Dashboard - Pre-Registration Detail

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Account Registration

This section applies only to organizations using the simplified account pre-registration option.


Pre-registration Auto E-mail

This setting controls whether users receive an email when their account is created through Account Registration in the administrator panel.

  • ON: An email is automatically sent to notify the user of their new account registration.

  • OFF: An automatic registration notification email is not sent.

Recommended default setting: ON, so users are notified when their account is registered.


Acc# Length

This setting specifies the maximum number of characters allowed in an account number created through Account Registration in the administrator panel.

Recommended setting: Match the maximum length used by your organization’s account numbering system.


Acc# Format

This setting controls which characters are allowed in account numbers created through Account Registration in the administrator panel.

Choose the format that matches your organization’s account numbering system:

  • String: Letters only. Numbers and special characters are not allowed.

  • Number: Numbers only. Letters and special characters are not allowed.

  • AlphaNumeric: Letters and numbers. Special characters are not allowed.

  • Other: Any characters are allowed, including letters, numbers, and special characters.

Recommended setting: Select the format defined by your organization’s account numbering requirements.


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