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Create an Account Template

Overview

An account creation template is a template that contains your chosen layout and fields that you want to display on the screen on which Aria users create accounts. Users working in the Accounts section of Aria can create accounts based on your chosen profile.

Prerequisites

Account creation templates contain a few basic options for account creation. To create an account with advanced options such as alternate rate schedules, use the create_acct_complete API call. For more information about account creation workflows using the create_acct_complete API call, please see the Account Registration Best Practices.

You must first enable automatic user ID and password generation by following either of the steps below:

  • Navigate to Configuration > Client Settings > Miscellaneous Settings > Auto Gen Userid Rule and New Acct Auto Gen Pw Rule, or
  • You can add the User ID and Password fields to all of your account creation templates (in the Account Data category of fields).

If you do not complete either of the steps listed above, you will encounter an error when you try to create an account in Aria.

Creating an Account Template

Getting Here: Click Configuration > Client Settings > Account Creation

  1. Click New.

The Create New Account Template page displays.

creation template1v2.png

  1. In the Template Name field, enter a brief, descriptive name for the account creation template.

Aria users will see this name on the list of profiles when they go to the account creation screen.

  1. Configure Roles For This Set: Click each user role that should have access to the profile. To remove a role, click it on the list of added roles.
  2. Configuration Options: Select Yes or No to specify whether users can select the corresponding option when they create accounts. You can then click each value that you want to make available for users to select when they create accounts. To remove a value that you added, click it on the list of selected values.

config optionsv2.png

Note: If you do not select configuration options, then all values for an option will be available for users to select on the account creation screen.

You must add the following fields in the Configuration Fields section in order for your specified configuration options to be available for users to select on the account creation screen:

  • Configure Countries: Add the Country field to the profile (in the Account Contact category of fields). The Countries list is based on the countries that you added in Aria.
  • Configure Currencies: Add the Currency field to the profile (in the Invoicing/Payments category of fields). The Currencies list is based on the currencies that you added in Aria.
  • Configure Coupons: Add the Coupon Cd field to the profile (in the Invoicing/Payments category of fields). The Coupons list is based on the coupons that you added in Aria.
  • Configure Account Status: Add the Account Status field to the profile (in the Account Data category of fields).
  • Configure Notification Methods: Add the Notification Method field to the profile (in the Account Data category of fields).
  • Configure Payment Methods: Add the Payment Method field to the profile (in the Invoicing/Payments category of fields). The Payment Methods list is based on the payment methods that you added in Aria.
  • Configure Security Questions: If you selected Yes under Configure Security Questions, enter one or more security questions that your customers can answer to verify their identity when they contact your customer service center or to reset their password on your User Self-Service website. The questions that you enter will be displayed in a drop-down list on the account creation screen. Click Add Question to enter more questions. Click Remove Question to delete a question.

Note: You must add the Secret Question and Secret Question Answer fields to the profile to allow users to complete those fields on the account creation screen.

  • Configure Functional Account Groups: Selecting Yes displays lists of all available functional account groups. Chosen groups display for selection within the Default Value drop-down of the respective group in the Configurable Field section.
  • Configure Collection Account Group: Selecting Yes displays lists of all available collection account groups. Chosen groups display for selection within the Default Value drop-down of the respective group in the Configurable Field section.

Note: If either of these fields are set to No, but the Functional Account Group or Collection Account Group option is still added to the template, then all available groups display for selection in the Default Value drop-down within the Configurable Fields section.

  1. Under Configuration Fields, you can add the sections and fields that will be displayed on the account creation screen in Aria:

config fieldsv2.png

  1. In the Section Label field, enter a name for the section. In each section, you can add a set of fields to logically organize information on the account creation screen, such as Account Contact Information, Billing Contact Information, and Plan Options.
  1. In the Fields list, click a category from which you want to select fields.
  2. Click and drag each field that should be displayed on the account creation screen from the list of fields to your chosen location under Configuration Field.
  3. Set options for each field, as described below:
  • Field Label: Enter the label that will clearly identify the field on the account creation screen.
  • Help Text: Enter text that explains what users should enter in the field. If you add help text, the question mark icon displays next to the field. When users hover their mouse pointer over the question mark icon, the help text displays.
  • Default Value: Enter the text that should be displayed by default in the field. For example, for your US customer, you can set the default value in the Country field to US.
  • Display: Select Yes or No to specify whether the field should be displayed on the account creation screen.

For example, based on your business needs, you can add the Master Plan Units field, then set the default value to 1 in one profile and 5 in another profile for different software license plans. You can then specify that the field should not be displayed on the account creation screen.

Note: If you set the Display field to No, you must enter a Default Value for the field so that Aria will know what information you want to store in that field.

  • Required: Select Yes or No to specify whether users are required to complete the field on the account creation screen.
  • Editable: Select Yes or No to specify whether users can edit this field on the account creation screen.
  1. Click Add Row to include another row of fields in the section.
  2. Click the Plan Options category.
  3. Click and drag the Master Plan field to your chosen location under Configuration Fields.

Note: You must add the Master Plan field before you can save the profile. Each customer must have one master plan.

  1. Specify options for the Master Plan field.

master planv2.png

You can choose a Default Value to specify the master plan that should be selected by default when a user creates an account based on the profile. If you then add the Supplemental Plan field to the account creation template, you can choose the supplemental plan(s) that should be selected by default when a user creates an account based on the profile. In addition, you can enter the number of units of each supplemental plan that will be displayed by default when a user creates an account based on the profile.

Note: The list of supplemental plans available to select is filtered based on the selected master plan.

  1. In the Allow Units field, select Yes or No to specify whether users should be able to enter the number of units of the master plan to which a customer will subscribe.
  2. If you selected Yes for the Allow Units field, complete the following additional fields:
  • In the Field Label field, enter the label that will identify the units field on the account creation screen.
  • In the Help Text field, enter text that explains what users should enter in the field. If you add help text, the question mark icon displays next to the field. When users hover their mouse pointer over the question mark icon, the help text displays.
  • In the Default Value field, enter the number of units that should be displayed by default in the field. For example, you can enter 1 to indicate that, by default, customers will purchase one unit of a plan. This option is only offered for certain fields. 
  • Display: Select Yes or No to specify whether the units field should be displayed on the account creation screen. For example, if you are creating a profile for customers who will all purchase five units of a plan that provides software licenses, you can enter 5 in the Default Value field and set the Display field to No.

Note: If you set the Display field to No, you must enter a Default Value for the field so that Aria will know what information you want to store in that field.

  • Required: Select Yes or No to specify whether users are required to complete this field on the account creation screen.
  • Editable: Select Yes or No to specify whether users can edit this field on the account creation screen.

Note: You must first either enable automatic user ID and password generation (Under Configuration > Client Settings > Miscellaneous Settings > Auto Gen Userid Rule and New Acct Auto Gen Pw Rule) or add the User ID and Password fields to the desired location in your account creation template (these fields are in the Account Data category of fields).

  1. To add, remove, or rearrange sections on the account creation screen:
  • Click Add Section to include another section of information on the account creation screen.
  • Click Remove Section to delete a section of information on the account creation screen.
  • Click Move Up or Move Down to rearrange sections on the account creation screen.
  • Click Toggle to show or hide the fields in a section.

For example, if you have multiple sections in an account creation template, you can hide the fields in one section to focus on a different section.

  1. Click Save.

Aria users assigned to the user roles that you specified will be able to create accounts using any account creation template to which they have access.

Note: It is highly recommended that you go to the account creation screen and verify that the profile that you created displays fields correctly based on your chosen design. To see the account creation screen, click Accounts > click Create New Account.

You can edit an account creation template at any time by clicking the entry in the Set No. column of the Account Creation page.

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