Organization Settings: Members Tab
The Members tab controls how people join your portal and what they must agree to. Go to Setup > Manage > Organization Settings and open the Members tab.
Portal Security Settings
This section is host only. It identifies the CRM entities the portal uses for account-based security, and administrators do not see it. The fields are Account Entity, Contact Entity, Account Parent Field and User Entity. If one needs changing, contact your Magentrix representative.
Application Self-Registration Settings
Self-registration lets unauthenticated visitors sign up and become members.
| Field | Notes |
|---|
| Allow Self-Registration | The master switch. The next five fields appear only when it is on. |
| Default Role | The role assigned to users who self-register. Required for sign-up to work. |
| Bucket Account ID | The CRM Account new Contacts are attached to, since self-registration may create a Contact record. Required for sign-up to work. |
| Reuse Contacts by Email | Checks existing CRM contacts by email so registration does not create duplicates. |
| Enable Captcha | Adds word verification to the built-in registration form. |
| Custom Sign Up Page | A custom page for a tailored registration experience. |
| Custom Login Page | A custom login page. Always available, independent of the self-registration switch. |
Default Role and Bucket Account ID are both required. Enabling self-registration without them leaves sign-up broken, and the interface states this directly.
Custom sign-up and login pages must be shared with the Guest role, otherwise unauthenticated visitors cannot reach them. When building a custom login page, follow the platform's security guidance for login pages.
Site Terms and Conditions
Whether new community users must accept your terms at sign-up, and which pages are used.
| Field | Notes |
|---|
| User must accept Terms & Conditions | Prompts new community users to agree at sign-up time. |
| Terms & Conditions | Choose the built-in page, a custom Active Page, or a link to an external page. |
| Privacy | The same three choices for your privacy page. |
The page or URL field shown depends on the option you pick - a custom page selector for an Active Page, or an address field for an external link. Nothing extra appears if you use the built-in pages.
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