Published at: 2026-10-12

Configure guest mode and self-registration

Before you begin

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Applicable scope: ShareOrder Professional Edition.
Role and permission: Use an admin account with ShareOrder management permission.
Prerequisites: Prepare test accounts, products, and price data.

Steps

Guest mode and self-registration

Business scenario

ShareOrder self-registration currently maps to scenario 3:

#### Detailed logic

Backend configuration

Turn on the guest mode switch (relate the guest to an account).

2. Relate the account and edit the guide prompt. Configure a Price Book for the related account. You can create a virtual account and relate a standard Price Book.

3. To support guest self-registration, also enable self-registration. After it is enabled, when a guest enters a downstream dealer Mini Program and signs in with a mobile number that has no External account, the self-registration process starts. After the guest fills in Basic Info, the system enables a downstream ordering account (you can configure an approval process):

For detailed parameter logic of External account self-registration, see External account self-registration.

User actions

A guest opens the dealer mall from a WeChat Mini Program share:
After browsing, if the guest wants to order, actions such as add to cart trigger guest sign-in. After the guest binds a mobile number:

If that mobile number has no External account, the self-registration page opens. The guest fills in registration information. The fields come from the account/contact object New/Edit Page Layout and support personalization.

After submit, if creating an ordering account has an approval process, the page says the guest can sign in normally only after approval.

The channel admin receives the approval notification and completes approval.
After approval, the system automatically creates External Organizations and External Users.

Expected results

Use a test account to confirm the saved settings take effect on the related pages and records.

Undo or roll back

Return to the configuration entry, restore the previous switch, layout, or rule values, and re-verify with a test account.