How to set up a custom registration flow

In this article:

• Introduction
• Registration flow steps
• Configuration steps
  • Create a registration form
  • Configure the register button on Kadanza
  • Configure the approval flow

Introduction

To allow users from outside a Kadanza customer's organization to request access to a Kadanza tenant, we have created the Custom Registration Flow. This feature enables people like photographers, reporters, or members of external marketing teams to ask for and get access to the Media Library or Templates. An admin will review and approve the registration request before granting access. This makes it easy for external users to get permission to use the necessary resources.

Registration flow steps

1. Configure a registration form and activate it from the Admin Console
2. On the tenant login page, there is a visible "Request Access" button available to any guest user
3. When a user clicks the button, they are directed to a web form
4. The user fills out the form and submits it. After submission, an email is sent to the tenant admin
   1. In the email received by the tenant admin, there is an "Invite user" button visible
   2. Alternatively, the tenant admin opens an Excel file and finds a link to "Invite user" within it

5. When the Tenant Admin clicks the link, the invitation for the user will be pre-filled with all the selected user groups. The Admin only needs to click on the "Send Invite" button.
6. The user receives an invitation to join Kadanza. They can then create their account if they are new to Kadanza, or if they already have a Kadanza account, they can simply access the tenant using their existing credentials.

Configuration steps

The following steps need to be taken in order to configure the Custom Registration Flow:

1. Create a registration form

• Build a form using a platform such as Google Forms, Office Forms, or a low-code solution like Retool. This form will capture the necessary information from the user.
• Configure the form to trigger an automatic email notification to the approver whenever a form submission occurs. This email should include the relevant details from the submitted form.
• In the confirmation email or the Excel file where the form responses are recorded, construct a dynamic URL using the defined pattern. The URL structure should be as follows:
  • Basic url structure: [tenantdomain] - en/ac/users?userEmails=
  • Append the email query parameter (string) from the form submission to the URL (the users email address)
  • Append the usergroups query parameter, which should be a comma-separated list of user group IDs, also obtained from the form submission

The user group IDs can be found in the URL of the "User Group" detail page of a usergroup (after =).

2. Configure the register button on Kadanza

• Enter the button label & URL to the custom form you have built.

3. Configure the approval flow

• Document the approval flow structure
  • Comma-separated list of email addresses
  • Comma-separated list of user groups (these are IDs that can be found in the Admin Console)