Customer contact self-registration on Business Portal

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • The self-registration feature enables new customer contacts to submit registration requests through the business 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. If an account has multiple customer administrators, they all receive the registration request, but only one approval is necessary.

    After the request is submitted, it goes through an approval process and 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 is asked to change the temporary password. If rejected, the customer contact gets an email notification.
    Note:
    If a request is submitted with an incorrect registration code, a notification message appears Invalid Registration Code.
    Figure 1. Customer contact self-registration form
    A self-registration form with various fields for customer contact information.

    The administrator creates a unique registration code for each account and stores it in the Registration Code field on the Account form. After the code is created, customer administrators can distribute the code to customers as needed.