Author: FaxCore Technical Engineering Team (Enterprise Solutions Architecture & Systems Engineering)

Published: October 19, 2026 Updated: October 19, 2026 Verified Architecture

Enterprise & Regulatory Compliance Notice: This documentation is authored and maintained by FaxCore certified engineers for enterprise administrators. For formal regulatory audits (HIPAA, SOX, GDPR, PCI-DSS), verify your configuration with your organization's compliance officer. Read our full Compliance Disclaimers & Terms.

User Onboarding & Self-Registration

FaxCore Evolution eV6 includes an automated User Onboarding & Self-Registration framework under Manage > Onboarding. This feature streamlines new user rollouts by allowing administrators to generate secure, time-limited registration links rather than manually creating user credentials or relying exclusively on directory synchronization.

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1. Overview & Workflow

The onboarding module allows administrators to create self-service registration campaigns for departments, external partners, or remote employees:

flowchart LR
    Admin["System Administrator\n(Admin Panel)"] -->|"1. Create Campaign\n& Set Expiration"| Gen["FaxCore Engine\nGenerates Signed URL Token"]
    Gen -->|"2. Distribute via Email / Intranet"| User["New User\n(Desktop / Mobile)"]
    User -->|"3. Open Link & Set Password"| Portal["Self-Service Portal\n(Onboarding Page)"]
    Portal -->|"4. Auto-Provision Account"| Domain["Target Domain\n(Permissions & Direct DIDs)"]

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2. Creating an Onboarding Link

Navigate to Manage > Onboarding in the Admin Panel:

Configuration Steps:

1. In the Onboarding management view, click Create New Entry.
2. Configure the campaign details:
   • Name: Descriptive campaign label (e.g., 2026-Q4-Finance-NewHires or Regional-Branch-Rollout).
   • Domain: The target organizational domain where registered users will be provisioned.
   • Valid for (days): Token expiration window (e.g., 7, 14, or 30 days). Once the window expires, the registration link is automatically invalidated.
3. Click Save And Close.

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3. Distributing Registration Links

1. Select the created campaign entry from the Onboarding grid.
2. The system generates a cryptographically signed registration URL:

   https://<fax-server-fqdn>/user/Onboarding/Register?token=eyJhbGciOi...
   

3. Click Copy To Clipboard to copy the URL.
4. Send the link to eligible users via email invitation, corporate intranet, or HR welcome packets.

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4. User Self-Registration Experience

When the recipient opens the link:

1. They are presented with a branded FaxCore Account Setup page.
2. The user enters their full name, corporate email address, and creates a secure password adhering to domain complexity policies.
3. If SAML 2.0 SSO is enabled, the account binds to the user's corporate identity.
4. The user is immediately provisioned into the assigned domain with all default permissions, address books, and assigned cover sheets.

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5. Monitoring & Revocation

The Onboarding Grid displays real-time status for all invitation campaigns:

Column	Description
Name	Onboarding campaign title.
Domain	Target provisioning domain.
Valid For (Days)	Original validity duration.
Date Created	Timestamp of campaign creation.
Status	Current state (Active, Expired, or Revoked).

Tip

Revoking Links Early If an onboarding link is compromised or no longer needed, select the entry and click Delete. All future attempts to register using that token will be immediately rejected with an Invalid/Expired Token alert.