Improve documentation around user registration (#13640)

Update a bunch of the documentation for user registration, add some cross
links, etc.

changelog.d/13640.doc

@@ -0,0 +1 @@
+Improve documentation around user registration.

docs/admin_api/register_api.md

@@ -5,9 +5,9 @@ non-interactive way. This is generally used for bootstrapping a Synapse
 instance with administrator accounts.
 
 To authenticate yourself to the server, you will need both the shared secret
-(`registration_shared_secret` in the homeserver configuration), and a
-one-time nonce. If the registration shared secret is not configured, this API
-is not enabled.
+([`registration_shared_secret`](../configuration/config_documentation.md#registration_shared_secret)
+in the homeserver configuration), and a one-time nonce. If the registration
+shared secret is not configured, this API is not enabled.
 
 To fetch the nonce, you need to request one from the API:
 

docs/setup/installation.md

@@ -506,9 +506,13 @@ email will be disabled.
 
 ### Registering a user
 
-The easiest way to create a new user is to do so from a client like [Element](https://element.io/).
+One way to create a new user is to do so from a client like
+[Element](https://element.io/).  This requires registration to be enabled via
+the
+[`enable_registration`](../usage/configuration/config_documentation.md#enable_registration)
+setting.
 
-Alternatively, you can do so from the command line. This can be done as follows:
+Alternatively, you can create new users from the command line. This can be done as follows:
 
  1. If synapse was installed via pip, activate the virtualenv as follows (if Synapse was
     installed via a prebuilt package, `register_new_matrix_user` should already be
@@ -520,7 +524,7 @@ Alternatively, you can do so from the command line. This can be done as follows:
     ```
  2. Run the following command:
     ```sh
-    register_new_matrix_user -c homeserver.yaml http://localhost:8008
+    register_new_matrix_user -c homeserver.yaml
     ```
 
 This will prompt you to add details for the new user, and will then connect to
@@ -533,12 +537,13 @@ Make admin [no]:
 Success!
 ```
 
-This process uses a setting `registration_shared_secret` in
-`homeserver.yaml`, which is shared between Synapse itself and the
-`register_new_matrix_user` script. It doesn't matter what it is (a random
-value is generated by `--generate-config`), but it should be kept secret, as
-anyone with knowledge of it can register users, including admin accounts,
-on your server even if `enable_registration` is `false`.
+This process uses a setting
+[`registration_shared_secret`](../usage/configuration/config_documentation.md#registration_shared_secret),
+which is shared between Synapse itself and the `register_new_matrix_user`
+script. It doesn't matter what it is (a random value is generated by
+`--generate-config`), but it should be kept secret, as anyone with knowledge of
+it can register users, including admin accounts, on your server even if
+`enable_registration` is `false`.
 
 ### Setting up a TURN server
 

docs/usage/configuration/config_documentation.md

@@ -1873,8 +1873,8 @@ See [here](../../CAPTCHA_SETUP.md) for full details on setting up captcha.
 ---
 ### `recaptcha_public_key`
 
-This homeserver's ReCAPTCHA public key. Must be specified if `enable_registration_captcha` is
-enabled.
+This homeserver's ReCAPTCHA public key. Must be specified if
+[`enable_registration_captcha`](#enable_registration_captcha) is enabled.
 
 Example configuration:
 ```yaml
@@ -1883,7 +1883,8 @@ recaptcha_public_key: "YOUR_PUBLIC_KEY"
 ---
 ### `recaptcha_private_key`
 
-This homeserver's ReCAPTCHA private key. Must be specified if `enable_registration_captcha` is
+This homeserver's ReCAPTCHA private key. Must be specified if
+[`enable_registration_captcha`](#enable_registration_captcha) is
 enabled.
 
 Example configuration:
@@ -1893,9 +1894,11 @@ recaptcha_private_key: "YOUR_PRIVATE_KEY"
 ---
 ### `enable_registration_captcha`
 
-Set to true to enable ReCaptcha checks when registering, preventing signup
-unless a captcha is answered. Requires a valid ReCaptcha public/private key.
-Defaults to false.
+Set to `true` to require users to complete a CAPTCHA test when registering an account.
+Requires a valid ReCaptcha public/private key.
+Defaults to `false`.
+
+Note that [`enable_registration`](#enable_registration) must also be set to allow account registration.
 
 Example configuration:
 ```yaml
@@ -1971,98 +1974,43 @@ Registration can be rate-limited using the parameters in the [Ratelimiting](#rat
 ---
 ### `enable_registration`
 
-Enable registration for new users. Defaults to false. It is highly recommended that if you enable registration,
-you use either captcha, email, or token-based verification to verify that new users are not bots. In order to enable registration
-without any verification, you must also set `enable_registration_without_verification` to true.
+Enable registration for new users. Defaults to `false`.
 
-Example configuration:
-```yaml
-enable_registration: true
-```
----
-### `enable_registration_without_verification`
-Enable registration without email or captcha verification. Note: this option is *not* recommended,
-as registration without verification is a known vector for spam and abuse. Defaults to false. Has no effect
-unless `enable_registration` is also enabled.
+It is highly recommended that if you enable registration, you set one or more
+or the following options, to avoid abuse of your server by "bots":
 
-Example configuration:
-```yaml
-enable_registration_without_verification: true
-```
----
-### `session_lifetime`
+ * [`enable_registration_captcha`](#enable_registration_captcha)
+ * [`registrations_require_3pid`](#registrations_require_3pid)
+ * [`registration_requires_token`](#registration_requires_token)
 
-Time that a user's session remains valid for, after they log in.
+(In order to enable registration without any verification, you must also set
+[`enable_registration_without_verification`](#enable_registration_without_verification).)
 
-Note that this is not currently compatible with guest logins.
-
-Note also that this is calculated at login time: changes are not applied retrospectively to users who have already
-logged in.
-
-By default, this is infinite.
+Note that even if this setting is disabled, new accounts can still be created
+via the admin API if
+[`registration_shared_secret`](#registration_shared_secret) is set.
 
 Example configuration:
 ```yaml
-session_lifetime: 24h
-```
-----
-### `refresh_access_token_lifetime`
-
-Time that an access token remains valid for, if the session is using refresh tokens.
-
-For more information about refresh tokens, please see the [manual](user_authentication/refresh_tokens.md).
-
-Note that this only applies to clients which advertise support for refresh tokens.
-
-Note also that this is calculated at login time and refresh time: changes are not applied to
-existing sessions until they are refreshed.
-
-By default, this is 5 minutes.
-
-Example configuration:
-```yaml
-refreshable_access_token_lifetime: 10m
-```
----
-### `refresh_token_lifetime: 24h`
-
-Time that a refresh token remains valid for (provided that it is not
-exchanged for another one first).
-This option can be used to automatically log-out inactive sessions.
-Please see the manual for more information.
-
-Note also that this is calculated at login time and refresh time:
-changes are not applied to existing sessions until they are refreshed.
-
-By default, this is infinite.
-
-Example configuration:
-```yaml
-refresh_token_lifetime: 24h
+enable_registration: true
 ```
 ---
-### `nonrefreshable_access_token_lifetime`
-
-Time that an access token remains valid for, if the session is NOT
-using refresh tokens.
-
-Please note that not all clients support refresh tokens, so setting
-this to a short value may be inconvenient for some users who will
-then be logged out frequently.
-
-Note also that this is calculated at login time: changes are not applied
-retrospectively to existing sessions for users that have already logged in.
+### `enable_registration_without_verification`
 
-By default, this is infinite.
+Enable registration without email or captcha verification. Note: this option is *not* recommended,
+as registration without verification is a known vector for spam and abuse. Defaults to `false`. Has no effect
+unless [`enable_registration`](#enable_registration) is also enabled.
 
 Example configuration:
 ```yaml
-nonrefreshable_access_token_lifetime: 24h
+enable_registration_without_verification: true
 ```
 ---
 ### `registrations_require_3pid`
 
-If this is set, the user must provide all of the specified types of 3PID when registering.
+If this is set, users must provide all of the specified types of 3PID when registering an account.
+
+Note that [`enable_registration`](#enable_registration) must also be set to allow account registration.
 
 Example configuration:
 ```yaml
@@ -2110,9 +2058,11 @@ enable_3pid_lookup: false
 
 Require users to submit a token during registration.
 Tokens can be managed using the admin [API](../administration/admin_api/registration_tokens.md).
-Note that `enable_registration` must be set to true.
 Disabling this option will not delete any tokens previously generated.
-Defaults to false. Set to true to enable.
+Defaults to `false`. Set to `true` to enable.
+
+
+Note that [`enable_registration`](#enable_registration) must also be set to allow account registration.
 
 Example configuration:
 ```yaml
@@ -2121,8 +2071,13 @@ registration_requires_token: true
 ---
 ### `registration_shared_secret`
 
-If set, allows registration of standard or admin accounts by anyone who
-has the shared secret, even if registration is otherwise disabled.
+If set, allows registration of standard or admin accounts by anyone who has the
+shared secret, even if [`enable_registration`](#enable_registration) is not
+set.
+
+This is primarily intended for use with the `register_new_matrix_user` script
+(see [Registering a user](../../setup/installation.md#registering-a-user));
+however, the interface is [documented](../admin_api/register_api.html).
 
 See also [`registration_shared_secret_path`](#registration_shared_secret_path).
 
@@ -2379,6 +2334,79 @@ Example configuration:
 ```yaml
 inhibit_user_in_use_error: true
 ```
+---
+## User session management
+---
+### `session_lifetime`
+
+Time that a user's session remains valid for, after they log in.
+
+Note that this is not currently compatible with guest logins.
+
+Note also that this is calculated at login time: changes are not applied retrospectively to users who have already
+logged in.
+
+By default, this is infinite.
+
+Example configuration:
+```yaml
+session_lifetime: 24h
+```
+----
+### `refresh_access_token_lifetime`
+
+Time that an access token remains valid for, if the session is using refresh tokens.
+
+For more information about refresh tokens, please see the [manual](user_authentication/refresh_tokens.md).
+
+Note that this only applies to clients which advertise support for refresh tokens.
+
+Note also that this is calculated at login time and refresh time: changes are not applied to
+existing sessions until they are refreshed.
+
+By default, this is 5 minutes.
+
+Example configuration:
+```yaml
+refreshable_access_token_lifetime: 10m
+```
+---
+### `refresh_token_lifetime: 24h`
+
+Time that a refresh token remains valid for (provided that it is not
+exchanged for another one first).
+This option can be used to automatically log-out inactive sessions.
+Please see the manual for more information.
+
+Note also that this is calculated at login time and refresh time:
+changes are not applied to existing sessions until they are refreshed.
+
+By default, this is infinite.
+
+Example configuration:
+```yaml
+refresh_token_lifetime: 24h
+```
+---
+### `nonrefreshable_access_token_lifetime`
+
+Time that an access token remains valid for, if the session is NOT
+using refresh tokens.
+
+Please note that not all clients support refresh tokens, so setting
+this to a short value may be inconvenient for some users who will
+then be logged out frequently.
+
+Note also that this is calculated at login time: changes are not applied
+retrospectively to existing sessions for users that have already logged in.
+
+By default, this is infinite.
+
+Example configuration:
+```yaml
+nonrefreshable_access_token_lifetime: 24h
+```
+
 ---
 ## Metrics ###
 Config options related to metrics.
@@ -2666,13 +2694,10 @@ key_server_signing_keys_path: "key_server_signing_keys.key"
 The following settings can be used to make Synapse use a single sign-on
 provider for authentication, instead of its internal password database.
 
-You will probably also want to set the following options to false to
+You will probably also want to set the following options to `false` to
 disable the regular login/registration flows:
-   * `enable_registration`
-   * `password_config.enabled`
-
-You will also want to investigate the settings under the "sso" configuration
-section below.
+   * [`enable_registration`](#enable_registration)
+   * [`password_config.enabled`](#password_config)
 
 ---
 ### `saml2_config`