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When the user saves their record, an email is sent to the 1st Level Support Team informing them that contact has self-registered. The email also asks them to validate the user's access, as well as link them to the appropriate company in the system. This email template can be modified, as well as sent to anyone in your organization who might be responsible for vetting new users.

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Automation

In the standard system demo, the External Users table contains eight active rules. These rules are accessed by expanding the External Users table in the left pane, selecting Setup External Users, and then selecting the Rules tab:

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