Customer creating their own accounts question

[Terry Dance]

We wanted to stop external customers from being able to create their own portal account when accessing our portal, so we disabled the "Allow portal-only accounts to be created for new customers accessing the help center", but we still have the "Allow customers to create accounts" option turned on so "unregistered" customers emails will still be actioned.

The issue we now have is that is that when we want to add a new customer to an organisation, we get an error due to the "Allow portal-only accounts" option being disabled. We can temporarily turn this on, create the customer, then turn it off again.

Is there a way we can still have the customers unable to create their own portal account being disabled, while we can create customers ourselves without having to turn the option on then off again?

[Marc Koppelaar - Devoteam]

Hi @Terry Dance 

Yes, you can, you can just add external users via the customer option, you just require there email address.

[Terry Dance]

When the "Allow portal-only accounts to be created for new customers accessing the help center" option is disabled, it blocks customer creation in that way, and through the organisation.

We can just switch it on and off to get around the error, but theres got to be a better way?

[Marc Koppelaar - Devoteam]

Hi @Terry Dance 

You can also leave the "Allow portal-only accounts to be created for new customers accessing the help center" enabled, but only let set domains you would like to create there accounts.

example

[Terry Dance]

We have that switched off as we don't want people creating their own accounts.

[Marc Koppelaar - Devoteam]

Hi @Terry Dance 

If you allow requests to be raise via email you can't circumvent this, as the email option is there so unregistered customers can create an issue, they will be registered upon issue creation via the email.

So if you really only want accounts to be created, you need to disable the email option to raise a request.