Configure Self-Registration

Assign the Profile

The Fundseeker Plus Login profile is included with Outbound Funds Module Fundseeker Starter Portal Template and provides baseline permission recommendations for fundseekers who have registered for an account on your fundseeker portal .

If you used the Outbound Funds Module Fundseeker Starter Portal Template and Build Site installer, the Fundseeker Plus Login profile is already assigned. However, if you used the Outbound Funds Module Fundseeker Starter Portal Template installer, you'll need to assign the Fundseeker Plus Login profile to give fundseekers access to the portal when they are logged in.

1. Click , then click Setup.

2. Enter Digital Experiences in the Quick Find box, then click All Sites.

3. Click Workspaces for your site.

4. Click Administration.

5. Select Members.

6. Click Search, then select All.

7. Select Fundseeker Plus Login, then add it to Selected Profiles.

8. Save your work.

Enable Self-Registration

Turn on self-registration in the Experience Cloud Administration workspace for your fundseeker portal portal.

1. Click , then click Setup.

2. Enter Digital Experiences in the Quick Find box, then click All Sites.

3. Click Workspaces for your site.

4. Click Administration.

5. Click Login & Registration.

6. Select Allow customers and partners to self-register.

Assign Users to Account

If you use Person Accounts, skip this section.

1. Click to open Account search.

2. Enter an account name you want to associate with the registered fundseeker.

3. Click Go! and select the Account.

4. Save your work.

See Enable Person Accounts.