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  • How to Set Up the Client Portal Defaults




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You can also set Client Portal Default values and names from this page:

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  • Organization Name
  • Tickets Page name

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  • Contracts/Documents Page name
  • etc...

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Additionally, users can receive a notification to approve any sign-up before the activation of the client. Therefore, specify the approval type, if it should be approved by default, or by user, and specify the user name.

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