Users - Registration process

User registration is a two-stage workflow:

1. The user proves ownership of their email address (Identity confirmation).
2. An Administrator provisions the user inside Trade Control (Usr.tbUser) and assigns roles.

This page is written for end-users, support/Admins, and for an AI-agent to troubleshoot registration states.

Prerequisites

Normal registration depends on email sending.

Before users can register, an Administrator must configure and activate an SMTP profile:

• Admin Manager – Mail Host

Process overview (state diagram)

stateDiagram-v2
    direction LR

    [*] --> RegisteredIdentity : User registers (Identity user created)

    RegisteredIdentity --> EmailSent : Confirmation email sent
    EmailSent --> Confirmed : User clicks confirm link<br/>(Identity EmailConfirmed = true)

    Confirmed --> AdminReview : Admins notified<br/>(New registration request)
    AdminReview --> Registered : Admin creates Usr.tbUser<br/>(Registered = true)
    Registered --> RolesAssigned : Admin assigns roles<br/>(Administrators / Managers)
    RolesAssigned --> Active : User can sign in<br/>(RequireConfirmedAccount)

    RegisteredIdentity --> Deleted : Admin deletes registration
    Confirmed --> Deleted : Admin deletes registration
    Registered --> Deleted : Admin deletes user

Step-by-step: end-user journey

1) Register

The user registers using their email address and password.

Expected outcome:

• The Identity user is created.
• A confirmation email is sent.
• The user is prompted to check their inbox.

2) Confirm email

The user opens the confirmation email and selects Confirm email address.

Expected outcome:

• The user is taken to the home page page.
• Their Identity email is marked confirmed.

3) Admins are notified

After email confirmation succeeds, Trade Control notifies Administrators that a registration is awaiting processing.

Expected outcome:

• Admins receive a “New registration request” email.

• In Admin Manager > Users, the entry appears as:

  • Confirmed: Yes
  • Registered: No

Admin provisioning step

Email confirmation proves email ownership. It does not create the internal user record.

An Administrator must:

• Create the user in Usr.tbUser.
• Assign roles.

See:

• Admin Manager - Users

Common issues

No confirmation email received

Common causes:

• No active Mail Host is configured.
• SMTP settings are incorrect (host/port/auth/password).
• The email is in junk/quarantine.

Actions:

• Validate SMTP using Mail Host > Test Email.
• Check Event Logs for mail send errors.

Confirmed user cannot sign in

Cause:

• Confirmed is complete, but Registered is not complete (Usr.tbUser has not been created yet).

Action:

• In Admin Manager > Users, select Create for the registrant.

Confirmation button not visible in Outlook

Cause:

• Outlook can ignore CSS classes and some modern HTML email styling.

Action:

• The email template should use an Outlook-safe (table + inline styles) button and include the raw URL as a fallback.