Configuring Approval Workflow for User Registration
Before you configure the registration process, you need to:
Customize email notification templates. Use the default text provided or customize the text as needed. You can use pre-defined tokens as placeholders for specific information. For more information, see
Customizing Email Templates.
When a requester clicks Register on the API Portal landing page or clicks Log in and types the social login credentials, a registration request appears in the approver’s Pending Approvals page. If a requester submits another request while the first request is still pending, API Portal automatically rejects the second request. By default, users with the API Administrator role can approve or reject user registration requests. To include more users to the approval process, add the users to the pre-defined approver group, API User Registration Approvers. Or, create a new group and add the required approvers to the group and add the new group to the approval workflow.
To use approval workflows you need to:
1. Assign users as approvers by adding them to the approver group. Determine who in your organization reviews user registration requests, and approve or reject them. In the UMC, add users, who are to review and approve or reject registration requests, to the approver group.
2. Define the workflow approval process. In API Portal, specify that you want to require approval for all registration requests, and select at which points in the approval process. You can specify a user or a group of users to review the registration approval requests.
API Portal automatically approves registration in the following situations:
The
API User Registration Approvers group is not configured. For example, if the
API User Registration Approvers group has been renamed or deleted.
There are no users in the
API User Registration Approvers group.