Navigation Menu: Settings > Customer Portal > Portal Functionality


For best results, use Google Chrome when working in the platform


Overview: Settings and customer sign up options can be configured by the Cloud reseller.


OPTION
MEANING
Require email validationEnsure end user email addresses are valid.
Require address fieldsIn the sign-up form, make address fields required. By default, they are optional.
Require EULA acceptanceIn the sign-up form, require end users to accept an end-user license agreement (EULA). By default, this option is disabled.
Automatically approve new customers to initiate Test DrivesApprove new Test Drives immediately. When this option is disabled, new Test Drives require approval in Settings > Approval requests.

Automatically approve new customers to initiate subscriptionsApprove new subscriptions immediately. When this option is disabled, new Test Drives require approval in Settings > Approval requests.

Green list domainsList of approved email domains. End users with addresses at these domains can sign up for Test Drives and subscriptions. If you leave this field blank, all end users can sign up, unless they are listed in the red list.
Red list domainsList of forbidden email domains. End users with addresses at these domains cannot sign up for Test Drives and subscriptions.
Signup formUse the default sign-up form text or specify custom text. Sample custom text: {linkStart}<license URL>{linkEnd} {linkStart}<login URL>{linkEnd}