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Enable Self-Service Sign-Ups

Alpha Feature

Features described on this page are in alpha and subject to change. For access, contact your Replicated account representative.

Allow potential customers to sign up for a trial or community license directly from the Enterprise Portal, without a vendor-initiated invitation.

Configuring self-service sign-ups​

  1. Go to Enterprise Portal > Self-Service Sign-Ups in the Vendor Portal
  2. Configure the default license settings for auto-generated licenses:
    • Channel: Which channel the trial customer is assigned to
    • Expiration: How long the trial license is valid (e.g., 30 days)
    • License type: Trial or Community
    • Install methods: Which installation methods are enabled (Helm, Embedded Cluster, air gap)
  3. Optionally add a Terms & Conditions URL that users must acknowledge during signup
  4. Enable the signup flow

Once enabled, a unique signup URL is generated for your application. Share this URL on your website, in marketing materials, or anywhere you want to offer self-service access.

Custom signup fields​

Extend the registration form with custom data collection fields to capture information about the prospect:

  1. In the Self-Service Sign-Ups configuration, add custom fields
  2. For each field, configure:
    • Label: What the user sees (e.g., "Job Title", "Company Size", "Use Case")
    • Placeholder text: Optional hint text in the input field
    • Required/Optional: Whether the field must be filled out to complete signup

Each field is assigned a stable identifier that persists even if you rename the label. This is useful for webhook integrations and event tracking (e.g., routing signups to different Slack channels based on company size).

Signup flow (customer experience)​

When a customer visits the signup URL:

  1. They enter their company name and work email
  2. If custom fields are configured, they fill those in
  3. If Terms & Conditions are configured, they must acknowledge them
  4. They receive an email with a verification code
  5. After entering the verification code, their account is activated and they can access the portal

Managing signups​

  • Pending Trials: New signups appear in the Pending Trials section of the Vendor Portal until they complete email verification and become active customers
  • Pending signup alert: A banner appears in the Vendor Portal when there are pending trial signups awaiting review
  • Custom field responses: View the data collected from custom signup fields in the Pending Trials section
  • Notifications: Use customer.created event notifications to get alerted when a new trial customer signs up
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