Configuration

Configuration manual for PageSeeder

Member management

The flows in this article provide context for emails sent when user accounts are being created or when members join groups:

  • Creating a member
  • Activating a member
  • Joining a group
  • Moderated groups

Member creation

There are two possible triggers for this flow:

  1. If users are able to create an account on PageSeeder directly  via /member/register [POST], they go through the self-registration process flow. For this template.properties must conatin publicEnable=self-register
  2. If users are NOT able to create an account directly on PageSeeder, an administrator can create one for them using /members [POST] - in that case the only difference with the flow described below is that the user initiating the flow is not the user whose account is being created. If password is not set when creating then it must be set during the Update member, otherwise the user will NOT be activated.

The process flow when the user clicks on the link to activate their account depends on how their account was created.

  • If they self-registered, they probably already entered their personal details and password so they only need to agree to the terms of use to activate their account
  • If their account was created by another user, they may also have to enter their personal details and password.

Email flow member creation

ServiceEmail template
/members/register [POST]
/members [POST]
new-member
/members/{member} [PATCH]change-password
/members/{member}/activate [GET]

Note

Administrator can create members and activate them at the same time using the auto-activate=true parameter. However if member-password is not set their status will be set-password and will only change to activated after they set their password.

Token

An 'activate' token is necessary in order to activate the account and update the details. It can only be used once to update the user details and expires after a limited time.

Re-send activation email

The activation token might expire before the user is able to use it. If that it the case it is possible for an administrator or the user to send a new activation token by email.

The process flow when the user clicks on the link to activate their account is described above.

Email flow resend invitation

ServiceEmail template
/members/sendactivation [GET]new-member

Note

Once the activation email has been sent, this flow is identical to the member creation flow.

Membership creation

This flow occurs when a user who doesn't already have an account on PageSeeder is invited to a group by an administrator.

Note

If the project property Accept Invitation Required (default true) is false or an administrator used the invitation=false parameter, this flow stops after the user has accepted the terms and updated their account details.

Membership creation

ServiceEmail template
/groups/{group}/members [POST]membership-new-member
/members/{member} [PATCH]change-password
/members/{member}/declineinvitation [POST]N/A
/groups/{group}/members/{member} [PATCH]membership-complete

 

New invitation

This flow occurs when a group manager invites a member to join a group.

Note

Whether an invitation is required is determined by the project property Accept Invitation Required (default true) and can also be overridden by an administrator using the invitation=false parameter.

flow_new_invitation.png

ServiceEmail template
/groups/{group}/members/invite [POST]

membership-new-member

membership-complete

membership-confirm

Note

The "membership-confirm" email includes a link to accept the invitation. To confirm the membership, the new user follows the same steps as described in the membership creation from "Accept Invitation".

Invite self

This flow occurs when a member registers themselves for a group. To allow this the group must have visibility set to public.

Note

If self registration in the group configuration is set to confirmed then confirmation will be required. If it is set to moderated then moderation will be required.

Email flow invite self

ServiceEmail template
/groups/{group}/members/{member}/inviteself [POST]

membersip-confirm

membership-complete

/groups/{group}/members/{member}/manage [POST]membership-complete

 

Created on , last edited on