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Person self-registration

Person self-registration provides a public form, accessible by link or QR Code, where the person fills in their own data. Each submission does not create the person directly — it enters a moderation queue inside ACCELERO, and only becomes a Person registration after an authorized operator approves the record.

It is suitable for scenarios where the initial registration can be delegated to the person themselves (e.g., residents, employees, contractors), keeping final control with the team that operates ACCELERO.

Availability

This feature is provided as a plugin (autoenrollhosts) and must be installed and enabled by the IONGRADE technical team. Contact support to check compatibility with your version of ACCELERO.

Compatibility

Current plugin version: 2.0.0 — compatible with ACCELERO 2.17.0 or higher.

Relationship with Visitor self-registration

This plugin is aimed at people (permanent registration, with approval in moderation). For the registration of visitors, see Visitor self-registration.

What the plugin does​

FeatureWhat happens in ACCELERO
Public registration formThe person accesses a link/QR Code and fills in their own data, including a photo
Moderation queueEach submission stays pending in a moderation list, without automatically becoming a person
ApprovalUpon approval, ACCELERO creates (or updates) the Person, links the company/unit and the configured initial category
RejectionUpon rejection, the pending record is discarded, without generating a registration
Duplicate detectionThe moderation list indicates whether the provided document already corresponds to an existing person
Operator notificationWhen someone self-registers, a notification is generated in the system
Main benefit

Distributes the registration effort to the person themselves, while keeping the decision to include the person or not under the control of an authorized operator.

Configuration​

Navigation path: Settings > Plugins - person self-registration

TODO: Add Screenshot

Plugin configuration screen (Settings > Plugins - person self-registration), showing the status switch, the required fields, the initial category, the access address, and the buttons.

The screen has the General tab with the following items:

FieldDescription
StatusTurns the plugin on/off. With the status off, the public registration form is unavailable
Required fieldsMulti-selection of the form fields that become mandatory for the person (e.g., email, document, phone)
Initial categoryCategory automatically assigned to the person when the registration is approved. Required field
Access addressToken (text) that makes up the public URL of the form. The final address is in the format <system-address>/autocadastro-pessoas/cadastro/<token>

Screen buttons​

ButtonFunction
BackReturns without saving
SavePersists the configuration
Generate QR CodeGenerates a QR Code pointing to the public registration URL (with the provided token), opening it in a new window for printing
The Access address is required

The token field is required. Set your own value (e.g., a short name, without spaces) to make up the public link — this text is part of the URL that will be shared.

QR Code for sharing

Use the Generate QR Code button to print a code that leads directly to the registration form — useful at receptions, bulletin boards, or announcements.

Public registration form​

Navigation path: public URL <system-address>/autocadastro-pessoas/cadastro/<token> (does not require login).

The person fills in the following fields:

FieldDescription
NameFull name (3 to 50 characters)
Select your unitCompany / unit to which the person will be linked upon approval
EmailThe person's email (format validation)
PhoneContact phone
CodeThe person's identification code (acmCodigo)
Document typeCPF, RG, CNH, or Other
DocumentDocument number. When the type is CPF, the system validates the provided CPF
PhotoCapture by camera or image upload. The image is compressed in the browser before sending
TODO: Add Screenshot

Public person self-registration form, showing the fields (name, unit, email, phone, code, document type/number) and the photo capture area.

After a successful submission, the person is taken to a confirmation screen with the message "Thank you for registering, your data has been sent for moderation."

TODO: Add Screenshot

Success screen displayed to the person after the self-registration submission ("Success! / Thank you for registering...").

Submission validations

The submission is rejected when:

  • Any configured required field is empty.
  • The document already exists in another pending self-registration.
  • The document already corresponds to a Person registered in the system.

Moderation​

Navigation path: side menu > Moderation (menu item added by the plugin).

Access permission

The menu item and the moderation screen only appear for operators who have the Resident self-registration - moderation (autoenrollmoderate) permission.

The screen lists the self-registrations with pending status. Operators linked to companies/units only see the records of their units.

TODO: Add Screenshot

Moderation list (Person self-registration - Moderation) with the columns and the bulk actions (Approve, Reject, Delete).

List columns​

ColumnContent
Full nameName provided in the form
DuplicateYes when the document already corresponds to an existing person; No otherwise
Document typeCPF / RG / CNH / Other
DocumentProvided document number
PhoneProvided phone
EmailProvided email
Registration dateDate and time the self-registration was submitted
UnitCompany/unit selected by the person
ImageThumbnail of the submitted photo
ActionsButton to open the record in Moderate

Bulk actions​

In the More actions menu of the list, you can select several records and:

ActionEffect
ApproveApproves all selected (creates/updates the people)
RejectRejects (discards) all selected
DeleteRemoves the selected records from the queue
Confirmation required

Bulk approve and reject require confirmation ("Do you want to approve all selected?" / "Do you want to reject all selected?").

Individual moderation screen​

When you click Moderate, the self-registration record opens with the provided data (name, code, unit, category, email, phone, document type/number, and photo), in read-only mode. From it, the operator can:

ButtonEffect
BackReturns to the list without deciding
RejectDiscards the self-registration (requires confirmation)
ApproveCreates/updates the person and removes the record from the queue
TODO: Add Screenshot

Individual moderation screen of a self-registration, showing the data in read mode, the photo, and the Back / Reject / Approve buttons.

What happens upon approval​

When a self-registration is approved, ACCELERO:

  1. Creates or updates the person corresponding to the provided document — if a Person with that document already exists, it is updated with the form data; otherwise, a new one is created. Name, document (type and number), email, phone, and code are recorded.
  2. Links the unit/company selected in the form, with the person marked as pre-authorized and authorizing in that company.
  3. Assigns the Initial category defined in the plugin configuration.
  4. Imports the submitted photo, saving it as the person's photo.
  5. Removes the record from the moderation queue.

When a self-registration is rejected, the pending record is simply discarded and no person is created or changed.

Existing person is updated

Since approval uses the document as the key, approving a self-registration whose document already belongs to a registered person updates that person (and adds the company link and the category), instead of generating a duplicate registration. The Duplicate column of the moderation list helps identify these cases before deciding.

Notifications​

When a person completes the self-registration, the plugin generates an internal notification ("A person self-registered") to signal that there is a new record awaiting moderation.

In the Operator editing screen, in the notifications section, you can enable the Person self-registration option so that the operator receives these alerts.

TODO: Add Screenshot

Notifications section in the operator editing screen, highlighting the Person self-registration option.

Use cases​

Enable self-registration for a unit​

  1. Request the installation of the autoenrollhosts plugin from IONGRADE.
  2. In Settings > Plugins - person self-registration, turn on the Status.
  3. Define the Required fields and the Initial category.
  4. Fill in the Access address (token) and click Save.
  5. Click Generate QR Code and share the link/QR Code with the desired audience.

Moderate the received registrations​

  1. Access Moderation in the side menu.
  2. Check the Duplicate column and open the records in Moderate to review the data and the photo.
  3. Approve the valid registrations (the person is created/updated with unit and category) or Reject the improper ones.
  4. For large volumes, use the bulk actions in More actions.

Best practices​

  • Own access token: use a URL token that is easy to share and specific to the context, avoiding exposing generic links.
  • Dedicated initial category: point the Initial category to a triage category (e.g., "Awaiting validation"), making it easier to handle the recently approved people later.
  • Restricted permission: grant the moderation permission only to those who should approve registrations.
  • Review duplicates: before approving, look at the Duplicate column to understand whether the approval will update an already existing person.
  • Turn off when not in use: keep the Status off outside registration campaign periods, so that the public form is not accessible.

Troubleshooting​

The public form does not open​

Possible causes:

  • Plugin with the Status off.
  • The Access address token is different from the one in the shared URL.

Solution:

  1. In Settings > Plugins - person self-registration, confirm that the Status is on.
  2. Check that the configured token matches the final part of the shared URL.

The submission is rejected due to duplicate data​

Possible causes:

  • A pending self-registration with the same document already exists.
  • The document already corresponds to a registered person.

Solution:

  1. Check the Moderation queue for a pending record with the same document.
  2. Check in People whether the person already exists.

The Moderation item does not appear in the menu​

Possible cause:

  • Operator without the Resident self-registration - moderation (autoenrollmoderate) permission.

Solution:

  1. Grant the permission to the operator's Profile.

Integration with other modules​

People​

The approval of a self-registration creates or updates a Person, including name, document, contact, and photo.

Companies and Categories​

Each registration is linked to the Company/unit chosen in the form and receives the initial Category defined in the plugin configuration.

Operators and Profiles​

Moderation depends on the autoenrollmoderate permission, assigned through Profiles, and notifications of new registrations can be enabled in the Operator editing screen.

Next Steps​