Partner Account Creation
Registration Form Process
When a user logs in via SSO, and a user account is not found that matches the user’s unique identifier (email address or a passed-in unique ID via Aprimo DM SSO), the user is prompted with a registration form. The user may fill out their company information and user information. Note that if email address is being used as the unique identifier, this will be locked down and cannot change. Once the user submits their registration, he or she moves to the account creation process.
Below is a screenshot of the registration form.
Account Creation Process
In Aprimo DM, there are two levels of partner accounts: Partner Company Accounts, and Partner User Accounts. Many Partner User Accounts may belong to one Partner Company Account.
When a user registers via the registration form, Aprimo DM will determine if the company information the user has filled out matches to an existing partner company account in Aprimo DM. This is done by performing the logic listed below. If a matching partner company account is found, the user’s account is created, but they will not be able to log in until someone who is already on the partner company account accepts a pending user connection request to approve access.
The user who is registering will be be notified that they must wait until the request is approved.
The following matching logic for partner company account is followed:
|Check partner company email address. If there’s an exact match with an existing partner company email address, request a connection for this user to that existing partner account.|
|Check partner website. If there’s an exact match with a partner company website, request a connection for this user to that existing partner account.|
|Check Address Line 1 and Postal Code. If there’s an exact match to an existing partner company for both these fields, request a connection for this user to the existing partner account.|
|Check partner company name and Postal Code. If there’s a match to an existing partner company on both these fields, request a connection for this user to the existing partner account.|
|Check partner company name and Phone Number (not including extension). If there’s an exact match to an existing partner company on both these fields, request a connection for this user to the existing partner account.|
|When a user who is registering is detected as matching to an existing partner account, none of the information that is filled in on the company information area will be submitted. This is to prevent a user who might not be approved from overwriting partner company profile information.|
If all of the above checks fail to find an existing partner company account in the system, a new partner company account is created, a new partner user account is created and assigned to the new partner company account, and the user becomes the primary contact on the account.