NetX can be configured to allow users to self-register a user account. NetX supports two methods of self-registration:

  • Automatic: users can create their own account and gain immediate access.
  • Approved: users can create an account that requires approval before access is granted.

This article covers user self-registration in the NetX user account system. If your site is using an alternate authentication method, such as SAML or LDAP, this process will not create a new user account in those systems.

Automatic access

Registering a new account

  1. Navigate to NetX's login screen.
  2. Click Create new account
  3. Fill the form with identifying information such as your name and email address.  
  4. Enter a new username and password. These will be your credentials to log in to the application in the future.
  5. Click Create account. You will automatically navigate to the NetX dashboard. If you're new to NetX, see Getting Started for help on what to do now that you've logged in.

By default, NetX passwords must consist of at least 8 characters. However, your administrator may have customized more strict password parameters.

Approved access

Registering a new account

  1. Navigate to NetX's login screen.
  2. Click Create new account
  3. Fill the form with identifying information such as your name and email address.  
  4. Enter a new username and password. These will be your credentials to log in to the application in the future. 
  5. Click Create account. A notification will display indicating that administrator approval is required.
  6. A notification email will be sent to the designated approver, who will notify you when your account has been activated.
  7. Once your account is activated, navigate to the NetX login screen and use the credentials created with your user account to access the application. If you're new to NetX, see Getting Started for help on what to do now that you've logged in.

By default, NetX passwords must consist of at least 8 characters. However, your administrator may have customized more strict password parameters.

Approving a self-registered account

  1. Once a user registers, a notification email is sent to a designated approver. Click the Login button in the notification email to launch NetX.
  2. Log in with your administrator or director-level account.
  3. Navigate to the Users tab of the Systems area.
  4. Adjust the new account's user level. This will grant that user access to the application with all of the privileges and limitations of their assigned user level. This is also a good time to add the user to any necessary groups. For more information on user management, see managing users.
  5. Notify the new user of their new access status. Their contact email address will be listed along with their user in the Users tab.