How to add and configure the registration wizard
The registration wizard determines the registration procedure for new clients in the B2Core UI, as well as the information the clients are prompted to provide during registration.
You can add several registration wizards in order to configure separate registration procedures, for example, for individual and corporate clients.
Add and configure the registration wizard:
Navigate to System > Wizards.
On the Wizards page, click +Create in the upper-right page corner.
On the Create wizard page, fill in the following fields:
In the Name field, enter the wizard name, such as Corporate or Individual. The wizard name is displayed to clients as the name of the registration option on the Sign up page in the B2Core UI.
In the Type dropdown, select Registration.
In the Default dropdown, select:
Yes — to mark the wizard as the default registration wizard. The default wizard is displayed as the first registration option on the Sign up page in the B2Core UI if more than one registration wizard is configured.
No — to display the wizard following the default one on the Sign up page in the B2Core UI if more than one registration wizard is configured.
Click Save to add the wizard.
In a wizards list, find the added registration wizards, and click Edit.
In the Description field on the Wizard tab, optionally enter a short description of the registration procedure or any other helpful information that clients should know before they start registration. The description is displayed under the wizard name on the Sign up page in the B2Core UI.
To configure the registration procedure steps, go to the Workflow tab.
By default, the following three steps are configured and placed in the order in which they are performed during registration:
Step 1: Captcha Check — a client is prompted to pass a CAPTCHA test. Only Google ReCaptcha is supported.
The step is required and can’t be removed from the workflow, but you can choose to enable or disable the use of ReCaptcha on the Sing Up page (for details, refer to How to enable or disable Google ReCaptcha).
Step 2: Basic Information — a client is prompted to fill in the required personal information, such as an email address, first and last names, phone number, address, and password for accessing their profile in the B2Core UI.
To view a list of pre-defined fields added for the Basic Information step, click the Edit button located in the step row, and go to the Custom fields tab. Enable the fields that you want clients to fill in during registration and disable the others.
In addition to the pre-defined fields, you can include custom fields (for details, refer to How to add custom fields for the Basic Information and Advanced steps).
Step 3: User Registration — a client is registered in B2Core and assigned the client type and initial verification level (for details, refer to How to configure the User Registration step).
To include additional steps in the registration procedure, click +Add.
In the Add workflow popup, select the step type. The possible steps:
Client Type — a client is prompted to select the profile type, such as individual or corporate.
Email Confirmation — a client is prompted to confirm the email address entered during registration with a verification code sent to that email.
New Phone Confirmation — a client is prompted to confirm the phone number entered during registration with a verification code sent to that number.
Advanced — a client is prompted to provide extra information by filling in the custom fields added specifically for this step.
Click Save to add the selected step to the registration procedure. The step is added to the steps list based on the order that is predefined for each step.
After completing the configuration of the registration procedure steps, go to the Wizard tab.
On the Wizard tab, enable the wizard by selecting Yes in the Enabled dropdown.
Click Save to apply the changes.
After enabling the wizard, the corresponding registration option is displayed to clients on the Sign up page in the B2Core UI.
The image below shows an example of the the B2Core UI Sign up page enabling new clients to select the Individual or Corporate registration option.
How to add custom fields for the Basic Information and Advanced steps
The Basic Information and Advanced steps can include custom fields that you want clients to fill in during registration.
Add custom fields or modify settings of the existing fields as follows:
Navigate to System > Wizards.
In a wizards list, select the registration wizard, and click Edit.
Go to the Workflow tab.
Click the Edit button located in the Basic Information step or Advanced step row.
Go to the Custom fields tab.
To add a new field, click +Add.
To modify the field settings, click the Edit button located in the field row.
Go to Main field settings and configure the following settings:
In the Type dropdown, select the field type. The possible options:
input — the text input field.
group — the group that contains one or more fields of various types.
passwordButton — the text input field for entering a password. The show and hide input button is displayed for this field.
radio — the radio button that enables clients to select one option from a predefined list.
select — the single select field that enables clients to select only one option from a predefined list.
multiselect — the multiple select field that enables clients to select one or more options from a predefined list.
boolean — the boolean input field that enables clients to mark it as true or false.
date — the field for entering or selecting a date.
phone — the field for entering a phone number based on a predefined format.
For a field of the group type, add a list subfields in the Sub fields section.
For a field of the radio, select, or multiselect type, add a list of predefined options in the Field options section.
In the Enabled dropdown, select Enabled to display the field during registration.
Go to Field attributes and specify the following attributes:
In the Label field, enter the field caption. The field caption is displayed on the Sign up page in the B2Core UI.
In the Label hint field, optionally enter the hint that is displayed under the field on the Sign up page in the B2Core UI.
In the Name field, enter the field name used in the Back Office. Only Latin characters, digits, and underscores are allowed.
In the Rules dropdown, select one or more rules for filling the field, such as the following:
required — indicates that a field is required. The required fields are marked with an asterisk (*).
email:rfc,spoof,strict — indicates that an email address must be entered in a field.
unique_active_email — indicates that an email address must be unique and valid. This means that two or more clients can’t be registered with the same email address.
password_length — indicates that a password must be of a certain length.
password_content — indicates that a password must include certain characters.
same:password — applies to only the password confirmation field and validates that passwords entered in the password and password confirmation fields are the same.
phone:AUTO — validates that a phone number matches a predefined format.
To apply no filling rules to a field, leave the Rules field empty.
Note
The list of field attributes depends on the selected field type and can include other attributes apart from the attributes listed above.
Click Save to apply the changes.
To reorder the added fields, drag and drop them in the required order.
Make sure that all the fields that you want clients to fill in during registration are enabled. The disabled fields aren’t displayed on the Sign up page in the B2Core UI.
How to configure the User Registration step
At the User Registration step, clients are registered in B2Core and assigned the initial verification level.
It is possible to select the client type and verification level that are assigned to clients after registration. This may be useful when you configure two separate registration procedures for individual and corporate clients and want to assign different initial verification levels to such clients.
Select the client type and verification level assigned to clients after registration:
Navigate to System > Wizards.
In a wizards list, select the registration wizard, and click Edit.
Go to the Workflow tab.
Click the Edit button located in the User Registration step row.
Go to the Settings tab, and fill in the following fields:
In the Register As dropdown, select the client type that is assigned to clients after registration. The list includes all the enabled client types configured on the Clients > Types page.
In the Verification Level dropdown, select the initial verification level that is assigned to clients after registration. The list includes all the verification levels configured on the Verification > Levels page except for the default verification level to which the zero (
0) index is assigned.If no verification level is selected in the Verification Level dropdown, the default verification level is assigned to clients after registration.
Click Save to apply the changes.