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Self-Service Enterprise Portal Sign-Ups (Beta)

This topic describes how to enable Enterprise Portal self-service sign-ups. This allows users to access your application by signing up for Trial or Community licenses through the Enterprise Portal.

For information about customizing the Trial Signup invitation email, see Customize the Enterprise Portal.

Overview​

You can enable self-service sign-ups through the Enterprise Portal for your application. When self-service sign-ups are enabled, current and potential customers can access your application by signing up for a trial or community license. All licenses issued through self-service sign-ups are automatically configured based on the default license policy that you configure in the Vendor Portal.

Enable Self-Service Sign-Ups​

To enable Enterprise Portal self-service sign-ups:

  1. In the Vendor Portal, go to Enterprise Portal > Self Serve Signup.

    Self-Service Sign-Up Configuration Screen

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  2. (Optional) For Terms and Conditions URL, enter a URL to the terms and conditions that the user must acknowlwedge before proceeding with signup.

  3. For License Configuration, configure the default settings for licenses created through self-service signups, including the default channel, expiration date, license type (trial or community), supported installation types, and other support features.

  4. Click Save.

Share Your Sign-up URL​

Each application has a dedicated sign-up URL where users can access the self-servive sign up. When a new user naviagtes to the sign-up page and clicks Create account, they receive an email with a 12-digit verification code. The following shows an example of a self-service sign-up page for an application:

Self-Service Sign-Up Interaction

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To get the sign-up URL for your application:

  1. In the Vendor Portal, go to Enterprise Portal > Self Serve Signup.
  2. Under Enable self-service sign-ups, copy the Sign-Up URL.

View Pending Trials​

When users request access to your application through a self-service sign-up, they are added to a list of Pending Trials. After the user confirms their account through the automated confirmation email, an active customer record is created for the user on the Customers page.

To view pending trials:

  1. In the Vendor Portal, go to Enterprise Portal > Self Serve Signup.

  2. Under Pending Trials, review details about any pending self-service sign-ups, including the user's email address, company, sign-up date and time, and more.

    Pending Trials List View

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