•The Account Request functionality allows Users to create or request an online EPConnect User account, depending on the verification process selected in setup.
•First, the Process Flow section describes the online process of requesting an account from the requester's point of view.
•Then, there are several steps to setting up the Request Account functionality in EPConnect Setup:
oAdd and adjust the settings in the Area Definition.
oAdjust the settings in the Page Definitions.
oAdjust the Form Fields that appear on the Account Request page, if you want.
▪Note that the fields necessary to the Account Request process will default into the Account Request Page Definition, so you only need to edit the form fields if you want to collect additional information.
oSet up the required Notifications. NOTE: The Notifications are critical for the operation of the Account Request process. You need to add and define these Notifications in order for the EPConnect Account Request area to function.
•You will also want to ensure that there is an email account set up on the EPConnect Security User in order to send the Notifications.
•If the EPConnect Account Requests are subject to Admin Review in EventPro, you can find that process described under Lead & Opportunity Management > Account Requests.
