Help me with the steps to solve below requirements, it is urgency project.

anandnaikk1
Tera Contributor

ServiceNow CSM Portal Access & Registration

  • The self-registration feature enables new customer contacts to submit registration requests through the customer portal.
  • A customer contact can submit a registration request using a valid registration code.
  • The request is then sent to the customer administrator of that account for approval.
  • The request is either accepted or rejected. If accepted, a new account is created, and the customer contact gets an email with a user ID and a temporary password. 
  • When logging in to the portal for the first time, the customer contact needs to change the temporary password. 
  • If rejected, the customer contact gets an email notification.
  • If a request is submitted with an incorrect registration code, a notification message appears "Invalid Registration Code” on the form.

 

Category

Requirement ID

Team Focus

Requirement Description

ServiceNow CSM Portal Access & Registration

REQ-CP-001

Customer

As a Standard and Premier customer, I should be able to self-register for logging into the customer service portal using a unique registration code.

ServiceNow CSM Portal Access & Registration

REQ-CP-002

Customer

As a Restricted customer, I should not be able to self-register and must contact my account manager for portal access.

ServiceNow CSM Portal Access & Registration

REQ-CP-003

Customer

Upon successful approval of a self-registration request, I want to receive an email with a user ID and temporary password.

ServiceNow CSM Portal Access & Registration

REQ-CP-004

Customer

On first login, I should be prompted to change my temporary password and set up multi-factor authentication.

Portal Functionality

REQ-CP-005

Customer

I want to access the Customer Service Portal to create & track cases and find self-help information for any enquiry.

Security & Access Control

REQ-CP-006

Customer

I want secure login credentials and role-based access control to ensure only authorised users can access account-related data.

UI/Branding

REQ-CP-011

Admin

The CSM Portal must be FBAU branded (Fujifilm logo, green ribbon), and homepage links must include Privacy Policy, Terms and Conditions, Disclaimer, Resource Library, Feedback, and Contact Us.

Feature Configuration

REQ-CP-007

Admin

As an administrator, I should be able to define visible features based on customer types (e.g., Payments & Invoices, Meter Readings, Service Requests, etc.).

Feature Requests

REQ-CP-008

Customer

As a Standard or Premier customer, I should be able to request additional features not enabled by default.

1 ACCEPTED SOLUTION

Roshnee Dash
Tera Guru

Hi @anandnaikk1 

RoshneeDash_0-1751878130113.png

Does your custom register something like this

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Stay awesome,
Roshnee Dash

View solution in original post

7 REPLIES 7

GlideFather
Tera Patron

Hi @anandnaikk1,

what have you tried and where have you gotten stuck?

This registration I think shall be available at /csp portal. Let me know what you have and where did you get stuck

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/* If my response wasn’t a total disaster ↙️ drop a Kudos or Accept as Solution ↘️ Cheers! */


I have followed this steps, but unaable to execute , actually i'm new to CSM module. Help me with the requirmenet i have shared. with explanation.

Randheer Singh
ServiceNow Employee
ServiceNow Employee

You can consider using ServiceNow External User self registration feature.

https://www.servicenow.com/docs/bundle/yokohama-platform-security/page/integrate/authentication/conc...

Thank you.