TABLE OF CONTENTS

What are Registration Portals?

Registration Portals are a way for Subjects to initiate, and pay for, their own Cases. This is an alternative to the Add Case button that Agents use to start a Case.

What do Registration Portals Consist of?

Registration Portals consist of:

  • a Unique URL - This is the link that the Subject would use to complete a Registration Portal. This can either be sent to them or added  to your website.
  • Customer Logo - There is the option to add your logo to a Registration Portal. To arrange this contact a member of the Personnel Checks team.
  • Intro Text - This is fully customisable text that introduces the Subject to the Registration Portal and explains what to do.
  • Account Creation - Where the Subject either logs in with their existing account, or creates a new account to proceed
  • Payment - Where the Subject pays for the Case
  • Outro Text - This shows before the Subject begins the case. It is fully customisable, and a good place to mention any extra steps the Subject needs to take.
  • Confirmation Email - The Subject will then receive a payment confirmation email, and an email with a copy of the Outro Text and a link to log in and proceed, should they wish to come back to the Case at a later date.

Creating a Registration Portal

To create a Registration Portal:

  • Ensure the account has the Registration Portal Entitlement
  • Navigate to the Registration Portal tab on the Process
  • Create a new Registration Portal
  • Enter the intro and outro text, choose the segment (if applicable), and customise the URL ending if applicable
  • Save
  • You can now use the URL for Subjects to begin the Process.