User Manager/4/User Signup

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< User Manager‎ | 4
Revision as of 16:41, 20 January 2010 by Girts (talk | contribs) (New in version 4.x)
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Usually user accounts are created by customers. But users can also sign-up by filling in the sign-up form. This feature is available since version 4.5 (2.9.31 in old version of User Manager).

Setup

User sign-up can be enabled per customer. I.e., some customers can allow it while others don't.

Sign-up is disabled by default. To enable it several requirements must be met:

  • Configuration in customer section of the customer web-page:
    • Customer must have public ID
    • If users access sign-up page from a local address which is not accessible from outside (global Internet) and use payment to buy profile which is not free customer must have public host address configured. This address is needed by PayPal and Authorize.Net, payment response will be sent to it
    • The customer should have email address specified. Email will be send to users who sign up (if the user specifies his/her email address) using this as from-address
  • Configuration in Signup setting tab of the customer web-page:
    • The customer must enable sign-up by checking the "Signup allowed" box. This box is also available in customer detail form
    • Signup email subject and body can be personalized. There are defaults defined, but one can customize them. However there are constant strings (will be replaced by actual values) that must be present within the message body. See sign-up email body field definition
  • Other conditions:
    • Customer must have at least one profile - can be with price or without it (free profile)
    • The subscriber must either have at least one payment method enabled and configured or have free profile which does not require payment
    • SMTP-server should be specified. It can be done via console, under /tool email, command "set server=xxx.xxx.xxx.xxx". This SMTP server will be used to send email reminding user's account data. Users can however log on to the HotSpot after a successful payment without receiving this email

Sign up steps

User sign-up can divided in following steps:

  • Customer configures required parameters (described above);
  • User creates an account:
    • User opens sign-up page URL in the browser
    • User fills in the sign-up form
    • User chooses profile
    • User chooses payment method
    • An inactive account is created for the user
  • User activates the account in one of the following ways:
    • If the profile is free, account is activated automatically
    • If the profile has a price, payment must be made:
      • User is redirected to Payment Gateway
      • The payment is being processed
      • Payment gateway sends response (was the payment successful or not) to User Manager router
      • The account gets activated (if the payment was successful);
  • User can start using services. Status check and setting change can be done in the user web-page.

New in version 4.x

  • It is possible to sign up using free profile without payment
  • Signup page design customization (since version 4.6)
  • No user prefix used
  • Each customer can change its own signup settings in Signup setting tab without need of subscriber (root customer) intervention