Visitor Mode and Self-Registration

1. Business Scenario

The current self-registration feature of ShareOrder corresponds to Scenario 3:

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2. Detailed Logic

2.1. Backend Configuration

1) Enable the Guest Mode toggle (requires associating the guest with a corresponding Account)

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2) Associate the Account and edit the guidance prompts. Note: Configure a Price List for the associated Account. You can create a virtual Account and associate it with a standard Price List.

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3) To support guest self-registration, enable the self-registration capability. Once enabled, when a guest accesses a Distributor’s mini-program via Interconnection and logs in with a phone number, they will automatically enter the self-registration flow. After providing basic information, a Downstream ShareOrder account will be created (supports approval workflow configuration):

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For detailed logic on Interconnection account self-registration parameter configuration, refer to: Interconnection Account Self-Registration

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2.2. User Operations

1) Guests access a Distributor’s store via WeChat-shared mini-programs:

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2) After browsing the store, if a guest intends to place an order, clicking “Add to Cart” or performing other transactional actions will trigger guest login. After binding a phone number:

If the phone number isn’t associated with an Interconnection account, the system automatically redirects to the self-registration page. The guest must complete registration (fields are pulled from the Account/Contact object’s create/edit layout, supporting custom configurations).

After submission, if a new ShareOrder account requires approval (per workflow configuration), the system displays a pending approval notification:

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3) Channel administrators receive approval notifications and process the request:

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4) Upon approval, the system automatically creates an Interconnection enterprise and user:

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