Article verified for Release 14.2 on May 26, 2025.
YouTestMe supports several registration methods to help administrators and organizations onboard users efficiently. These include:
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Manual registration – Admins can create user accounts directly in the system.
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Self-registration – Users can register themselves through a public form (if enabled).
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Registration links – A powerful option allowing users to register using a unique URL that automatically assigns them predefined roles, group memberships, and training courses.
This article explains how to use registration links in YouTestMe to streamline user organization by assigning roles and group memberships automatically during registration.
Registration links
By using the registration links, users can create their profiles and are automatically added to a predefined user group. As a result, they gain access to any tests or training courses assigned to that group and are automatically granted a predefined role. This streamlines the management of user roles and assignments.
Note: If registration requires a manager’s approval, users will still submit their registration request using the registration link. Even before approval, the user will appear as a member of the user group specified by the link configuration. However, if you view the user’s profile, their status will be shown as Pending until the registration is approved.
Creating registration links
To create a registration link, navigate to the “Users module“, select “User Profiles“, and then go to “User Settings“.
In the User Settings tab, select the “Registration Links” option and click the “Create new” button.
You will be prompted with the “Create New Registration Link” dialog, which includes three tabs for defining the registration settings:
- Information: In this tab, you need to:
- Define the registration link name and description.
- Generate the registration path (URL).
- Memberships: In this tab, you need to define the:
- Role: Select the role to be automatically granted to users registering through the link.
- Group to Join as Member: Choose the user groups the registrant will join as a member.
- Group to Join as Manager: Select the user groups the registrant will manage.
- Training Courses to Join as a Candidate: Assign training courses that will automatically be available to the user.
- Expiration Time: Set the validity period of the link, defining how long it will remain active for user registration.
- Page Layout: Choose the fields to display on the registration page when users access it via the link.
Click the Save button to add the registration link.
Navigating the Registration Links Tab
Available Actions on the Registration links page are:
- Copy the link path: Allows you to copy the registration link to share with users in an invitation email.
- Edit registration link: Allows editing the registration link.
- Delete registration link: Permanently delete the registration link.
Using the registration links
When users access the registration link, they are redirected to a registration form where they must complete the required fields defined in the layout settings of the registration link.
When users click the “Register” button, they will either gain immediate access to their accounts or, if registration requires manager approval, their request will be submitted for review and must be approved before access is granted.
A user who registers via the registration link will automatically become a member of the user group selected during the link’s creation and will gain access to the assigned training courses.
To conclude, the registration process via registration links ensures a seamless experience for new users. It facilitates the effortless creation of user accounts with predefined roles, groups, or training courses, thereby simplifying the onboarding process and improving user efficiency.
