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07-04-2025 11:18 PM
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. |
Solved! Go to Solution.
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07-07-2025 01:49 AM
Hi @anandnaikk1
Does your custom register something like this
Stay awesome,
Roshnee Dash
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07-07-2025 01:49 AM
Hi @anandnaikk1
Does your custom register something like this
Stay awesome,
Roshnee Dash
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07-07-2025 04:39 AM
Yes
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07-07-2025 02:13 AM
For handling this kind of requirement, I’d suggest breaking it down into smaller parts start with setting up the correct business rules or flow designer logic. Once that’s stable, layer in any UI policies or client scripts you need. If you're facing a blocker on a specific step, feel free to share more details happy to help troubleshoot further!
You might also find this related thread helpful: Need to stop creating additional CI’s classes from discovery. It touches on breaking down configuration steps cleanly.