Using Public Access Web Signup
From BitWise DocuWiki
This document explains how to configure and use the Public Access Web Signup (PAWS) feature of BitWise Professional. PAWS allows your employees, customers, clients (or anyone of your choosing) to self-enroll into your Professional Network, relieving the burden of manual account creation on your part. This is especially useful if you want to offer customer support/service using BitWise; your customers can go to your web site, self-enroll into your Network, have a pre-established contact list with your support representatives, and begin immediately receiving support from you, safely and securely.
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Log in to Web Services
In order to change your PAWS configuration, you must log in to Web Services (https://www.bitwiseim.com/webservices.php).
Any administrator can modify your Network's PAWS configuration.
View the User Admin menu
After logging in, there are three pages for configuring PAWS:
- Public Access Web Signup settings: This page allows you to specify custom text, greetings and images for your PAWS page.
- Default user rights: You may want to limit the features that your PAWS users may access. Specify a default security profile from this page.
- Default contact list: If you would like your PAWS users to have a pre-established contact list when first logging in, specify which users should be on the contact list and they will be automatically added when a user registers from PAWS.
From the main PAWS settings screen, you can control the visual and textual elements of your Professional Network's PAWS.
- Enable: If you do not enable PAWS, accessing your PAWS page will show an error. You must check this box to use PAWS with your Network.
- Display organization name as: Enter how you would like your organization to identified on your PAWS page.
- Custom image: Your PAWS page can show a small-size graphic in the upper right-hand corner. If you want to display an optional graphic, enter the URL for the graphic here.
- Custom download link: If you have created a special BitWise distribution for your organization, enter the link here to the page describing your custom download. See Using Custom Installers to learn more. If you do not specify a custom download link, the download link after creating an account will proceed to the standard BitWise download page.
- Welcome message/text: This text will appear on your PAWS page. You may include any information or greeting.
- Welcome email message: After registering, your PAWS users will receive an email confirming the account registration. It is critical that you include the password for the new account by inserting #pass# somewhere in your email template. You may also want to include the username using #name#. Feel free to use any other text you feel appropriate to welcome your new users to your Network.
PAWS security settings
BitWise provides a number of security/permissions that can be automatically applied to each PAWS user. The permissions are divided into categories, and are mostly self-explanatory. The features that are client features, such as using the whiteboard, will be disabled from the menus and toolbars if the user doesn't have sufficient priveleges. Other permissions, such as logging in invisibly, will simply fail if the user does not have that right. In either case, a message is presented to the user when they are denied access to a specific feature so that they understand that BitWise is not malfunctioning.
Specify which features you would like your PAWS users to access and then click Save Rights when you are finished.
PAWS default contact list
You can specify a set of contacts to be automatically added to each PAWS user's contact list at the time that the new account is created. For example, if you are using BitWise to provide customer service/support, you may want your customer service representatives' names to be present as soon as the PAWS user login in. Doing so allows the PAWS user to immediately see who to message and he or she can begin immediately receiving support from your representatives.
Test your PAWS page
After customizing your PAWS page, you should use it yourself to ensure that everything is as you expect, and then make any necessary adjustments. The screenshot here shows how the PAWS page appears for the settings shown throughout this document.
Successful PAWS signup
Create a PAWS user, verify that the email with the account information is correct, test your custom installation (if applicable) and then log in as that new user. Ensure that the correct users are on the contact list, and that the security settings are functioning (if you did not grant all rights).
After you have made any necessary tweaks to your configuration, place a link to your PAWS page on your web site; you're all set!