Registration Approval Process in Website

Proposal summary

This proposal covers the development of implementing a new user registration approval process Pure care website. 

Requirement

The client wants to add an approval process to the registration so that he can verify it. 

Below are the requirements. 

1. To see the application and know about the new registration. It will be notified to pure care team via email and it’s a shortcut so the we can see new registrations awaiting access. 

2. To send an email thanking to the user for registering and letting them know that their account is under review. 

3. Once access is granted, an email is sent to the new customer with their credentials and an overview of Pure care 

Our Solution 

> We will replace the existing registration form with a new online form with the same fields except the fields for password. 

Note: We will hide the password field as the customer gets a new password after getting access. 

 > While submitting the form 

1. The user will not be redirected to the My Account page as usual. A message will be displayed on the screen. After a few seconds the user will return to the home page. 

        “Your account is currently under review. We’ll get back to you when it’s done.” 

2. A customer record will be created in NetSuite. 
    

3. An email will be sent to the pure care team as shown below 
    

 Hi <Pure care team>, 

         A new customer is registered on the Pure Care website <Website link>. 

            Username: <Name of the customer> 
            Email:  <email> 

  Thank you 

4. An email will be sent to the registered customer as shown below 

     Hi <Name of the customer>, 

             Thank you for registering us. Your account is under review. After the review we will contact you and share the credentials. 

 Thank you. 

> To grant access to the new user, we need to  

1. Check the GIVE ACCESS checkbox from customer record. 

2. Set the password under manually assign password section (Then only the password will update). 

Note: The password will be static and same for all new registered user 

3. Check the newly created custom checkbox field “SENT EMAIL” 
    
   Working: To grant access to the user, when new customer registers the pure care team need to check the give access checkbox and manually assign password checkbox. After that password can be enter in the below password field. The password will be static and common to all newly registering customers. We will create another checkbox named sent email which need to be checked while adding access. After that save the customer record. 
   To send email to the user with the credential we will set a workflow. Workflow will be a scheduled workflow. So, we can schedule that for example: if we schedule it everyday workflow will run at every day. So, when a workflow runs at the scheduled time it will check the customer records of which sent email checkbox is checked then it will send the email with credential for that customers after that the workflow will automatically uncheck the sent email checkbox so that email will be sent only one time. At the next time of workflow running that customer will have that checkbox unchecked.  
   In the email we will send credentials with the static password and user id that we have added. We are using the static passwords since we cannot get the value, that we are adding in the password field in workflow. In the email there will be link where user can reset their password. 
    

4. The email will be as shown below     
    

Hi <Name of the customer>, 

Now you are a customer of Pure Care website (Website link). 

In the meantime, we have provided access to our website for you to browse our products.  

You can log-in here (Login page link) 

Your Log-In Email address: <email>  

Your Log-In Password is set to our default <default constant password> 

please change this for security (Reset password link) 

<An overview of Pure care> 

Thank you