Configure Signup Workflows
Signup workflows are a critical aspect of the developer experience for your portal. The workflows can range from completely automatic and self-service to the other extreme of complete control with approval over who gains access and with what granularity.
At the end of the section you will understand which are the settings to adjust the signup workflows.
Step by Step
The 3scale system allows you to model your API with a combination of account, service (optional) or application plans. For each of these plans you can control whether there is an approval gate which you control. Also for each, you determine if there is a default, or the developer is required to take the next step and make a choice.
For the extreme of maximum automation and self-service, you want to remove all approval steps, and enable all possible default plans. This way immediately after signup, a key can be issued to provide access to your API.
Step 1: Account Plans
Step 2: Service Plans (optional if enabled on your account)
Step 3: Application Plans
Step 4: Test the Workflow
Once you have made the desired settings, test out the results, by going to your public portal, and attempting the steps to sign up as a new developer. Experiment and make any necessary adjustements to get exactly the right workflow for your API. When you are happy with the workflow, it is a good time to make sure that the email notifications provide the right content with the right context to your developers.