This article explains how to control customer self-registration within Thulo Cloud and the implications for your customer onboarding process.
Enabling/Disabling Customer Registration:
- Navigate to Setup within Thulo Cloud.
- Go to Settings and then Customers.
- Locate the option "Allow clients to register".
- Choose "Yes" to enable customer registration, or "No" to disable it.
Customer Registration Process (if enabled):
- If enabled, customers can self-register by visiting your Thulo Cloud installation's base URL
Important Notes:
- When customer registration is disabled, you can only add customers manually from the Thulo Cloud admin area.
Benefits of Enabling Customer Registration:
- Simplified Customer Onboarding: Allows customers to register and potentially access self-service options within the customer area.
- Reduced Administrative Burden: Lessens the need for manual customer creation by your team.
Considerations for Enabling Customer Registration:
- Security: Ensure you have strong password policies and security measures in place.
- Customer Support: Be prepared to offer support for customer registration and potential issues within the customer area.
By effectively managing customer registration in Thulo Cloud, you can streamline your customer onboarding process, improve accessibility, and balance convenience with security measures.