External User Register page

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About this page

This page is used by people outside your institution (not already a user in RME)  to request external access to RME. This is an externally-facing page so that any public user with the link can access it.  The link can be published directly in a webpage or portal, or be sent by email.  The Register page also displays if a user selects an option for external users in the Login page, such as Click here if you are an external user, followed by the Register link. For an example of the Login page links, see: Example Login page labels

In this publicly available webpage, those wishing to apply for external access enter an email address as the username, create their own password, and provide their details.

For an overview of this feature including a video, see: External User overview.

 

Register for external user access to RME

Users that are not recorded in the system can follow the steps below to request external access:

1.     Access the Register page (via direct link or the Login screen). If CAPTCHA is displayed, follow the prompts.

2.     Complete the fields in the page. The Register button will only be enabled when the Terms and conditions checkbox is ticked.

Default Field Label (alphabetically)

Description

Additional Notes

Any extra information entered in support of the request for external user access

Address Line 1, 2 and 3

Address details

Captcha

Only displays if CAPTCHA is configured

Click the CAPTCHA option, which may be a simple radio button or a visual quiz

This is designed to establish that a computer user is human, not an automated program or robot, in order to prevent spam. See: System Preferences

Confirm Email

Email address to confirm the value in the Email field

        Cannot copy and paste for security reasons

        Must exactly match to the value in the Email field

Confirm Password

Password to confirm the value entered in the Password field

        Cannot copy and paste for security reasons

        Must exactly match to the value in the Password field

Country

Country of the address, from a defined list

Source

Email

Mandatory

Email address provided as the person's username

        Must be in a valid email format, for example, it must include @ and a domain

First Name

Mandatory

Person's given name

Full Name

Automatically defaults to values in the Title, First Name, Middle Name and Last Name fields but can be changed

Person's entire name

Last Name

Person's surname

Middle Name

Person's middle name

Mobile Phone

Mandatory

Person's mobile phone number

ORCID iD

Person's ORCID identifier

If you don't capture ORCID details in RME, you can customise the Page Views to hide this field.

Organisation

Mandatory

Lookup to search for and select an organisation

If the organisation is not listed in RME, add a new one in the Organisation (New) field

Organisation (New)

Name of the new organisation not already listed in RME

Password

Password the user will use to access the system

        Must comply with validation rules defined in External User Preferences, such as a minimum length, mix of alpha and numeric characters

Postcode

Postal or zip code of the address

Purpose

Type of external user or reason for the external user request, from a defined list options:

        Researcher

        Supervisor

        Applicant

        Examiner

        Other

Source

State

State, region or province of the address

Suburb

Suburb or town within a country of the address

Terms and conditions

 

Default text: I agree to the institution’s terms and conditions

Checkbox to agree to the institution’s terms and conditions

The Register button in this page will not be enabled until this is checked.

You can include a URL to a website with your institution’s applicable terms and conditions in  External User Preferences

Title

Person's title, such as Mr, Ms, or Dr, from a defined list

Source

Work Phone

Person's work phone number

 

3.     When the Register button is clicked, details are validated to ensure that the email address is in a valid format, the email is not already used as a username in the system, and that the password complies with defined validation rules.

4.     An External User Email Confirmation email is sent to confirm the entered email address. Open the email and follow the instructions to confirm the email address in a webpage.  The mechanism to confirm an email is only valid for a limited time, defined in Email token expiry (minutes) in  External User Preferences. If the email is not confirmed within this time limit, a message displays in which another email can be generated. Administrators can also re-send the confirmation email from a button on the External User record. See: Re-send an Email Confirmation email

5.     Once the email is successfully confirmed, a system message advises that the request is awaiting review and an email will be sent with the outcome. The details entered in this page will be populated in the External User record for administrators to review and either approve or reject. The Status of the request will be Pending Approval.

 

 Related topics

        External User overview

        External User search

        External Users record

        External User Preferences

        External User configuration

 

Product Key: Modules - External User Registration

Page ID: External_User_Register.htm