I’ve talked about how to link BBIS users with CRM constituents programmatically before.
But doing it from the front end is important too, and it can be a little tricky to get just right.
Here are the steps you need to follow to create a new BBIS user, and link them to a CRM constituent, using only the front-end.
1 – Create a new page. Call it “User Registration Page”.
2 – Drop a new “User Login” part on the page.
3 – At a minimum, fill in the required fields for the two emails and the navigation links.
4 – Save the part, and click “View Page”. Copy the URL of your page
5 – Paste the URL back into your browser and navigate there again. From there, click on “New User Registration”
6 – Fill out the form and click Submit
7 – Go into CRM and click on the Web Transactions functional area. You should see a pending signup transaction.
8 – Select the signup transaction, and click Download. After a few moments, you should have a “Completed” message.
9 – Now go over to Administration->Batch->Batch Entry. You should see a signup batch, and if you edit it, you should see your user inside.
CRM will try to match the data entered online to a real constituent. If for some reason that failed, you can manually choose the CRM constituent in the “Linked Constituent” field.
10 – Update the status of the batch to “Ready for Review”, then Commit it.
11 – Go back to BBIS. Log out, then try to log in with your username and password.
That’s it! You’ve created a user and linked them to a constituent.
You can verify the link in CRM by doing a constituent search, finding them, and looking for an online confirmation in their recent communications.
You can verify it on the BBIS side by logging in as an administrator, finding their user, and observing the handshake icon beside their user name.