Admins learn how to configure system settings so that new users are automatically assigned to a newly auto created case.
Opening the setup page
The first step is to open the Systems Setup page.
- Log in to the admin account.
- Locate an app on the Apps page and click the ADMIN button.
- Click the Systems tab and then SYSTEM SETUP on the submenu.
- Scroll down to the USER SIGNUP heading.
Configuring system settings
- Set the Allow Signup and Auto Create Case drop-down menus to On.
- Click the role menu and choose an option (default is recommended).
- Copy and share the Public User Signup link.
Sending the link
Each user that clicks the link and completes the signup triggers the platform to generate a new case on the Cases page and auto-assigns the user in that case.