Step 10: Setting Up New User Registration Framework or Required Proxy Security

In step 9, the URL you created transfers the proxy to the New User Registration login page or a custom version of it. Make sure the proxy can sign into your system by either allowing the proxy to create a new user ID or reuse an existing user ID. If the proxy already has a user ID, he or she should not have to create a new one. Similarly, if multiple delegators delegated access to the same proxy, this proxy should be able to access the system with the same user ID.

If you do not plan to use the New User Registration framework, make sure your proxies (whether they are new or existing users) have access to the USER_PROFILE component interface. This is needed in order to give users access to the proper role tied to the delegated transactions. The delegated role provisioning occurs after the proxies accept the terms and conditions.