Tip
If SiteManager is running at the time
a user registers, that user will not appear in the Users
tab until SiteManager is closed and reopened.
You may choose to allow new users to register for access the first time they log in to CM4D Web. When a user is not in the Site database, they will be prompted to enter their Name and Email address. Doing so will add the user to SiteManager and send an email notification to all Site Admins. A Site Admin will then need to log in to SiteManager and add the User to the appropriate Group. Users who self-register cannot see any Templates or Reports in CM4D Web until they are added to a Group with access to the contents of the Site database.
Make sure that at least one user with the Site Admin privilege has a valid email entered for them in the Users tab. Without a valid email, your user notifications will not be able to be delivered. Users will still be added to SiteManager.
Tip
If SiteManager is running at the time
a user registers, that user will not appear in the Users
tab until SiteManager is closed and reopened.
To allow users to self-register, you must configure the email server that will be used to send the email notifications from users as they register.
In Site Manager, go to Settings>Enterprise Email Configuration.
Select the type of mail server:
· SMTP - Simple Mail Transfer Protocol
Notice
The SMTP Server configured here
is not used by EventSmith. To set up the SMTP server to send email
notifications for EventSmith, see here.
· Exchange - Exchange Web Service
Enter the address to the mail server. The address format must be correct for the Server Type you select.
· SMTP - enter the name of the Server. Click here to see an example.
· Exchange - enter the service URL, the address that Exchange uses to communicate with Exchange Web Services (EWS). Click here to see an example.
If your mail server requires authentication, be sure to enter valid credentials in the User Name and Password fields.
When a new user registers in CM4D Web, Site Admins will receive a notification email. Included is the information entered by the user. which is the information that is used to automatically add the user to the Site. If a user enters incorrect information, it can be modified by a Site Admin in the User tab in SiteManager.
The following is an example of the email message that a Site Admin will receive when a user requests access to CM4D Web:
