Enable signup for

ohb_admin · August 6, 2024, 5:29pm

I want my customers to be able to signup on my portal themselves (with a default role). How can this be achieved?

Presently, there’s no option to register on the home/login screen.

NCP · August 6, 2024, 5:32pm

Please check it.

If “Disable signups” then enable it from the website settings.

And if you want to set the default role for the portal then set it in the Portal Settings.

volkswagner · August 6, 2024, 5:34pm

In addition to what @ohb_admin pointed out, please realize, sign up is disabled by default because you’ll get spammers trying to sign up.

ohb_admin · August 7, 2024, 5:15am

Thanks for the details @NCP and @volkswagner.
I am able to enable the signup option now. However, I still have another doubt. I wish to give the users an option to signup as either a buyer or a seller. With this, I wish to then map the default roles and permissions. Can you please help in assisting how this can be achieved.

NCP · August 7, 2024, 5:23am

No … !

ohb_admin · August 7, 2024, 7:31am

@NCP To achieve the use case I talked about in my previous reply, is building another layer over ERPNext’s API the only way?

Additionally, the roles and permission don’t seem to be very friendly in nature. I am having a tough time in creating a role with which a user can perform CRUD operations on an RFQ (Request for Quotation). Can you please assist me in understanding what is the best way to handle such requirements?