot Your Password?, then this phrase is displayed, and the user must enter the correct answer to receive a new password.
   Answer to Challenge Question	Required. The user provides a word or phrase that is considered the correct answer to the challenge question.

   
   

   The Contact Information form appears. The fields on this form vary depending on the application.

3. The user completes the Contact Information form, and then clicks a button at the end of the form to continue. The names and number of buttons vary depending on the application.

4. If the application is Siebel Partner Portal or Siebel Sales, then the user does one of the following:

   • A user who self-registers for Siebel Partner Portal chooses to register as an individual or to request that his or her company be approved to become a partner. In either case, the user completes a form requiring company information.

   • A user who self-registers for Siebel Sales completes forms to provide, for example, payment information and address information.

5. On the Usage Terms form, the user must agree to the terms of the license agreement to be registered.

   The Registration Confirmation message appears.