Custom Registration Flow for B2B Clients

Overview

This B2B registration flow guides users through profile verification and company registration without immediately creating a primary account for the individual. Instead, a primary account is created only after company registration is completed. This approach restricts users from creating personal accounts independently via the user interface.

How it works

1. User Registers a Profile

   1. The user begins the registration process by creating a profile.

2. Profile Verification

   1. After profile registration, the user goes through a verification process.

   2. No primary account is created for the user at this stage.

   3. Account Creation Restriction: The user is unable to create a personal account from the UI; an error message displays: “The feature flag 'persons' is disabled. Please contact us for further information.”

3. Prompt for Company Creation

   1. A popup appears, suggesting that the user proceed with company registration.

4. Company Registration

   1. The user follows the prompts to complete the company registration process.

5. Automatic Primary Account Creation

   1. Upon successful company registration, a primary account is automatically created for the registered company.

Administrators can still create accounts for individuals via the Admin Panel.

Configuration

The feature.persons toggle controls the availability and behavior of person and company profiles across the platform. When this feature is disabled:

• Admin Panel: Both person and company profiles remain accessible via the admin panel.

• UI and API Access: Only company profiles can be created and managed via the UI and API, while personal accounts are restricted.

• Account Creation: No primary account is automatically created for personal profiles.

• Administrative Control: Profiles and accounts can still be manually created via the admin panel.

The feature.companies toggle continues to function as designed, ensuring:

• Only personal profiles are available.

• Users cannot create company profiles through the UI or API.

When both feature.companies and feature.persons are enabled, users gain full access to both person and company profiles through the UI and API. This configuration provides flexibility to meet varied use-case requirements.