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Request a user account (from the Sign In screen) in UAT environment

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The user can request a Serraview user account from the Sign In screen. This can be used when you do not have SSO (single sign-on) set up in your environment.

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Step 1. Request a User Account

  1. Navigate to your environment at https://[instance_name].uat.serraview.com. Note: Replace the [instance_name] part of the URL with your company's name or abbreviation provided by Serraview.  The Serraview Sign In screen displays.
  2. Click the Request Account link.
  3. In the email field, enter you email address.
  4. Click the Submit button.

You are returned to the Sign In screen and the message Your account has been created. A confirmation email has been sent, you must check your email and confirm before signing in.

If you do not see the Request Account link on the screen you will need to configure Request Account link to display.

Step 2. Send out the Confirmation Email

Level: System Administrator

Step 2.1 Turn ON the Emails

When you are in the UAT environment, the System Administrator will need to push out the email as the email sending will be turned off.

  1. Navigate to Configuration > General.
  2. Uncheck the Email Requires Confirmation check box to allow the emails to sent out.

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  1. Click the Update button.

Step 2.2 Forward the Email

  1. Navigate to Admin Settings > System Config > Email. 
  2. Click the Email Outbox image2021-8-9_15-49-28.png icon. The Email Outbox displays.
  3. Find and check the email's selection check box to the left of the row. Note: You can select the top check box to select all the rows OR to select multiple rows, use Ctrl key + click to select multiple rows. You can also select the first row, hold the Shift key and then select the last row which will select all rows between those two points.
  4. Click the Resend Email button. The Send Email dialog displays.

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5. In the Email address field, enter the user's email address.

6. Click the Send Email button. The email is sent and the status is changed to Success. 

7. The user will receive a Serraview Access email and this will contain a link to reset their password.

Step 2.3 Turn OFF the Emails

You must turn off the emails in the UAT Environment as this will send emails from the modules. This can potentially cause confusion with the Business users who are using the Production instance.

  1. Navigate to Admin Settings > System Config > General > General.
  2. Uncheck the Email Requires Confirmation check box and this will NOT allow the emails to be sent out.

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  1. Click the Update button.

Step 3. Open the Confirmation Email

  1. Open the confirmation email.
  2. Click the Click to confirm and create a Serraview Account link. The new password screen displays.
  3. In the New Password field and Confirm your password field, enter in a password.
  4. Click the Submit button. The Landing page displays.