Approving Requests for Consumer Onboarding Registration
The onboarding requests for a user or an organization with user is tracked in the following ways:
If the user has specified an existing organization in the
CentraSite registry, the Consumer Onboarding request is visible in the details page of the organization that is configured in the specified organization's
Consumer Onboarding policy.
If the user has specified an organization that does not exist in the
CentraSite registry, the organization with Consumer Onboarding request is visible in the Default Organization's details page.
If the user has not specified any organization, the Consumer Onboarding request is visible in the details page of the organization that is configured in the
Global Onboarding policy.
Users with the Manage Organizations system-level permission (such as the users with the role CentraSite Administrator) can view and approve onboarding requests for any organization. Users with the Organization Administrator organization-level role for a given organization can perform view and approve onboarding requests on that organization.
For more information about roles and permissions, see Getting Started with CentraSite.
To view and approve consumer registration requests
1. In CentraSite Business UI, display the details page for the organization whose user registration request you want to review and approve.
2. You will see the pending user registration requests in the description area of the Basic Information profile, for example, N user registration requests are pending. If there are no pending approval requests for the organization, this is displayed as 0.
3. Click the hyperlinked number N to open the Pending User Registration Requests dialog. This dialog contains a list of all requests that have been submitted for the particular organization, including requests that were auto-approved.
4. Choose the user registration request that you want to review and approve by clicking its hyperlinked name.
The details for the request will appear in the User Registration Requests dialog.
5. In the Comment text box, type a comment. For example, "Request rejected. Add required specifications to this user and resubmit".
6. Click the Accept or Reject button as appropriate to approve or reject the request.