Managing Registration and Reminder Preferences

Channel administrators can define channel-wide preferences for registration including customer approval as well as for password reminder behavior. For the corresponding concepts, see Customer Approval and Password Reminder.

Managing Customer Approval Preferences

To enable/disable customer approval processes:

  1. Select the management context from the context selection box, then select Preferences.
    This displays the Preferences overview page.
  2. Select Registration and Reminder Preferences.
  3. Expand the section Customer Approval Preferences.
    This displays the details for customer approval processes.
  4. For each customer type, select the Customer Approval checkbox to enable the customer approval process.
    To disable the customer approval process for a customer type, deselect the corresponding checkbox.
  5. Click Apply to save your settings.
    Otherwise, click Reset to discard your changes.

Managing Approval Request Recipients

The Customer Approval Preferences section displays a list of Intershop Commerce Management users who receive the customer approval request e-mails once you have selected a customer type, see Managing Customer Approval Preferences. To manage these users:

  1. Select the management context from the context selection box, then select Preferences.
    This displays the Preferences overview page.
  2. Select Registration and Reminder Preferences.
  3. Expand the section Customer Approval Preferences.
    This displays the details for customer approval processes.
  4. To add a user to the approval request recipients' list, click Add.
    This displays a list of all related Intershop Commerce Management users.
  5. Select the intended user and click Add.
    The user is now set to receive customer approval requests.
  6. To remove a user from the approval request recipients' list, select the corresponding checkbox and click Remove.
    The user is immediately set to no longer receive customer approval requests.

Managing Password Reminder Preferences

To manage preferences for password reminder e-mails:
  1. Select the management context from the context selection box, then select Preferences.
    This displays the Preferences overview page.
  2. Select Registration and Reminder Preferences.
  3. Expand the section Password Reminder Preferences.
    This displays the details for password reminder e-mails.
  4. For both, Password and Username Reminder E-Mail, provide an E-Mail From address, a subject and a valid e-mail template.
  5. Specify how long (in hours) the password reminder link should remain active. If left empty or set to zero, the link remains active for an unlimited period.
  6. Click Apply.
Note:
The e-mail template has to be uploaded into the Intershop Commerce Management file system by your system administrator. Also, the system administrator has to configure the SMTP server so that e-mail notifications can be sent.

Managing Password Retrieval Preferences

To manage preferences for password retrieval e-mails:
  1. Select the management context from the context selection box, then select Preferences.
    This displays the Preferences overview page.
  2. Select Registration and Reminder Preferences.
  3. Expand the section Password Retrieval Preferences.
    This displays the details for password retrieval e-mails.
  4. Provide an E-Mail From address, a subject and a valid e-mail template.
  5. Click Apply.
Note:
The e-mail template has to be uploaded into the Intershop Commerce Management file system by your system administrator. Also, the system administrator has to configure the SMTP server so that e-mail notifications can be sent.
For information on how to send password retrieval mails, refer to Sending Password Retrieval Mail.

Managing Security Question Preferences

The Security Question section allows to enable or disable security questions for a channel. To do so:
  1. Select the management context from the context selection box, then select Preferences.
    This displays the Preferences overview page.
  2. Select Registration and Reminder Preferences.
  3. Expand the section Security Question Preferences.
    This displays the details for security question preferences.
  4. Use the checkbox Security Question Enabled to enable or disable security questions for the current channel and click Apply.

Managing User Registration E-Mail Preferences

To manage preferences for user registration e-mails:
  1. Select the management context from the context selection box, then select Preferences.
    This displays the Preferences overview page.
  2. Select Registration and Reminder Preferences.
  3. Expand the section User Registration E-Mail Preferences.
    This displays the details for user registration e-mails.
  4. Provide an E-Mail From address, a subject and a valid e-mail template.
  5. Click Apply.
Note:
The e-mail template has to be uploaded into the Intershop Commerce Management file system by your system administrator. Also, the system administrator has to configure the SMTP server so that e-mail notifications can be sent.

Managing B2B User Registration E-Mail Preferences

To manage preferences for B2B user registration e-mails:
  1. Select the channel from the context selection box, then select Preferences.
    This displays the Preferences overview page.
  2. Select Registration and Reminder Preferences.
  3. Expand the section B2B User Registration E-Mail Preferences.
    This displays the details for B2B user registration e-mails.
  4. Provide an E-mail From Address, an E-mail Subject and a valid E-mail Template.
    Via E-mail Delivery Time, you can specify when the registration e-mail should be sent:
    • On registration (default): Sends the e-mail at the time of user registration, regardless of the user's active status.
    • On first user activation: Sends the e-mail as soon as the user is set to active for the first time.
  5. Click Apply.
Note:
The e-mail template has to be uploaded into the Intershop Commerce Management file system by your system administrator. Also, the system administrator has to configure the SMTP server so that e-mail notifications can be sent.

Managing Login Preferences

The Login Preferences section allows to configure the login type used for a channel. To set the login type:
  1. Select the management context from the context selection box, then select Preferences.
    This displays the Preferences overview page.
  2. Select Registration and Reminder Preferences.
  3. Expand the section Login Preferences.
    This displays the available login types. For more information on the available login types, refer to Login Types.
  4. Select the preferred login type and click Apply.
    Note:
    Changing this preference affects the behavior of several pages in Intershop Commerce Management and in the storefront. If the setting is changed from e-mail to username, the e-mail address is used as username until the user changes it.